Lists

All Lists Articles
  • View Your Follow Ups List

    From your Lists App, you can quickly view all of your incomplete or completed Follow Ups that have been set. For more information see Create Follow-Up Reminders

    Follow these instructions for managing your Follow Ups List.

    Using Your Follow Ups List

    1. From your Desktop App, click on the Lists icon
    2. Select Follow-ups
      Screen_Shot_2021-09-14_at_2.18.36_PM.png

      Tip: From here, you can view your upcoming Follow Up Reminders in the Incomplete tab, and the Follow Up Reminders that have been marked as complete in your Completed tab.

    3. Select a Follow Up Reminder
    4. Click on the appropriate icon to:
      • Take action on the Follow Up Reminder (Call, Text, or Email)
      • Delete the Follow Up Reminder
      • Mark the Follow Up Reminder as complete
      • Edit the Follow Up Reminder
      • Send a payment reminder, add a card on file, or make a payment
        Screen_Shot_2021-09-14_at_2.18.46_PM.png
    Read more
  • Send Quick Fill Appointment Messages

    Quick Fill makes it easy to message your customers who are needing to get in for an appointment as soon as possible. Follow these instructions to use Quick Fill to easily fill last minute cancellations or openings in your schedule. 

     

    Add a Customer to the Quick Fill List (Desktop App)

    1. Click on the Lists icon 

    2. Select Quick Fill
    Screen_Shot_2021-09-14_at_3.18.58_PM.png

    3. Click on the Plus.svg icon in the top right corner to add a customer to the list

    Tip: There is no limit to how many customers can be added to the list, but only up to 10 can be selected to be messaged at one time. 

    4. Add a note if desired

    5. Click Add to List 
    Screen_Shot_2021-09-14_at_3.17.21_PM.png

    Tip: If you have Weave Unify, you can filter your patient or customer list by location.

    You can also add a customer to the Quick Fill List using the Quick Fill shortcut in their customer profile:

    Screen_Shot_2021-09-14_at_3.18.36_PM.png

     

    Send a Quick Fill Message (Desktop App)

    After adding customers to the Quick Fill List, you can send them a Quick Fill Message. Follow these instructions to send a Quick Fill Message.

    1. Select the customers from your Quick Fill List that you want to add to the Quick Fill Message
    2. Click on Select Times
    3. Select Add Appointment Time to add an available appointment time
      Screen_Shot_2021-09-14_at_3.31.27_PM.png
    4. Click on the pencil icon to edit the date and time
    5. Add any additional times if desired
    6. Click View Message
      Screen_Shot_2021-09-14_at_3.31.36_PM.png

      Tip: You can select up to 3 appointment times at a time.

    7. Review the message
    8. If desired, edit the message by clicking on the template icon 
    9. Make your necessary changes and click Save Template
    10. Click Send
      Screen_Shot_2021-09-14_at_3.31.46_PM.png

    If Weave integrates with your Practice Management Software, then customers who schedule an appointment after receiving a Quick Fill text will be removed automatically from the Quick Fill list.

    If Weave does not integrate with your Practice Management Software, then you should remove customers manually after scheduling their appointment.

     

    Add a Customer to the Quick Fill List (Mobile App)

    1. Tap on the Lists icon
    2. Tap on the Quick Fill list
      Screen_Shot_2021-09-14_at_3.45.31_PM.png
    3. Tap on the Plus.svg icon to add a customer to the Quick Fill list
    4. Select on the customer you want to add
      Screen_Shot_2021-09-14_at_3.45.45_PM.png
    5. If desired, add a note about the customer
    6. Tap Add Note 
      Screen_Shot_2021-09-14_at_3.45.58_PM.png

     

    Send a Quick Fill Message (Mobile App)

    After adding customers to the Quick Fill List, you can send them a Quick Fill Message. Follow these instructions to send a Quick Fill Message.

    1. Select the customers from your Quick Fill List that you want to add to the Quick Fill Message
    2. Click on Select Times
    3. Select on the date and time of the opening you are trying to fill
    4. Click Set
      Screen_Shot_2021-09-14_at_3.54.57_PM.png
    5. Add up to two additional appointment openings if desired
    6. Click Compose Message
    7. Preview the default message, and make any edits if desired
      Screen_Shot_2021-09-14_at_3.55.08_PM.png
    8. Press Send to complete

    Read more
  • Birthday List

    Weave's Birthday List makes it easy to quickly view a list of your customers' birthdays, and take quick action to wish them a happy birthday. Follow these instructions to get use your Birthday List. 

    The availability of this feature is dependent on your practice management software

    Weave can also send out Automated Birthday Wishes. For information on setting that up, click here

    Using Your Birthday List

    1. Select the Lists app in your Desktop App
    2. Select Birthday
      birthday_list_1.png
      The list is in order of soonest birthday, starting with today. Screen_Shot_2021-05-13_at_4.54.00_PM.png

      Tip: If you have Weave Unify, you can filter this list by location

    3. Click into a name to call, text, or email a birthday greeting

    Screen_Shot_2021-05-13_at_5.01.33_PM.png

     

    Read more
  • Overdue Patients List

    Overdue Patients List makes it easy for you to quickly contact your patients that are overdue for an appointment. Follow these instructions to use your Overdue Patients List.

    The availability of this feature is dependent on your practice management software

    Using Your Overdue Patients List

    1. Click on the List App in your Desktop App
    2. Select Overdue Patients
      overdue_patients_1.png
    3. If desired, filter the list by one of your recall types
      Screen_Shot_2021-05-13_at_6.10.17_PM.png

      Tip: If you have Weave Unify, you can filter this list by location

    4. Click into a name to call, text, or email a recall reminder
      overdue_patients_3.png

    For information on setting up Automated Recall Reminders, click here

    Read more
  • Collections List

    Collections List makes it easy for you to quickly contact your patients that have an outstanding balance. Follow these instructions to use your Collections List.

    The availability of this feature is dependent on your practice management software

    Using the Collections List

    1. Click on the Lists app from your Desktop App
    2. Select Collections
      Screen_Shot_2021-05-13_at_6.32.16_PM.png
    3. Click into a name to call, text, email, or send a Text to Pay request to a customer
      Screen_Shot_2021-05-13_at_6.32.29_PM.png

      Tip: If you have Weave Unify, you can filter this list by location

     

    Read more