We’ve noticed a major friction point with the Dentrix integration: when forms are submitted by patients through Weave, they all populate in the Patient Document Center under a single category labeled “Weave Forms.” Unfortunately, this generic folder doesn’t distinguish between form types like Health History, Insurance, or Consent.

This is creating more work for our team, not less — as we have to manually open, rename, and refile forms to stay organized. That defeats the whole purpose of automation.

We're asking for your development team to consider:

Allowing Weave to pass form metadata to Dentrix, so each form is automatically filed under the appropriate category based on its template.

At minimum, include the form type in the document title, so it’s easily recognizable without having to open each one.

An option to map each form type to a Dentrix category, either when the form is created or sent.

We're consolidating platforms to make things easier and more efficient — not to create new manual workflows. This improvement would make a huge impact for our team and likely others using Weave + Dentrix.