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New Weave App

How can we improve our new Weave application?

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189 results found

  1. Open up automatic insurance verification for Dolphin Management 11.4 and newer

    Right now Dolphin Management 11.4 doesn't sync up and autopopulate the information for insurance verification in Weave desktop app. This results in no real added benefit compared to using our previous insurance verification portal. It doesn't make sense to pay for this service when our other portal is included in our claims submission. The whole point of me switching to Weave for insurance verification is because I was told it integrates with Dolphin.

    1 vote
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  2. Fax Needs Print Preview for Outgoing Faxes

    The legacy app had the option to preview and print outgoing faxes. We need the new app to continue with this function. Can you help? Thanks!!

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  3. Need to Add Follow Up Reminders

    In the Legacy App, we utilized the follow-up reminders daily in our office. Please bring it back!

    1 vote
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    Started  ·  AdminPayge Kerman (Senior Director of Product Design, Weave) responded

    Hi Lindsay!


    Good news – this feature is not gone forever. It's under some heavy construction so we can give you something even better. We will soon be releasing our Task Center, which will allow you to do everything you could with follow-ups and more, such as assigning tasks, adding comments, setting due dates, adding a description, and beyond.


    I'll keep you posted as we roll this out!


    Thank you,

    Payge Kerman, Head of Product Design

    Payge.kerman@getweave.com

  4. payment plans

    We have an in office membership plan and there is no way for us to charge just the monthly membership fee. We end up creating a 3 year amount, and it's divided so the monthly charge is correct. Having the option to just have a recurring charge until we cancel would be so helpful.

    Also on that end, if the patients charge does not come out (insufficient funds, etc.), it should not PAUSE the plan, but either try again, or continue the next month. It's so difficult to resume a "paused plan".

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  5. Search patient by last, first name

    We need the option to search patient by first few letters of last name and first name like we have in the past. It is not time effective to type out complete names to find someone. I can enter Miller and get several hundred patients to choose from but to just type Mil,Ste to find Steven would be nice. Thanks!

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  6. Booking Site URL Redirect Option and/or Google Analytics Integration for Conversion Tracking Purposes

    I am trying to figure out how to track the Booking Site appointments that are scheduled as a conversion in my Google Ads account. Would it be possible to set up a way to add a redirect link back to our company website once the booking form has been completed so that the event can be tracked on our website?

    If the redirect isn't an option, possibly a direct API integration with Google Analytics would work instead. This would be a huge win for are marketing and reporting!

    Thanks for your consideration.

    1 vote
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  7. contact list for email campaign

    we are using email campaigns and would love to be able to enter recipients individually like we can with bulk texts, or to be able to select patients individually, rather than uploading a csv or using the create segment option, as the filters provided do not always match the needs we have.

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  8. Search for tags within calls - not just voicemail

    Would like to be able to sort CALLS by tags - just like VOICEMAILS can be. For instance - I can tag calls to review with staff. Would make the process easier.

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  9. The ability to recognize new patients in Dentrix before they are activated

    It would be nice if Weave could pull all new patients added in the software regardless of if they have been activated. We prefer to not activate the patient until they arrive, so we are not adding active patients to our count if they never actually become establish. If not active in software they can not be pulled up in Weave at all.

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  10. Reminder for overdue appointments is not working properly

    The system is not configured properly. Please see message string below. This patient was in for a dental cleaning on 3/31/25. On 4/2/25 she gets a message saying she is overdue for an appointment. It is embarrassing for us and makes it look like we are not on top of things.

    Mar 31, 2025
    Hello Gina! This is Monrovia Family Dentistry. We look forward to seeing you today at 10:30 AM! Thank you!

    Reply STOP to unsubscribe.

    Mar 31, 8:38 AM
    Apr 2, 2025
    Hello Gina, this is Monrovia Family Dentistry. Our records show you are overdue for an appointment.…

    1 vote
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  11. Schedule in new version far inferior to legacy version

    We became Weave customers 6 years ago, one of the main features that got us to switch from our previous company was the schedule. The legacy schedule showed me which patient was scheduled with which provider. If I have a hygienist call in sick, I could immediately start calling her patients from home to cancel them, without having to go to the office. If we had a patient call or message over the weekend or in the evening with an issue, I could see where my doctors may have an opening to let that patient know right then when they…

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  12. Edit CSV customers on the app.

    There need to be a way to edit CSV customers on the app. It should not be difficult to edit a customer. We have over 500 patients that are CSV. I should not have to go into an excel file and change the details every time something changes with one of my patients. Please Fix this ASAP!

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  13. Text YouTube links to clients

    Our clinic has produced a series of YouTube videos in-house demonstrating how to perform basic after-care tasks at home, ie how to pill a cat/dog, administering liquid medications, transdermals on cats, etc. We need the ability to text links to our YouTube videos to our clients in Weave.

    1 vote
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  14. Balancing Payments from Weave is not accurate

    Amount processed on top line of screen, does not match the itemized payments listed below (Screen shots included). The top line states a dollar amount processed. I've totaled the actual payments on the excel spreadsheet imported directly from Weave and the total does not match making it impossible to ensure payments are entered into our system properly. When speaking with support, I've been told that it can take up to 24 hours to deposit--this is not my issue. I'm not concerned about the deposit at this time (though maybe I should be), I'm concerned about not being able to ensure…

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  15. For OVERRIDES, there should absolutely be the option to send to a phone tree (not just a voice mail or forwarding number).

    I don't know how this isn't already possible, but you should be able to forward the call to a phone tree you have set up for vacations or holidays. Why do they have a sophisticated setup for everyday calls, but when you are away there are only two options which aren't so great?

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  16. Online booking

    With online booking it is frustrating that it does not sync to the provider column and shows available appointment times when there isn't. The program we used before read each column individually and showed exact times. This is frustrating for patients and staff.

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  17. When creating a new payment

    When creating a payment, we should have an option for Patient/Account and Insurance. Further this way the insurance payment can/should sync with the open claim in Eaglesoft so that we can select which open claim that payment needs to be applied to. Currently for insurance claims we have to create a payment called "insurance-insurance" so that we know it is not a patient payment and that it is a insurance claim. It is greatly appreciated to provide updates on this as syncing from Weave to Eaglesoft and vice versa is a huge reason we work with Weave.

    1 vote
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  18. Syncing between Weave and Eaglesoft

    Payments are syncing to an account instead of an specific patient - When the module was sold we were led to believe that once payments are made, weave syncs with a specific patient. Unfortunately, it sync with an account. This is an huge issue and inconvenience because there can be multiple patients within an account. So we have to manually go in there and link the payment to the correct patient. Furthermore, once we do that, then we have to link that payment to the respective procedure (this was expected, but not the latter). Please consider this enhancement.

    1 vote
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  19. On team Cheat

    Please update the team chat so that when sending direct messages, they move to the top of the chat, similar to how it used to work. This change will help ensure unread messages don't get overlooked, as many are currently going unnoticed.

    1 vote
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  20. Issues with the New weave APP? Reach out to Payge!

    I highly recommend that if you are having issues with the new app, like our office was, reach out to Payge H. Kerman Head of Product Design. She was more than helpful in showing us how to better use the app along with answering questions or issues we have with the new app. A lot of our issues are on their list of things they are working to improve along with a few ideas I bounced off of her. She is taking that to her team and promised to reach out to me once things are fixed. I loved the…

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