Set Up Provider Review

Allow information sent through Digital Forms to be signed off before writing back to your practice management system with Provider Review. Learn how to use Provider Review.  

Map a Provider

Add special forms permissions to allow practitioners in your office to use Provider Review.

1. Within the Weave Portal, select Account from the left navigation
2. Click Users
3. Choose to either add a user or edit an existing user
4. Under Roles & Location Access, use the dropdown to choose one of the following roles
   • Forms Manager: Allows a user to assign submissions to a provider or approve submissions themselves
   • Forms Provider: Allows a user to sign submissions for approval
5. If you choose Forms Provider, select the corresponding provider with scheduled appointments in your practice management system from the dropdown

   Note: Any names that are greyed out and tagged as “mapped” have already been used for a Forms Provider user. If a provider name is not shown, they don’t have any appointments scheduled in the practice management system.

6. Click Submit

Designate a Form or Packet for Provider Review

Next, you’ll need to choose which types of forms or packets need to be reviewed before being written back to your practice management system.

1. Open the Digital Forms Dashboard
2. Click Form Builder
3. Within Forms or Packets, select the form or packet you would like to designate for Provider Review

   Note: Designating a packet for Provider Review does not designate each individual form. Only when the packet is sent will they require review unless you turn on Provider Review for each form individually.

4. Click on the Review icon in the top right corner
5. Within the pop-up, toggle on Needs Review

   Tip: If the icon is blue, the form is already marked for review

Once designated for Provider Review, the form will only sync with your practice management system after it’s approved.