Digital Forms
Thanks for taking the time to share your ideas and help us improve Digital Forms.
We value your feedback and look forward to creating a better experience for our valued users.
Please mention whether you want our team to contact you when we start working on your idea.
Cheers,
Digital Forms team
43 results found
-
Customize the text for Weave Forms message
I would like to be able to customize the text message that is being sent with the Weave Forms. Currently I copy and paste what I would like it to say each time, as you can imagine this is a but redundant.
68 votesHi Everyone,
I'm excited to announce that in our New Weave experience, we’ve added Message Templates to the Form Sending Experience! This feature lets you streamline your form-sending process by using customizable message templates, now available across all touchpoints, including the Patient Profile, My Forms Section, and Messages Inbox.
Check out the Forms new Weave experience here.
How to Use the Forms Message Templates:
My Forms Section:
Navigate to My Forms > Select Form > Send > Select Recipient > Share in Message. You’ll see the option to Select a Template and you can also Create a New One.
Patient Profile:
Go to Patient Profile > Select a Patient > Tap on Forms Icon. The sending experience starts like the one above, and you’ll see the option to Select a Template or create a new one when you choose Share in Message.
Messages Inbox:
Navigate to Messages Inbox >…
-
Archive Forms
Request updates to the forms dashboard. Be able to delete sent forms not completed and archive completed forms. And hold more than 1000 forms.
38 votesDear Customer,
We're pleased to announce the general availability of Bulk Archive -- our newest and second-most requested feature.
- Now, you will be able to archive one or more forms (upto 100 forms at a time) regardless of their status -- whether they're sent, submitted or synced.
- Once archived, you will also be able to unarchive one or more forms if needed.
We're making continuous improvements almost on a weekly basis, to bring you more such useful features to improve the efficiency of data collection and synchronization. We'll update you as soon as they are ready to go live.
Thank you so much for your patience and trust!
-KJ
Group Product Manager, Weave
-
Choose which forms to display in Kiosk Mode
We'd love to be able to choose which forms are displayed when a patient selects either "New Patient" or "Existing Patient" in kiosk mode. Currently both options show all our forms which has the potential for confusion. Thank you!
31 votesHi Everyone,
Thank you for your patience and enthusiasm.
I'm excited to announce this improvement to our Kiosk Mode Patient Self Check-In, making patient check-ins smoother and more efficient. Within Kiosk Mode in the Digital Forms Dashboard, you can change how your forms and packets appear during the Patient Self Check-In flow. Pin frequently-used forms to the top, hide irrelevant ones, and apply filters to display only essential forms/packets to patients.
- While on the QR Code page within the Patient Self Check-In flow, click Customize Kiosk Forms in the top right corner.
- Select the Packets or Forms tab at the top.
- Use the Sort by dropdown to choose which order the forms/packets should appear for patients.
- Click the More icon next to a form/packet to Pin To The Top or Hide This From the Forms List.
- Click Save when you are finished.
- Select Confirm.
Hidden forms/packets will not…
-
Conditional Questions/Branching
Would be great if digital forms would allow for conditional branching or prompting (like if someone answers one question in a certain way, then an additional question/section would generate based on that answer.
Example: "Are you allergic to anything? yes/no..." answering no would allow them to keep going through the form, while answering yes would trigger another question to appear/generate. ex "please type what you're allergic to". Google forms can do it. So was hoping you can too!22 votesHi Everyone,
Thank you for your patience and enthusiasm. I am excited to announce that we have made significant progress and recently launched the Conditional Logic feature for a select group of customers. As one of the original requesters, we have added all the offices here to our beta program. Here are the steps to follow to use this feature in the Form Editor:
Add Conditional Logic
- While editing or creating a form, find the field you would like to have conditional logic. Make sure any fields you would like to make conditional are also added.
- Click Add Condition in the bottom right corner of the field box you would like to add conditional logic to.
- Use the dropdowns to fill out the If the answer is, Then, and Field boxes.
- TIP: You can choose multiple fields to make conditional.
- Click Save Form when finished editing. You can…
-
Autofill patient info from previous form
We would like for Weave forms to automatically fill in patients' information from their previous form so that way patients don't have to fill out information each time they need to update their medical history form. Patients would be able to just look over there previous one they filled out last, and then make changes if they need to. If no changes need to be made, then we could have patients just sign the form!
18 votesExciting News! Pre-Filled Forms Are Here!
We’re excited to share that the Pre-Filled Forms feature is already live and available for all existing patients! With this feature, patients can securely access their pre-filled forms using a one-time password (OTP), review their information, make updates if needed, and submit—all in just a few clicks.
This includes not only Primary and Elements Field but also extends to medical history forms, including Eaglesoft and OpenDental. Say goodbye to repetitive form-filling!
Thank you for your valuable feedback that helped make this possible!
