All Lists Articles
  • View Your Follow Ups List

    From Lists within the desktop 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 Blue_Lists.svg Lists icon
    2. Select Clock.svg Follow-ups

      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:
      • Message.svg Take action on the Follow-Up Reminder (Call, Text, or Email)
      • X.svg Delete the Follow-Up Reminder
      • Check.svg Mark the Follow-Up Reminder as complete
      • Edit.svg Edit the Follow-Up Reminder
      • Pay.svg Send a payment reminder, add a card on file, or make a payment
    Read more
  • Send Quick Fill Appointment Messages

    Quick Fill makes it easy to message your customers who need 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.

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

    You have the option to send Quick Fill messages either in the Weave Portal or the desktop and mobile apps. If you don't see one option, try the other.

    Desktop AppMobile App

    Add a Customer to the Quick Fill List

    1. Click on the Blue_Lists.svg Lists icon 

    2. Select QuickFill.svg Quick Fill

    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. Search.svg Search or scroll and select the customer you would like to add

    5. Add a note if desired

    6. Click Add to List 

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

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

    Remove a Customer from the Quick Fill List

    1. Within QuickFill.svg Quick Fill, click on the customer name you wish to remove
    2. At the bottom of the page, select Remove From List

    Note: A customer must have a note to be removed from the Quick Fill List in the desktop app. 

    Send a Quick Fill Message

    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. Check.svg 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
      • The first open time on your schedule will automatically populate here, so make sure to edit and add appointment times
    4. Click on the Edit.svg Pencil icon to edit the date and time
    5. Add any additional times if desired
    6. Click View Message

      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.svg Template icon, or just type in the message box to change the message for the specific customer(s)
    9. If you edit the message through Templates, make your necessary changes and click Save Template
    10. Click Send

    You will need to remove customers from the Quick Fill list manually after scheduling their appointment.

    Read more
  • Birthday List

    Weave's Birthday List makes it easy to quickly view a list of your customers' birthdays and wish them a happy birthday.

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

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

    Weave can also send out Automated Birthday Wishes. Learn more

    Using Your Birthday List

    1. Select Blue_Lists.svg Lists in your Desktop App
    2. Select Gift.svg Birthday
      • The list is in order of soonest birthday, starting with today. 

        Tip: If you have Weave Unify, you can Filter-Alt.svg filter this list by location

    3. Click into a name to Phone.svg Call, Message.svg Text, or Email.svg Email a birthday greeting
    4. If you choose to send a message through text or email, a default message will pop up ready to send

     

    Read more
  • Overdue Patients List

    The Overdue Patients List makes it easy for you to quickly contact your patients that are overdue for an appointment. 

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

    Using Your Overdue Patients List

    1. Click on Blue_Lists.svg Lists in your desktop app
    2. Select Alert.svg Overdue Patients
    3. If desired, Filter-Alt.svg Filter the list by one of your recall types
      • Check the recall type and select Apply

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

    4. Click on a name to Phone.svg Call, Message.svg Text, or Email.svg Email a recall reminder
    5. If you choose to text or email, a default message will pop up for you to preview before sending

    Note: To remove a patient from the Overdue Patient's List, change the due date for the patient in your office's practice management software.

    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 Blue_Lists.svg  Lists from your desktop app
    2. Select Pay.svg Collections

      Note: The balance for each payment reflects the total balance, even if insurance is going to pay a portion. You will have to wait for insurance to go through before the number accurately portrays the patient's owed payment.

    3. Click on a name to Phone.svg Call, Message.svg Text, Email.svg Email, or send aPay.svgText to Pay request to a customer
    4. If you choose to text or email, a default message will pop up for you to preview before sending

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

     

    Read more