3 results found

1. 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 votes

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   29 comments  ·  Miscellaneous  ·  Delete…  ·  Admin →
   Completed  ·  AdminMayur Pathak (Product Manager, Weave) responded

   Hi 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 > Tap on Forms Icon. The sending experience starts like the one above, and you’ll see the option 'Insert and Select Message Template' where you can select existing template or create new one.

   
   

   Additionally, you can create and manage all the templates using the New Weave Experience Template Management here. Just select the template type as Form while creating the message template.

   
   

   I've attached a quick demo recording for your reference.

   
   

   If you’d like more information, please email me at mayur.pathak@getweave.com. I'd be happy to help!

   
   

   Thank you for your patience and support. Please feel free to share any additional feedback you have related to Forms, our Forms New Weave Experience, or this particular feature!

   
   

   Best regards,

   Mayur Pathak

   Product Manager | Weave Digital Forms

   Hi 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 >… more

2. 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 votes

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   0 comments  ·  Miscellaneous  ·  Delete…  ·  Admin →
   Completed  ·  AdminKJ (Group Product Manager, Weave) responded

   Now, 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. 

   
   

   
   

3. forms and support

   When it comes to patient forms we are getting different information from the representatives. We were told that "patient profile information" would transfer into dentrix however it isn't. we had someone trying to help us for about 3 hours last week and never got a return phone call. i called again today and was told it isn't possible. we left our previous provider due to always getting inconsistent information. I personally do not see how these electronic forms are beneficial if they only transfer into the weave profile as we have to have the information with in our system so we can submit to ins. to be paid but also to best treat our patients especially when it comes to medical history and past dental history. I understand we can manually transfer it over but if that is the case we just as well use paper forms and not be paying the extra fee. Which brings me to the next area of feed back. For us to download and save the forms within in their chart we have to scroll through the pages of sent forms to see which ones have been received. It would be nice if we could have a toggle on the top to change the view to see the received forms on the top (newest to oldest). on that same note it would be nice to see which ones we have downloaded and saved with in a patients chart. We have multiple office staff who can be saving these documents but they are having to check in the chart to see which ones have already been completed. I believe a check box should be added where you can mark which ones have been saved or find a place to remove off that list once they have been updated and saved. My last area of feed back would be getting support and the wait time. I am still on hold with you guys to fix my other area of concern. I have been on the phone for over 2.5 hours and am still on hold. I have maybe talked to someone for 15 min and the rest has been wait time. This is very frustrating!

   When it comes to patient forms we are getting different information from the representatives. We were told that "patient profile information" would transfer into dentrix however it isn't. we had someone trying to help us for about 3 hours last week and never got a return phone call. i called again today and was told it isn't possible. we left our previous provider due to always getting inconsistent information. I personally do not see how these electronic forms are beneficial if they only transfer into the weave profile as we have to have the information with in our system so… more

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   0 comments  ·  Miscellaneous  ·  Delete…  ·  Admin →
   Completed  ·  AdminKJ (Group Product Manager, Weave) responded

   https://www.weavehelp.com/hc/en-us/articles/4406010098843-Your-Management-System-and-Digital-Forms