-
PCI DSS compliance to enable secure capture of CC info in Forms
PCI compliance so that you can capture CC information on a patient's form for secure storage in PMS. Competitors are doing this and I would love to see Weave get this done soon!
13 votesWe’re excited to announce this new feature in the Weave App to simplify and enhance your payment collection process—the “Card on File” section in Digital Forms!
Key Highlights
Seamless Integration: Easily add the “Card on File” section to your forms using the Form Builder Payments tab.
Secure Payments: Credit card details are securely handled via Stripe, ensuring PCI DSS compliance.
Simplified Patient Experience: Patients can securely submit their credit card details, which are stored for future payments.
How to Get Started
Feel free to reach out, and I’ll share more details with you. I’d be happy to add you as an early adopter of this feature, currently in its beta stage.
Attached is a quick demo video for your reference.
Best regards,
Mayur Pathak
Product Manager
mayur.pathak@getweave.com
-
E-signature and Provider Review
Hi Weave Team,
Our office recently onboarded Weave Forms and we are hoping to have some suggestions be implemented. One feature we'd really like to see is a section at the bottom of the forms for our patients to manually sign a signature. Currently we are informed that only the electronic typed signature is possible. Another feature that we are requesting is the ability to hide certain sections until the form is completed. Ex. The section for the Dr's signature at the bottom so the patient doesn't accidentally fill this out also. Please let us know if these would be…
9 votesE-signature options and Provider Review are generally available.
You can add e-signature fields to your form in Form Editor > Elements. Form recipients can draw, upload an image or type their name or initials when e-signing forms.
Also, providers can review form submissions from patients and e-sign approved forms before they writeback to your PMS.
Please refer to Setup Provider Review for details.
Best,
KJ
-
Transfer of Documents for patients to sign
We've recently switched from Yapi to Weave. One of the features we loved about Yapi was the ability to transfer documents to specific patients from Dentrix so that they could be signed electronically. For example, when we do a treatment estimate. We would transfer the documents to Yapi for electronic signature to minimize paper usage since we are a paperless office. Once they signed the document it would go into the document center automatically.
8 votesHi,
In our new experience, we do have the capability to seamlessly attach Treatment Plans (or any other PDF document) for patient e-signature or review.
For a quick walk-through, please refer to the attached video.
To log in, follow these steps:
- Go to https://app.getweave.com/home/dashboard
- Navigate to Forms via https://app.getweave.com/forms
- Go to "My Forms"
- Select the Form that you want to send.
- Attach the PDF or Treatment Plan that you need to get signed by patients.
- Tap on "Next" and then choose either SMS or Email.
- Tap on "Send."
Patients can review and sign the documents on their device. After signing, you can view the e-signed PDFs in the submissions section and download the signed PDF document or combined file. The combined file (Form along with Signed PDF Document) is also written back to your system of record if you are an integrated office.
If you have any questions, please feel…
-
Eaglesoft Medical History Writebacks
URGENT
Medical History answers are not integrating to the Eaglesoft Medical History Form, which in-turn creates a pop-up medical history alerts with in eagelsoft.8 votesCustomizable Medical History (Hx) form for Eaglesoft is LIVE! 🎉
Thank you so much for your trust and patience! You can now customize the questions and format of your Eaglesoft medical history form as per your practice's needs and easily import it into Digital Forms. Just follow these simple steps:
- Customize your medical history form in Eaglesoft
- Set it as Default
- Go to Form Builder in Digital Forms and click the Eaglesoft Medical History form
- Click the Sync button to import it into your Forms list
- Add it to a packet if required.
We have more such highly requested features and improvements lined up for release. We'll keep you posted as and when they're ready for roll out. Please take a moment to rate this update and continue to help us make this product better.
Thank you!
Best,
KJ
-
8 votes
Dear customer,
Thanks for your patience!
We've made a host of updates to Weave Digital Forms. The newly revamped Form Editor now allows you to collect electronic signatures. You can add this element to any of your new or existing forms which allows your form recipients to either draw (touch-friendly), upload an image or type to eSign your forms.
Regards,
KJ
Group Product Manager, Weave
-
Synced PDF should have the form or packet name
When using digital forms... When they are integrated into Eaglesoft and saved as pdf in smart docs, they should be saved as the form name or packet name that is created instead of random numbers.
5 votesDear Customer,
Thanks so much for your patience. We're happy to inform you that PDFs of submitted forms will now have the original form or packet name when they save to your documents center / imaging module in your practice management software.
Thanks,
KJ
Product Manager,
Weave Digital Forms
-
Picture of Dental Insurance Card
For new patient forms, allow the patient to add a picture of the front and the back of their dental insurance card!
4 votesPlease use the Card Capture field for this purpose. It's available under Elements in Form Editor. Please refer to the attached screenshot.
