Send Digital Forms in the Weave App (beta)

Once your forms and packets are created, send them to your customers within your browser or desktop app.

Learn how to access the Weave app (beta).

Send in a Contact Profile

  1. Within a contact profile, click the Forms_Elements.svg Send Form icon

    Tip: There are several ways to access a contact profile, including through the universal search bar at the top of the Weave app, Calendar.svg Schedule, Inbox.png Messages, and Contacts.svg Contacts.

  2. Select a form or packet
  3. Click Next
  4. Attach any additional documents if desired by dragging the file or clicking on the box and choosing from your computer

    Tip: If the PDF you attach (such as a treatment plan) requires an e-signature from the recipient, make sure to leave the Patient E-Sign Required toggle on.

  5. Choose to Send Directly to Recipient
  6. Select the number or email you would like to send the message to
  7. Compose your message by typing in the text box
  8. Click Send

Send through Digital Forms

  1. Within the Weave app, select the Forms_Elements.svg Digital Forms icon in the left navigation
  2. Click My Forms
  3. Select a form or packet
  4. Click Send in the top right corner
  5. Search and select the recipient
  6. Add any additional documents if desired by dragging the file or clicking on the box and choosing from your computer

    Tip: If the PDF you attach (such as a treatment plan) requires an e-signature from the recipient, make sure to leave the Patient E-Sign Required toggle on.

  7. Click Next
  8. Choose the delivery method (Send Directly to Recipient or Send on Kiosk- coming soon)
  9. Click the number or email you want to send to
  10. Compose your message using the text box
  11. Click Send

Send through Message Threads

Create a Form Template

  1. Click the Settings button in the top right corner of the Weave App
  2. Select Messaging in the left navigation menu
  3. Click Manage Message Templates in the Templates section
  4. Select the Create New Template button in the top right corner
  5. Fill out the following information 
    • Title
    • Location 
    • Template Type (Form)
    • Template Message: Make sure to include the Weave Forms Link dynamic field if you would like the receiver to be able to fill out your forms.
  6. Click Save

Send the Form Message

  1. Open the message thread for the contact you would like to send the form or packet to
  2. Click the FormsIcon.svg Form icon 
  3. Choose the packet or form you would like to send 
  4. Click Insert
  5. Choose the existing template you would like to use or Create New Template
  6. Click Send or Schedule Send
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