Messages, Online Scheduling, Forms and More - What's New March 2023

New Weave Portal

Updates to the software help your Portal load significantly faster and better utilize screen space. These improvements also help set the stage for some of the most requested features and functionality from you, our customers.

Plus, you can now access Weave Quick Help through the web chat tool in the bottom right corner, making it possible for you to search our knowledge base, view the latest product updates, get page-specific help articles, or chat with our support team.

Messages Updates

Bulk Texting

Reach more customers directly on their phones with Weave Bulk Texting. It’s designed to save you time and send hundreds of messages at once to help grow your practice. You can effortlessly send or schedule messages to large groupings among your customer base and refine your list for more personalized messages with dynamic fields and recipient filters.

Learn more

Communication Preferences Management

Give each of your patients a personalized experience with your office through our message communication preferences. You and your patients can now manage what type of text communication they receive.

Learn more here

Notification Sounds for Messages 

You now have the ability to turn on a sound notification for all inbound text messages.

Learn more here

Text Writebacks for Eaglesoft 18 and OpenDental 

Easily choose selected messages from a patient text conversation and send them to Eaglesoft 18 and OpenDental as a patient note.

Learn more here

Manage Your Call Routing

Offices can now start setting business hours and managing their team’s call routing by using Weave’s newest feature, Main Line & Departments. Set and adjust call routing, call groups, phone trees, and more with a click of a button.

Learn more

Online Scheduling Updates

Custom Fields

You can create customized fields within the Online Scheduling request form, including the ability to add, remove, and create their own fields. For example, you can now add date of birth, gender, address fields, and even create a custom field that best fits your unique needs.

Learn more


Exceptions allow your office to have more flexibility over your office hours and when to accept an incoming appointment request. You can also set “rules” to override the set office hours within Online Scheduling.

Learn more about exceptions

Digital Forms updates

Digital Forms Actionable Dashboard

The refreshed Forms dashboard makes it easier to navigate and manage your form submissions from patients:

  • Revamped submission details and statuses help office staff quickly track the status of a form
  • New filters in the submenu—including Inbox, Reviewed, Completed, Sent, and Archived—allow offices to quickly see groups of submissions requiring action.

See more on filters

Digital Forms Link Expiry

Form links automatically expire after the appointment or after 15 days if there’s no associated appointment helping to prevent stray submissions coming in from old links previously sent to customers

Digital Forms E-Signature

With this new field in the form, offices will be able to collect true e-signatures from their patients or responsible parties, and also capture the date and time of submission in the generated PDFs, making them legally binding.

Digital Forms Integrations: Revolution EHR, Crystal PM, Eyefinity Officemate, and Practice Web

Digital Forms just got more powerful for offices with certain practice management systems. New optometry integrations allow offices with RevolutionEHR, Crystal PM, and Eyefinity Officemate to automate and customize data writebacks for new patient creation, existing patient updates, and PDF writebacks. Dental offices using Practice Web can set up automated, customizable writebacks for new patient creation, existing patient updates, completed PDFs, and medical history information.

See the integration specifics

Digital Forms Provider Review

One of the most requested features for Weave Digital Forms is now available to all customers using the feature. New user roles for Digital Forms allow your office to designate who is a Provider or Manager for forms-related tasks.

Once the roles are designated, offices have the option to require certain forms to be reviewed before they are approved and written back to the practice management system.

Learn more about setting up Provider Review

Learn more about using Provider Review

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