Weave Software Basics - Squarespace · Weave Software Basics . ... CONFIRMATION WRITEBACKS *Feature available for Dentrix G5-G6.2, EagleSoft vs.15-18, ... Microsoft Word - Weave Software

Weave Software

Basics

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TABLE OF CONTENTS

PHONE APP ................................................................... 3

MESSAGING APP .......................................................... 5

EMAIL APP ..................................................................... 6

PATIENTS APP ............................................................... 7

LISTS APP ....................................................................... 9

SCHEDULE APP ............................................................. 10

REPORTS APP ................................................................ 11

REVIEWS APP ................................................................. 12

MENU ............................................................................. 13

SETTINGS ....................................................................... 14

FLEXIBLE REMINDERS .................................................. 16

WRITEBACK CONFIRMATIONS .................................. 17


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Use the Navigation Panel to choose the screen you'd like to

view.

Click on the Phone app. The Patients tab lets you view your contacts. You can search

by first or last name.

PHONE APP

Click on a patient's name to quickly Call/Text/Email them.

Click on a patient's picture icon to be taken to Patient Details. From here you can also call, text, and

email.

Recent lets you view your recent calls. Missed calls will be in red. Use the filter at the top to view

only missed calls.


4

Voicemail gives you can access your Personal and General VM's. The

blue dot indicates a new message.

Click on a patients name to listen to the voicemail. Delete voicemail by clicking the trash

icon.

Press Dial Pad to call a number using the keypad.


5

MESSAGING APP

Conversations will be saved and can be viewed from the main

page of the Messaging App by clicking the patient.

Click on the Messages app.

to send a text.

Select the Plus icon to start a new text message.

Enter a patient name or number. Type your message or let your

patient know how you feel with an emoji and press Send.


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EMAIL APP

The Email app gives you the ability to email patients

directly from the software.

Enter your patients name, subject and your text. Click on Send and

your default email window will open.


7

The Tasks section shows what

needs to be done for your patients. Click into the bubble to check off when completed.

Click into the task to take immediate action on it.

PATIENTS APP

Select the Patients App to

view patient information. You can search for patients in the Search Bar by first or last

name.

Click on the patient's name to pull up the Family Overview.

To add Notes about the patient, click the add button and type in your note in the

field that appears.


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History will keep a record of incoming/outgoing calls and

texts.

Add Follow-Up for tasks that need to be completed for

patients by clicking on the plus sign in the upper right hand

corner.

Choose the contact method, the date and time the reminder

will appear, compose the message and click save.


9

Collections displays a list of patients with an overdue balance. Select the category you wish to

view. Click on a name to call/text/email.

Follow-Ups will keep a list of patients you need to follow up with. Create a new follow-up

reminder by tapping the + sign.

You can sort the Birthdays list by Today, Tomorrow, and

This Week.

Choose the Lists from the home screen.

Select the list you want to

view.

Overdue Patients displays patients who are overdue for an

appt. Select the category you wish to view. Click on a name

to call/text/email.

L ISTS APP


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SCHEDULE APP

Click the Schedule app. You can see the patients who have appts today or you can

click through the week.

Click the Patient Name to send them a reminder, or see patient details. Click on the picture icon

to see apt. details.

If you choose to email or text them a Reminder Message will appear that you can edit and

send.

Click into the bubble to change the confirmation status.

*This will confirm the appointment in most Practice Management Software. See pg. 17 for further details.


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REPORTS APP

Click on the Reports app to

view phone reports.

You will be able to view phone

reports for Today, the Week, the

Month, or choose More.

Click on the drop down arrow

to see details for each

category.

Click on More to be given

additional report options.


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REVIEWS APP

Click on the Reviews app to

generate positive online reviews.

This app is available for an

additional monthly charge.

View online and private reviews

here. Manually send an invite by

clicking on the “+” sign or go to

Settings for Automated invites.

Type in the name or number you

want the invite sent to and then

click Send Invite.

Positive responses are posted

online. Negative reviews are

directed to the Weave Reviews

app.

Review invites can also be sent by

clicking on the star icon on the

Appointment Detail screen found

in the Schedule App.

In your software Settings you can

turn on Review Invites to go out

automatically once an appointment

is completed.


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MENU

By clicking the Menu icon, you can see advanced options.

Select Support, New Features, check out our Release Notes, send us Suggestions, go into

Settings, or Log Out.

Send your Suggestions to us let us know how we can improve

the app for you!

Click into Support to get in contact with a member of our support team if you are having

trouble.


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SETTINGS

Click into the Settings icon from the menu screen.

Click an option from the Settings Menu.

Office Hours settings allow you to set up and edit your

operating hours. This setting controls the voicemail

greetings.

Turn on or off Auto-Texts to patients with mobile numbers for

Birthday Wishes and Appointment Reminders.

*See pg. 16-17 for further details.

General allows you to turn on or off pop-up notifications.

Turn on advanced options to show additional information on

the Notification pop-up window.


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The Phones setting allows you to enable call forwarding and

call recording.

Turn the Updates Download Prompt on to be sure you always have the latest version of Weave.

Select the navigation button on the timeline to scroll to the time

you would like to select.

The Patients setting is where you can manage how patient names are displayed on the

software.

Turn on Auto-Text Review

Invitations to send an

automated text invite

Click Data Sync to choose your recall types. Complete the

Status Mapping for Confirmation Writebacks.

*See pg. 17 for further details.


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FLEXIBLE REMINDERS

Customize your text and add the variables you want to be

included. Preview the message in the window below

and save.

Click Add Reminder to create a custom Appointment

Reminder.

Give your Reminder a name and then choose from the preset options or create your own.

Choose who you would like the reminder to be sent to and then

click next.

Once your reminder has been created you can edit, duplicate, delete or turn the reminder on

or off by clicking on the icons to the left.


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CONFIRMATION WRITEBACKS *Feature available for Dentrix G5- G6.2, EagleSoft vs.15-18, OpenDental, PracticeWeb, Dolphin, Easy-Dental, and OfficeMate.

Once your Appointment Reminders have been created

toggle on Automated Confirmations.

Toggle on Mark as Read so responses to auto text will not appear as new text messages.

Weave will read your responses and alert you on the Schedule App to any replies that need

your attention.

Click on the Alerts found in the upper right hand corner to view

the replies that need further action.

Respond to the patient by clicking into conversation

bubble.

Click into the Status to make a change make a change.


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If you have any more questions, please

contact us at:

weavehelp.com

888.579.5668

[email protected]

Weave Software Basics - Squarespace · Weave Software Basics . ... CONFIRMATION WRITEBACKS *Feature available for Dentrix G5-G6.2, EagleSoft vs.15-18, ... Microsoft Word - Weave Software

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