Your Management System and Digital Forms

Learn how information from Digital Forms automatically transfers to integrated practice management software.

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

Additional Functionality for Integrations

Weave’s Digital Forms product is available to all Weave customers, making it easier than ever to collect important customer information.

This product also integrates with certain Practice Management Softwares for automated writeback functionality. Writebacks allow Weave to transfer the information your customers fill out in your form directly to your Practice Management Software.

You must authorize writebacks in the Digital Forms Dashboard before Weave will begin recording information from form submissions in your Practice Management Software. Learn how here.

Does my Practice Management Software integrate with Digital Forms?

Weave’s Digital Forms product currently integrates with the following Practice Management Softwares:

Open Dental (All versions)
PracticeWeb (v. 21+)
Dentrix (v. 6.3+)
Eaglesoft (v. 18+)
Dolphin (server)
Crystal
OfficeMate
Revolution

The information Weave can transfer to your Practice Management Software is dependent on which software you use.

What information writes back to my management system?

When a customer fills out one of your forms, certain information will record to your Practice Management Software, updating the customer’s record.

The chart below illustrates which information is transferred to your Practice Management Software from Weave:

Field	OpenDental/ Practice Web	Dentrix G6.3+	Dentrix Ascend	Eaglesoft 18+	Dolphin (server)
First Name	✅	✅	✅	✅	✅
Last Name	✅	✅	✅	✅	✅
Preferred Name	✅	✅	✅	✅	✅
Date of Birth	✅	✅	✅	✅	✅
Email	✅	✅	✅	✅	✅
Gender	✅	✅	✅	✅	✅
Marital Status	✅	✅	❌	✅	❌
Address Line 1	✅	✅	✅	✅	✅
Address Line 2	✅	✅	✅	✅	✅
City	✅	✅	✅	✅	✅
State	✅	✅	✅	✅	✅
Postal Code	✅	✅	✅	✅	✅
Mobile Phone	✅	✅	✅	✅	✅
Home Phone	✅	✅	✅	✅	✅
Work Phone	✅	✅	✅	✅	✅
Driver License Number	❌	✅	❌	✅	❌
Social Security Number	❌	❌	✅	❌	❌
Primary Insurance Information	❌	❌	✅	❌	❌
Secondary Insurance Information	❌	❌	✅	❌	❌
PDF Document Writebacks	✅ (Find in the Image Module in the medical history folder)	✅ (Only G7+, Find in the Document Center)	✅	✅ (Find in Smartdoc)	✅
Medical Conditions	✅	❌	✅	✅ (With the Medical History Form)	❌
Allergies	✅	❌	✅	✅ (With the Medical History Form)	❌
Medications	✅	❌	✅	❌	❌

Field	Crystal	OfficeMate	Revolution
First Name	✅	✅	✅
Last Name	✅	✅	✅
Preferred Name	✅	✅	✅
Date of Birth	✅	✅	✅
Email	✅	✅	✅
Gender	✅	✅	✅
Marital Status	✅	✅	❌
Address Line 1	✅	✅	✅
Address Line 2	✅	✅	✅
City	✅	✅	✅
State	✅	✅	✅
Postal Code	✅	✅	✅
Mobile Phone	✅	✅	✅
Home Phone	✅	✅	✅
Work Phone	✅	✅	✅
Driver License Number	✅	❌	❌
Social Security Number	❌	❌	❌
Primary Insurance Information	❌	❌	❌
Secondary Insurance Information	❌	❌	❌
PDF Document Writebacks	✅	✅	✅
Family Medical History	❌	❌	❌
Ocular History	❌	❌	❌
Medical Conditions	❌	❌	❌
Allergies	❌	❌	❌
Medications	❌	❌	❌

Additional Functionality for Integrations

Does my Practice Management Software integrate with Digital Forms?

What information writes back to my management system?

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