-
Pre-built form templates
One thing our office used a lot from other digital form services was their pre-built templates. It seems inefficient to only be able to create forms from scratch, what if a new client would need a series of forms before they had time to create their own? An idea for a solution would be a forum/database with popular or necessary forms that many clients use (i.e. medical history form, new patient form, etc.). Especially for MSP's who have multiple clients all using a digital forms service using similar, if not the same, forms.
3 votes -
Show Patient Name for Auto-Sent Forms
On the Admin Portal, under the Forms Dashboard, in Sent Forms List - when a form is auto-sent (in our case, our custom wellness screening to patients every day) it doesn't display the Patient Name. It would be helpful to be able to see it, so at a glance you can see who has/hasn't submitted the form.
3 votes -
PreRegistration Form
When there is a missed call and the auto text goes out, we have added some text regarding "if you are a new patient, please click the link to fill out our new patient forms and someone will reach out to you as soon as possible." The link is set up for Weave Forms, but requires the "Preregistration" to be filled out. This is not a problem except that it requires an email. Some patients don't have an email or are reluctant to give one to us when they first call in to make an appointment. Could this be made…
2 votesHi Kristin and Clement,
Thanks for your feedback. I'm glad to share that email is no longer mandatory in pre-admission registration form. Please refer to the attached screenshot.
Please reach out to me directly (by replying to this email) if you have any questions.
Thanks,
KJ
-
Autofill e-signature
Our new patient registration forms are a lot. Is there any possible way to "autofill" date and signature? Similar to Docusign. It would save time and patience for many people
2 votesThanks for your patience. E-signature now carries over between fields and forms that are part of the same packet.
-
Carry over data from Verify Identity form to other forms in the packet
It would be helpful if we could view what information patient parents enter in on the Identity Verification screen. We don't want to require them to enter it again once in the actual form. Thank you!
2 votesThanks for your patience. The verify identity form is a security and compliance feature designed in accordance with HIPAA regulations.
We're excited to inform you that existing patients have to fill out only four fields of information in order to access forms via Kiosk mode.
Also, as of last week, any information that patients enter in the verify identity form will carry over and auto-populate into the primary fields* that are in subsequent forms in that packet. This is designed to avoid entering the same data over and over across forms in a packet, which significantly minimizes manual data entry and improves your patients' form filling experience.
Note: *carry over of information to identical fields across forms in a packet will work only if you have built forms with primary fields. It will not work with elements fields.
We hope you appreciate the improved user experience. We are working on…
-
Indicate that the form has more fields to fill out
Please update the user interface for Safari in regards to forms. Multiple patients have been mentioning errors that they cannot submit without a "please fill out the form" message. On Safari with Apple mobile devices, the "Next" button stops after the third line, patients do not know that there is additional information to fill out on a page when there are no indicators that scrolling is needed or when the block for the "next" button is large and takes up 1/3 of the screen device face. If either a scrolling indicator, or the section with the button is smaller could…
2 votesHI Kelly,
Thanks so much for your valuable feedback. We have made some improvements to the patient form filling experience on mobile web browsers. Attached is a video demo of the improvements.
We appreciate your patience.
Thanks,
Karthik
Product Manager,
Weave Digital Forms
-
Pre-Admission form/ Refreshs forms
Pre-Admission registration form screen should be able to be edited in the portal. There is a lot of information that we do not need and the patient does not fill it if there are consent forms. We fill that out since we know what the patient is coming for. Having the ability to enter what I want on the pre-admission form would be better.
Also, when a patient is filling out forms, if they accidentally refresh the page, then it kicks them out to pre-admission form and makes us start all over. This doesn't work because patients scroll up and…
2 votesThanks for your patience. The registration form is a security and compliance feature designed in accordance with HIPAA regulations. Therefore, customers will not be able to edit the registration form.
We're excited to inform you that existing patients have to fill out only four fields of information in order to access forms via Kiosk mode.
Also, starting today, any information that patients enter in the initial registration form will carry over and auto-populate into the primary fields* that are in subsequent forms in that packet. This is designed to avoid entering the same data over and over across forms in a packet, which significantly minimizes manual data entry and improves your patients' form filling experience.
As for accidental page refresh: the web browser will prevent users from accidentally refreshing the form page. They will see a confirmation popup like this: "Changes that you made may not be saved."
…
-
Populate Primary Fields in Forms with Existing Data
Please let the primary field fields be populated with data that is already in a patient's file.
2 votesNow, your patients will be able to enter their data once and have it populated in the subsequent forms in the packet -- as long as they enter the data in primary fields. The entered data will carry over if the same field is repeated across forms in a packet.
We cannot auto-populate existing patient data without a username and password. We don't have any plans at the moment to build a user management system to create usernames and passwords for patients using Digital Forms. However, we are not ruling out this functionality. Thanks for your valuable feedback.
- Don't see your idea?