Protect yourself and your staff by screening patients with a wellness form prior to bringing them into the office. 

Preview the Wellness Form

  1. Log into your Weave Portal
  2. Select Customers from the left side menu
  3. Click on Wellness Forms
  4. Click on the Preview.svg 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: 

Copy Wellness Forms Link for Text or Email
  1. Log into your Weave Portal
  2. Select the Customer Menu
  3. Click on Wellness Forms
  4. Click on the copy icon Screen_Shot_2021-06-11_at_1.01.34_PM.png to copy the URL 
  5. Paste the link into a text message or email to your customer
Wellness Forms Message Template
  1. Go to an existing message thread in Messages
  2. Click on the template icon Screen_Shot_2021-06-11_at_1.04.41_PM.png
  3. Select Wellness Forms 
  4. Adjust the message as necessary
  5. 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. 

Wellness Forms Schedule Messaging Template

The availability of this feature is dependent on your practice management software.

This type of messaging sends a text to each person on your schedule that can receive messages. Learn more about sending messages from your Schedule, including narrowing your recipients using filters.

  1. Click on the message icon  Screen_Shot_2021-06-11_at_1.36.19_PM.png in Schedule

    Tip: A pop-up will remind you that this way to message multiple patients should not be used for marketing - just schedule(appointment)-related information. Click Continue.

  2. Select Wellness Forms 
  3. Adjust the message as necessary
  4. 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. 

Add Link to Appointment Reminders

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 User.svg Customers from the menu on the left side

2. Select Wellness Forms from the Carrot_Down.svg dropdown

3. Launch a walkthrough, Training.svg view training content, Copy.svg copy the form URL to send, or Preview.svg preview the wellness form 

4. Filter by name, email, phone, or symptomatic results 

5. Download individual forms by clicking the Download.svg Download icon

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