Steps to Take When Changing Your Practice Management System

Make sure your office continues running smoothly with Weave by checking that no information is lost and everything is still running as expected when you change management systems.

Setup Recall Reminders

If you change practice management systems with Weave, you must re-set up your Recall Reminders.

      1. Click the Hamburger_Menu.svg Menu in the upper right corner of the legacy desktop app
      2. Select Settings.svg Settings
      3. Click Automated_Reminders.svg Auto Reminders
      4. Select Recall Reminders
      5. Click through each Recal Auto-Message and verify that the recall types are still valid. A red outline for the recall Type Filter means there is an invalid recall type. Edit the filter and save it with the updated recall types you wish to include.

        Note: You may have recall types from your old practice management system with the same name as recall types in the new one. You will still need to set these Recall Reminders up again.

      6. Follow the steps to edit and save the reminder message
      7. Do this for each recall reminder you have set up with invalid recall types from the old management system

You will not need to do this with any new recall reminders you set up as long as you continue with the current practice management system(s).

Verify Your Data Source and Status Mapping

Follow the WeaveHelp article Data Owner Verification to make sure your data source (new practice management system) is connecting properly.

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