Patients / Customers

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

    Notes is a great place to add a quick note about the patient/family. To access:

    1. Click into the Patients_Invert.svg Patients or Customers application in your Weave Desktop Software

    2. Select a profile you want to make a note on

    3. Select Edit.svg Notes

    4. Click on the Plus.svg Plus button in the top right corner to add a new note. 

    These notes can be viewed by anyone in your office, and can always be edited or deleted.

    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 which can then enable you to provide a more personalized experience for them next time the come in! 

    Read more
  • 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 follow up with patients you need to call or text at a later date.

    Weave will notify you when the follow-up date and time arrives so that the reminder does not fall through the cracks.

    Tip: No matter who enters the followup, the notification will populate accross 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 Lists_Invert.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 Select Date and Time, and add the time and date you want the follow-up

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

    8. 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 - to 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
    Read more
  • Customer Profile

    The profile view in your Weave software provides a quick-view on 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 our Call Pop article for more information.

    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

    You can only change information (including profile pictures) on custom contacts in the Weave software. 

    Read more
  • Add a Photo to Patient/Customer Profile

    Add a photo of your customers for easy identification as soon as they walk into the office. 

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

    1. Tap on Patients_Invert.svg Customers/Patients from the home screen
    2. Select the name of the patient you wish to upload a photo to
    3. Click on the Edit.svg Edit icon (in the bottom corner of the profile photo in the mobile app, or the top right corner in the desktop app)
    4. In the mobile app, Take a Photo or Choose From Library. Choose an image from your computer if adding the photo in the desktop app.
    5. Add your photo and click Save

    Read more