Protect yourself and your staff by screening patients with a wellness form prior to bringing them into the office.
Preview the Wellness Form
- Log into your Weave Portal
- Select Customers from the left side menu
- Click on Wellness Forms
- Click on the preview icon
to preview the Wellness Form
Note: Wellness Forms cannot be edited or changed.
Sending Wellness Forms
Wellness Forms can be sent a number of ways:
- Log into your Weave Portal
- Select the Customer Menu
- Click on Wellness Forms
- Click on the copy icon
to copy the URL - Paste the link into a text message or email to your customer
- Go to an existing message thread in Messages
- Click on the template icon
- Select Wellness Forms
- Adjust the message as necessary
- Click Send
Tip: Trying to limit the number of customers in your waiting area? Try the Curbside Waiting Room template! Click here to learn about editing your message templates.
The availability of this feature is dependent on your practice management software
- Click on the message icon
in Schedule to start a new schedule message - Select Wellness Forms
- Adjust the message as necessary
- Click Send
Tip: Trying to limit the number of customers in your waiting area? Try the Curbside Waiting Room template! Click here to learn about editing your message templates.
The availability of this feature is dependent on your practice management software
You can also add the wellness form variable directly to your Automated Appointment Reminders.
When editing your reminder message, click the Wellness Form icon to add it to the template, preview the message, and select Next to save.
Viewing Wellness Form Responses
Results will be posted in the Weave Portal after the form has been completed. Here you can filter by Name, Email, Phone, or Symptomatic results.
1. Click Customers from the menu on the left side
2. Select Wellness Forms from the dropdown
3. Launch a walkthrough, 
view training content, 
copy the form URL to send, or 
preview the wellness form
4. Filter by name, email, phone, or symptomatic results
5. Download individual forms by click the 
Download icon