Once you have created your digital forms and packets you are ready to start sending them out to your customers.
Note: Depending on your practice management software, you can also add forms and packets to your auto appointment reminders. Click here to learn more.
Video Overview
You can send a form or packet from your Weave Desktop in the following ways:
- Messages
- Patients
- Forms (See separate article for instructions)
- Auto Reminders (See separate article for instructions)
You can also add a public form link to your website or send it to a patient who may not yet be in your system through text, email, social media message, etc. Customers who fill out a form through a Public Link will have to verify their identity through the pre-admission registration form before they can move on to your form or packet. Forms sent through Messages, Patients, or Auto Reminders will not include the pre-admission registration form.
Note: Forms that are not filled out will expire 1 hour after the scheduled appointment time. If a form is not associated with a schedule appointment, it will expire 15 days after being sent.
Send from Messages
Sending a form from Messages allows Digital Forms to autofill the patient's name.
- In your Weave Desktop Software select
Messages
- Search for the Patient or Customer Name
- Click on desired contact
Tip: Click the message icon
next to the patients name to choose the desired number to text - Click on the
Forms icon in the conversation window - Use the
dropdown arrow to select a form or packet - Select the method of delivery (text or email)
- Click to Send
- Edit the message in the text box as needed
- Click Send
Note: You can only see the Forms icon with customers saved as a contact. You must copy and paste the link into messages with customers not saved as a contact.
Send from Patients/Customers
Sending a form from Patients/Customers allows Digital Forms to autofill the patient's name.
- In your Weave Desktop Software select the
Patients/Customers
- Click on the desired patient’s photo or icon
Tip: Click the message icon
next to the patient's name to choose the desired number to text - Click on the Forms icon
- Use the dropdown arrow to select a form or packet
- Select the method of delivery (text or email)
- Click Send
- Preview and Edit your message as needed
- Click Send
Note: If family members share the same phone number you need to send the form from the patient profile, so the correct name is populated in the text and form.
Public Form Link
The Public Form Link allows you post a form or packet on your website, or send to a customer who might not yet be in your system. Customers who fill out a form through a Public Link will have to verify their identity through the pre-admission registration form before they can move on to your form or packet.
You can access the Public Form Link in your Digital Forms Dashboard on form or packet.
- Select
Form Builder
- Click on a previously built form or packet, or choose to build a new one
- Click the
Copy Link icon in the top right corner - Paste the link wherever you need the form to be accessed
You can then copy this link into a message, email, your website, social media page, etc.
Once a customer fills out your form, it will appear in the Form Activities tab under All Submitted.
Digital Forms Dashboard
- Open the Digital Forms Dashboard
- Select Form Builder
- Click on a previously built form or packet, or choose to build a new one within the Forms section
- Select Send
- Click Send within the pop-up
The desktop app will open and ask you to select a client to send the selected form to.
Sending Forms to Dependents within a Family
You may want to send a form to be filled out for a child's or dependent's appointment. To do that, follow the instructions above under the Sending from Patients/Customers tab, and choose the family member who the form needs to be filled out for.
When the form is sent by selecting the correct patient, the message will let the guardian know the form needs to be filled out on behalf of the dependent.
When the form is opened by the guardian, the name of the dependent will appear at the top of the form with the tag Dependent to help avoid any confusion.
Digital Forms Notification
If you have Digital Forms notifications turned on in the desktop app, you'll receive a notification every time a patient submits a form or packet.
Select View to:
- Mark the form submission as read by clicking on the submission
- See form details in the Digital Forms Dashboard by clicking the
Ellipses icon and selecting 
See Form Details - Mark as unread by clicking the Ellipses icon and selecting
Mark as Unread
Or select Ignore to remove the pop-up notification