Adding Digital Forms to Appointment Reminders

If you have Digital Forms, you can add them to your Appointment Reminders for patients to receive automatically before an appointment. 

The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.

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

Add a Form or Packet to an Appointment Reminder

  1. Within the Weave Portal, choose Message.svg Messages from the left navigation menu
  2. Click Auto-Messaging in the dropdown
  3. Select the reminder to edit an existing reminder or New Auto-Message in the top right corner to start from scratch
  4. Fill out the auto-message settings
  5. Within the Compose Auto-Message section, choose which template should include a form
  6. Click Attach Form

    Note: This will only appear if you have signed up for Digital Forms and have already created at least one form or packet.

  7. Select the form or packet you would like to be included in this specific appointment reminder
  8. Select Attach
  9. If you have created a separate version of that form in Spanish, you can add that in the Spanish Form/Packet dropdown menu

    Note: You must have at least one patient set to Spanish in their patient settings to use Spanish Reminders.

  10. Click Update Auto Message

You will not see the form link in the preview of your message, but the form will be included. 

Learn about other ways to send a form.

Tip: We strongly recommend using your advanced filters in conjunction with Digital Forms. For example, if you want to automatically send a new patient form or packet to your new patients when they come in for their first appointment, filter your appointment type for only “new patients.” 

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