Digital Forms in the Legacy Desktop App

While most actions for Digital Forms happen in the dashboard found through the Weave Portal, some information can be seen in the legacy desktop app.

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

After clicking on a forms notification or the Blue_Forms.svg Forms icon or after opening the desktop app, you can see:

  • Recent submissions
  • Requests your office has sent but not received (Sent)

Filter for unread submissions by selecting the Filter-Alt.svg Filter icon and checking the Filter unread submission box.

Send a Form

  1. Click the Send.svg arrow in the bottom right corner
  2. Select the recipient

    Tip: Click the Message.svg message icon next to the patient's name to choose the desired number to text

  3. Choose the form or packet 
  4. Select whether the form should be sent by text or email

See all the ways to send a form or packet

View a Submission

  1. Select the More.svg More icon next to the submission you would like to open in the Digital Forms Dashboard 
  2. Click See Form Details

A window will open with the submission in the Digital Forms Dashboard.

Mark as Read or Unread 

  1. Select the More.svg More icon next to the submission
  2. Click Mark as Unread/Read

Digital Forms Notifications

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
  • See form details in the Digital Forms Dashboard
  • Mark as unread

Or select Ignore to remove the pop-up notification


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