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
44 results found
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Automatic Messages with Weave Forms
We would prefer to be able to customize the message that is sent out with our new patient forms rather than the Weave generated one.
1 voteHi,
Thanks for reaching out! This feature is available in the Forms New Weave App (app.getweave.com/forms). It incorporates Message Templates into the form-sending experience, allowing you to streamline the process by utilizing pre-created templates. You can create your own message templates and reuse them while sending forms.
This feature is available across all touchpoints for sending forms, including the Patient Profile, My Forms section, and Messages Inbox.
Attached, you'll find a quick demo video showcasing this feature. Feel free to reach out to me with any feedback or questions.
Best regards,
Mayur Pathak | Product Manager
mayur.pathak@getweave.com
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Either increase size limit on pictures sizes or Weave compresses submitted pictures
Some patients that have the new iPhones can't upload their pictures with the card capture field in the forms (image size too big). To keep up with new technology and cell phone cameras capturing at high mp, requesting the limit size on pictures increased or Weave can compress larger images for submission.
1 voteThank you for your feedback. After reviewing it, we realized it was a fair request. As a result, we have increased the image upload size limit from 7 MB to 12 MB. We hope this change resolves the issue of image files being too large and meets most requirements.
Please feel free to share any additional feedback regarding digital forms.
Thanks & Regards,
Mayur Pathak
Product Manager
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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!
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Schedule forms to send
Allow forms to be scheduled to send. For example: a health history update form should have the option to be autogenerated once a year attached to a recall appt.
1 vote -
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 >…
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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…
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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
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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
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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…
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Forms Dashboard Signed In Timeout
Please eliminate the Weave Forms time out. While working in forms we are requested to sign back in multiple times a day because we've timed out, even if the Weave portal itself has not timed us out.
1 voteThank you so much for bringing this to our attention. I'm pleased to inform you that our team has addressed this, and you should no longer experience frequent logouts from the Forms Dashboard.
I would greatly appreciate it if you could confirm that the issue has been resolved on your end. As part of the solution, we have extended the Forms Dashboard idle timeout to 4 hours. This means that if you use Forms dashboard even once within a 4-hour window, you should not encounter any logouts.
We value your feedback immensely, and we encourage you to continue providing us with insights and suggestions. Please feel free to reach out to me on mayur.pathak@getweave.com if you have any further feedback or questions related to Forms.
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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
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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
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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.
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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
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Pre-Admission Registration Form in Spanish
We have a lot of spanish patients in our area and we've noticed that the spanish version of the Pre-Admission Registration Form has a few words or phrases that could be changed. For example, for birth date it currently says "fecha de cumpleanos" when "fecha de nacimiento" works better. Also, for the state where the patient resides it currently says "Expresar" when "Estado" would be more appropriate. Thanks.
1 voteThanks for your valuable feedback. We've updated the Spanish Pre-admission Registration Form as suggested.
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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…
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Insurance cards
Can the insurance cards be merged into one Pdf instead of two. This way the front in back is easier to access on review.
1 voteWe have no control on the layout of the forms our customers create because each form is different.
We've made many improvements to the layout of the PDF Forms generate. More layout improvements are underway. Please get back to us with examples if you're still facing this issue.
Thanks,
KJ
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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.
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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
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Highlight errors
We had a patient complete a new patient packet and we attempted several times to submit however we kept getting error messages. It would be great if the errors could be highlighted so that they can be corrected for form to be submitted.
1 voteAll mandatory form fields are validated and highlighted for easier correction if required.
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