Patients / Customers

Patient/Customer Profile Adding Contacts to Weave
  • Add and Manage Notes

    Notes is a great place to jot down information about the contact/family. To access:

    Legacy Desktop App Weave App (beta)
    1. Click into Blue_Patients.svg Patients or Customers in your Weave desktop app
    2. Select a profile you want to make a note on
    3. Select Edit.svg Notes on the bottom of the page
    4. Click on the Plus.svg Plus button in the top right corner to add a new note 
    5. Type your note in the box and select Save

    These notes can be viewed by anyone in your office and can always be edited or deleted. For customers grouped as families, a note cannot be added for individuals - any notes added will reflect under each family member no matter which contact the note is added under.

    Tip: Use notes to capture general information that doesn't need to live in your practice management software to help your team provide better customer service. For example, you could make a note about a person's preferences for conversation, hobbies, or interests to enable you to provide a more personalized experience for them next time they come in! 

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  • Create Follow-Up Reminders

    You may have a desk full of sticky notes with reminders to call or follow up with a variety of people. With Weave’s Follow-Up feature, you can get reminders to call or text patients at a later date/time.

    Tip: No matter who enters the Follow-Up Reminder, the notification will populate across the entire organization so that even if one person is out, others in the office will be able to see it.

    To create a Follow-Up

    1. Select the Blue_Lists.svg Lists feature

    2. Click on Clock.svg Follow-Ups

    3. Select the blue Plus.svg in the upper right corner

    4. Click User.svg Select Patient, and choose the desired patient

    5. Select Contact Method, and select either Phone.svg Call, Email.svg Email, or Chat.svg Text

    6. Click the Phone Number
    7. Add the time and date you want the Follow-Up

    8. Enter the message you want to send in the text box

    9. Select Save

    Follow-Up notifications

    You can click to View the patient information or to take Action on the Follow-Up

    Take action on your Follow-Up with these options:

    • Snooze - temporarily dismiss the reminder
    • Edit - make a change to your Follow-Up
    • Delete - if you no longer need to send the reminder
    • Click Send or Call to take action on your reminder
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  • Contact Profile

    The profile view in the Weave software provides a quick view of key details about your customers, clients/pets, or patients.

    Tip: When synced with your Weave phone, you can easily pull up the customer profile on incoming calls. See the Call Pop article for more information.

    Access customer profiles

    Legacy desktop app: Use the search bar at the top of the home page or by clicking the Blue_Patients.svgCustomers/Patients icon.

    Weave app: Use the Universal Search Bar at the top of the Weave app or click the Contacts.svg Contacts icon in the left navigation bar. Use the tabs on the left to see All, Active, or Inactive contacts. Click on any contact to pull up their profile on the right side of the page.

    Legacy Desktop App Weave App

    From the profile page, you have shortcuts and tools to:

    What is displayed in your software depends on your practice management software. Your software may display:

    • Customers
    • Clients (and Pets)
    • Patients

    Select the appropriate tab below to learn more.

    Customers Clients/Pets Patients


    You can add your customers to Weave either through a CSV Upload or by creating Custom Contacts.

    Once your customers are added to Weave, you can view them in your Customers List.

    On each customer page, you can:

    • Phone.svg Call
    • Message.svg Send a text
    • Email.svg Send an email
    • QuickFill.svg Add to a quick fill list
    • Pay.svg Send a payment request
    • Edit.svg View or add notes
    • Alert.svg Create follow-up reminders
    • Hamburger_Menu.svg View Communication history

    If an option is greyed out it is unavailable for that customer, For example, the Message.svg Message icon may be greyed out because the person opted out or they do not have a number capable of receiving SMS messages. You can only change information (including profile pictures) on custom contacts in the Weave software. 

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  • Add a Photo to Patient/Customer Profile

    Add a customer photo for easy identification as soon as they walk into the office. 

    This can only be done for custom contacts that have been manually added and not synced from a practice management system.

    1. Tap on Blue_Patients.svg Customers/Patients from the home screen of the legacy desktop app
    2. Select the name of the patient you wish to upload a photo to
    3. Click on the Edit.svg Edit icon in the top right corner

      Tip: If there is no edit icon, the customer was not manually added as a custom contact.

    4. Click the + photo button
    5. Choose an image from your computer
    6. Add your photo and click Save

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