Once you have created your digital forms and packets you are ready to start sending them out to your customers.

This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office. 

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 Software in the following ways:

  1. Messages
  2. Patients

Select the appropriate tab below for instructions.

Messages Patients

Send from Messages

1. In your Weave Desktop Software select Message_Invert.svg Messages

2. Search for the Patient or Customer Name

3. Click on desired contact

4. Click on the Forms_Elements.svg Forms icon in the conversation window

5. Use the Carrot_Down__1_.svg dropdown arrow to select a form or packet

6. Select the method of delivery (text or email)

7. Click to 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.


Was this article helpful?
0 out of 3 found this helpful