Weave Portal
176 results found
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Transfer type for line keys
It would be extremely helpful if we can have the option to change the transfer type for line keys from cold transfer to warm transfer. This would prevent a lot of accidental cold transfers.
1 vote -
Reminders Still Sending when using Cornerstone's Tickler File
In Cornerstone there is an option when deleting an appointment to move to the "Tickler File". This does delete from the appointment schedule, but Weave will still sends reminders as if the appointment wasn't deleted. The appointment database within Cornerstone has a field called appttype (not appttype_id), that will contain 'A', 'B' or 'T' for appointment, block or tickler. Those appointments no longer exist and owners should not be getting reminders
1 vote -
Filter out patients who have already been contacted
The auto-recall reminders are fantastic, however there is no way to see which overdue patients have already been notified. There needs to be more filters to remove patients from the lists so you are not accidentally repeating. Potentially the ability to export lists and modify by self, or more filters to filter out patients who have already been messaged.
1 vote -
Add insurance verification for optometry offices for use with Revolution EHR
It appears insurance verification is currently available for dental offices only. Our optometry office files both vision and medical insurance, depending on the diagnosis, and this would be a very helpful feature.
1 vote -
1 vote
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Company Specific Roles
would be nice for other roles aside from admin to have access to the analytics as we limit who has admin access due to being able to change so much on the back end. it would be even more functional if we could create our own roles for the needs/functions for each role within the company. having to go in and click on several difference roles for each member is redundant and time consuming. especially once there is a new office to add I have to go in and re-select each of them again.
1 vote -
Opted out texts/ bad numbers show up in Actionable texts
In the past, if someone had a bad number or had opted out of texts, Weave would red flag them and put them in the Actionable category, letting us clear them when needed. Apparently, that is not an option anymore and we really relied on that, and it also is a much easier option than checking online every day- We are a busy office, and we need things as quick and efficient as they can be.
1 vote -
More Time Early Options
I love that they changed the "time early" filter for automated reminders from only 15mins to now you can choose 15,30,45,60. My problem is that I need a 20min option!
1 vote -
Bulk Messaging should default to Active Pts ONLY
Sent my first bulk message, via text. I had support on the phone to make sure I was doing it correctly. Last thing I would want is to make recipients mad. Sent nearly 7000 messages, Weave Rep said it looked good. Come to find out, Bulk Messages include Archived patients. Weave, please understand that most offices communicate with active patients regularly. I cannot think of many, if any, where an office would like to send messages to Archived patients seeing as Archived patients are an aggregate of deceased members, collections accounts, families that have relocated out of the area, and/or…
1 vote -
Have text payments post the day the patient pays instead of when the invoice was sent.
Payments:
This is very not user friendly. May you create a way to have my text payments post on the day the patient pays instead of the day I sent the invoice. This is very annoying.
Contact me1 vote -
Maximum Age for Emails
We are having Cookies with Santa in December and wanted to send an email to our pediatric patients, ages 12 and under. Unfortunately, I can create an email with a minimum age requirement, which won't help, but I can't create an email with a maximum age, which would make our invitation to Cookies with Santa so much easier to create.
1 vote -
Note should not be mandatory in the patient schedule and I should have the ability to edit the field.
Note should not be mandatory in the schedule link and our office should have the ability to edit the field. Some patients don't have anything to say and will be confused when trying to schedule an appointment because they don't want to leave a message for us.
1 vote -
Export Patients/Clients with Text Message Tag
When you add a tag to a message, to be able to export a list on Patient/Clients would allow more use of the tags. For example we used a tag for patients that RSVP to our event. Now we would like a list of patients that RSVP with phone number and email address. Now we have to write down every patient and their contact info rather than exporting a Massage Tag list. Now with the use of bulk messages this has become imposable.
1 vote -
Suspend Recall Reminders
For veterinary hospitals using Weave: We use AVImark as our PMS and have the ability to suspend all reminders (appts and recall) in the system. However, we had a client text us complaining that she’s still getting text reminders even though we suspected the reminders in her account. Weave Support says that for recall reminders, there currently isn’t a way for Weave to recognize that they have been suspended in AVImark as most other medical facilities (dental, medical) don’t have this capability in their PMS. Please consider adding this feature so we don’t have to troubleshoot each individual client for…
1 vote -
Re-add the search by patient name function to Invoices/Payments
In the most recent update, you removed the search function on the invoices/payments tab. I would like to search by name rather than just by date. Thank you.
1 vote -
10 DLC dropdown option does not include dental
When submitting 10DLC, there is not an option to allow the office to choose the option of dental instead of healthcare. This has never been an option and the office would like it to be an option. I let the office know I would submit a feature request.
1 vote -
Put the parent account at the top under "Accounts"
Under the select location location in the portal, the list is organized alphabetically. this causes the parent account to not be at the top and has confused an office. can we put parent accounts at the top and then organize alphabetically?
1 vote -
Emails should show in pt history with txt and calls
Emails should show in weaves patient history. It only shows txt and phone calls and you have to log into the portal to see a history of emails. It is not simple to lookup a pt and see the history of emails sent because you cannot search by name, but by date sent
1 vote -
Weave should recognize and mark all forms of appt confirmation
Weave can only mark one confirmation status in our dental software. So there is no good way to know how a pt actually confirmed (txt, email, phone). Also when you hover over the confirmation status in the weave schedule it does not always match what is selected when you actually click on it.
1 vote -
have a dummy Weave app that mirrors the real one for practicing things
have a dummy Weave app that mirrors the real one for practicing things
We have had a lot of trouble getting our Crystal PM schedule to sync correctly with the Weave online scheduler.
It would be nice to have the same dummy that we had during the initial building out phase.1 vote
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