Request updates to the forms dashboard. Be able to delete sent forms not completed and archive completed forms. And hold more than 1000 forms.
Peter Longo commented
Add a way to delete or archive completed online forms once downloaded to patient chart so that the forms dashboard isn't always so full of completed forms. Even if we filter by recently submitted, there are MANY forms. Thank you for considering!
Has any of this been resolved? Has anyone been able to remove a form once its been seen or downloaded? Any ability to distinguish between ones we have read and ACTUAL NEW forms?
Please make the forms either deletable or marked as read as to easily see what forms are new and not new. Doesn't help when every single form is marked as 'Recently Submitted'
Vanessa Tester commented
1. Weave Forms - we would like to be able to delete or mark as finished the forms that have been submitted by a patient and that we have already downloaded and saved to their patient file. The list of submitted forms is long and we can't tell which ones have been downloaded and which haven't.
2. Weave Forms - it would be nice if we could resend a form from the list of unsubmitted forms. So that we could just go down the list and resend to those to still need to do their forms without getting out of forms and pulling up the patient separately.
3. MULTIPLE PHONE NUMBERS - we have several patients where parents are divorced and share custody. Both want appointment reminders texted to them. However, we can only put one number in Weave's patient information. ALSO, there are many times where mom and dad both have financial responsibility with separate accounts. We need to be able to text one of them regarding financial information that the other is not privy to. So being able to send an invoice to Dad and not Mom needs to be an option.
Amanda OM commented
Weave Forms ability to remove patients from recently submitted once we've downloaded them. We are having to scroll through and just remember if they've been done or not, spending wasted time verifying.
Irene Irene commented
Our front desk is trying to work with the online forms, but are getting frustrated with how it works.
Requests for forms/packets from new patients are not coming in at the rate we would like so to prompt them to fill out and submit them ahead of time, we wanted the wording changed on the message going out. I was told we (nor even your Tier 2 Team) cannot customize the message to fit our needs.
Also, we can't delete any of the "Not Completed" forms, so it appears as an endless list of red, unprocessed material on our Dashboard. We need to be able to get rid of the clutter or archive it somehow for the patients who came in and filled out paper forms anyway. I'm not sure what the response rate is for online forms for other offices is at this time, but ours is low. We want to increase the percentage of responses with new patients before we use it for updating existing patient information.
We would like another button on the Dashboard under the "Status" or "Action" column. Something that indicates that a team member has processed the file, so we're not repeatedly double checking if someone has downloaded a file already.
And lastly, I was told an update will be coming soon. Can I get a time frame for that please?
Thanks in advance! The Team at Clinton Family Dental
Belinda Campbell - 2 commented
Agreed. I have 4 front desk and it is impossible to determine if a form has already been downloaded by a staff member so becomes very inefficient.
Digital Forms Dashboard - there needs to be a way to identify between unseen and seen completed forms. Maybe a check box we can mark when we have either verified the patient info or downloaded the PDF's (since we do not have an integrated system to automatically update changes to info)
Ashley Spierling commented
This is in regards to the Weave Forms. I wish that the list of sent forms was more organized. Being able to sort alphabetically by patient name or even status would be more helpful. Being able to check off a patient after staff reviews the forms and put them into another location would be fantastic.
Dr. Sharitha Uchil commented
For the forms, it gets really confusing with the uncompleted and completed forms all mixed together, it would be nice if they could separate once completed and have us be notified they are finished.
[Not Provided] OZARK EYE CLINIC commented
I would like to be able to archive the forms once we have uploaded into patients chart, I feel like it would make it easier to navigate and less confusing if multiple people are checking on the forms we receive.
EyeCare Associates commented
On forms we would like to be able to mark as printed or delete them
There should be a way to manually dispose of incomplete forms to keep up with clutter
Hello - We would love to have a third "Status" option on our forms dashboard. Currently the only statuses are completed and not completed. We have no way of knowing if a patient has viewed the form or has attempted to complete it. It would be very helpful to know if the link and form has been opened/viewed. Thank you!
Melanie . commented
you need to add a delete button on the weave digital forms so that we can delete them once we downloaded them in our dental software. that will keep us from having to go thru hundreds of forms
Please have in the sent forms list the capability to archive the sent forms so its easier to filter through most recent and which have forms have been taken care of.
Lauren Dunn commented
Our office would love a "completed" box or way to mark when we have checked and imported the paperwork completed by patients from the dashboard.
Kenda Praseuth commented
Is there a way to be more in control of our forms that we send out? We send them multiple links so they get created in the back end so quickly and it’s becoming difficult to manage. Sometimes people will fill out the older link and we have to sort through pages and pages of forms. If they are completed or they are no longer going to be filling it out, it would be nice to be able to delete them.
Also how does Weave decide who to pick for the caller ID. For example I am the mother of 3 so when I call in it pops up as Liam Foster which is my step son. Clearly a 3 year old is not trying to call the office so I was just wondering if there was a way to set a main person? Having this feature would be so nice. I like that you can see everyone in the family when we answer but having a random family member especially a child is annoying.
Theresa Spare commented
Archiving completed forms on the administrative portal.
We would like to see after a team member has uploaded a form from Weave that we can archive them so we have a completed task and other team members do not have research to see if the form was uploaded to a patients chart. It is very time consuming. Thanks!
Sadie Sagers commented
We recently signed up for Digital Forms. We would love an option to "archive" or hide sent forms & public submissions after we have viewed and downloaded them. It would be so much easier to sort through the list for new submissions if we could clear the old ones away.