Manually Add Custom Contacts

You can manually add contacts individually in Weave using the Desktop App. 

To upload multiple contacts see Upload Contacts via CSV.

Note: Adding a contact into Weave does not add them to your Practice Management Software or Electronic Health Record.

Add a Custom Contact

  1. Select the Patients or Customers icon in your Desktop App

  2. Click on the Plus.svg icon located in the upper right hand corner of your contact list

    Screen_Shot_2021-09-15_at_3.16.42_PM.png

  3. Enter the customer's information in the appropriate fields

  4. Add a photo if desired

    Screen_Shot_2021-09-15_at_3.16.50_PM.png

  5. Click Save
    Screen_Shot_2021-09-15_at_3.17.00_PM.png

 

Was this article helpful?
1 out of 3 found this helpful