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Digital Forms

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  • Your Management System and Digital Forms

    Learn how information from Digital Forms automatically transfers to integrated Practice Management Softwares.

    This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office.

    Additional Functionality for Integrations

    Weave’s Digital Forms product is available to all Weave customers, making it easier than ever to collect important customer information.

    This product also integrates with certain Practice Management Softwares for automated writeback functionality. Writebacks allow Weave to transfer the information your customers fill out in your form directly to your Practice Management Software.

    Does my Practice Management Software integrate with Digital Forms?

    Weave’s Digital Forms product currently integrates with the following Practice Management Softwares:

    • Open Dental
    • Dentrix (Beta)
    • Eaglesoft

    The information Weave can transfer to your Practice Management Software is dependent on which software you use.

    What information writes back to my management system?

    When a customer fills out one of your forms, certain information will record to your Practice Management Software, updating the customer’s record. 

    The chart below illustrates which information is transferred to your Practice Management Software from Weave:

      OpenDental Dentrix (Beta) Eaglesoft

    First Name

    		 x x x
    Last Name x x x
    Preferred Name x x x
    Date of Birth x x x
    Email x x x
    Gender x x x
    Marital Status x x x
    Address Line 1 x x x
    Address Line 2 x x x
    City x x x
    State x x x
    Postal Code x x x
    Mobile Phone x x  
    Home Phone x x x
    Work Phone x x x
    Driver License Number   x x
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  • Digital Forms Dashboard

    The basics on how to access Weave Digital Forms.

    This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office. 

    Digital Forms Dashboard Overview

    In your Forms Dashboard you can:

    You can also send Forms and Packets to customers in the Weave Desktop App. Click here for more information.

    Access the Dashboard

    1. Log into your Weave Portal and select Forms_Elements.svgForms from the side menu

    2. Select Dashboard from the Forms dropdown menu

    3. Click the Go To Dashboard button

    Screen_Shot_2021-10-12_at_8.58.46_AM.png

    4. Sign in to the Forms Dashboard with your Weave Username and Password

    Switch Locations

    If you have multiple locations using Digital Forms, you can switch locations once you log in. 

    To switch locations,

    1. Click on your name at the top right corner

    2. Click Change Company

    Screen_Shot_2021-10-12_at_8.56.37_AM.png

    3. Select the location you want to switch to

    4. Click Select

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  • Create a New Form

    With Weave Digital Forms you can use and modify existing templates or create your own digital forms from scratch. You will need to be set up as an Admin for Digital Forms in order to create, edit or modify an existing form.

    This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office. 

    Video Overview

    How to Create a New Form

    1. Select the Form Builder tab found in the Forms Dashboard (see Access Weave Digital Forms Portal)

    Note: Forms can only be built on a desktop computer. Once built, you can send those Forms to customers who can fill out the form on a mobile device, iPad, or desktop computer.

    2. Click the Create Form button

    Screen_Shot_2021-08-09_at_2.57.27_PM.png

    3. Click into the Untitled Form header and give your form a name

    4. Click on the edit icon next to the Untitled section and give this section a name

    Screen_Shot_2021-08-09_at_3.32.03_PM.png

    5. Select a Primary Field or Element and drag and drop into the forms builder window

    6. Add a Field Label. This is the title of the field, and should be either a description or a question.

    7. Add a Field Name. This is the unique identifier of the field. 

    Tip: Field Names cannot contain any spaces. Best practice is to do description_function. For example, a Customer Signature field would have the field name of customer_signature. 

    Primary Fields already have a Field Name populated and cannot be edited. You only need to come up with a Field Name for customizable Elements. 

    8. Toggle on or off Required to make this field required as desired

    9. Click Add 

    Screen_Shot_2021-08-09_at_3.58.38_PM.png

    10. Create a new section by scratch or by selecting a templateScreen_Shot_2021-08-09_at_4.06.43_PM.png

    12. Once you are done with your form, select from the buttons at the top of your screen to:

    • Generate a PDF

    • Preview your Template

    • Save Form

    • Save and Exit the form builder

    Screen_Shot_2021-08-09_at_4.10.28_PM.png

    Once your form is complete, you can send it to customers through your Weave Desktop App. Click here for instructions.

    You can also combine multiple forms to create a packet. Click here for more information.

    Request Images on Your Forms

    Whether needing to save driver's licenses or insurance cards, Card Capture provides the option to include this information in your forms. 

    Note: Card Capture should not be used for credit card information.

    1. Select the Form Builder tab found in the Forms Dashboard (see Access Weave Digital Forms Portal)

    Note: Forms can only be built on a desktop computer. Once built, you can send those Forms to customers who can fill out the form on a mobile device, iPad, or desktop computer.

    2. Click the Create Form button

    Screen_Shot_2021-08-20_at_10.01.52_AM.png

    3. Select the Elements tab on the far left

    4. Drag Card Capture onto your form 

    Screen_Shot_2021-08-20_at_10.04.39_AM_1.png

    5. Enter a Field Label, choose if you would like it to be required, and then select Add

    Screen_Shot_2021-08-20_at_10.07.27_AM.png

    7. Select Save and follow the instructions above to complete your form.

    Your customers will be able to add both the front and back of any card you request into the form.

    Screen_Shot_2021-08-20_at_10.10.32_AM.png

     

     

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  • Create a Packet

    Once you have created your desired forms, they can now be added to packets. A packet includes multiple forms. For instance, a New Patient Packet could include all of the forms a new patient would need to complete prior to their first visit.

    This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office. 

    To create a digital forms packet

    1. Select the Forms Packet tab at the top of the dashboard menu

    2. Click Create Packet 1.png

    3. Complete the Packet Name

    4. Select the forms from the dropdown you want to include in the packet

    5. Repeat this step until all the forms desired have been added

    2.png

    6. Confirm all of the desired forms have been added

    7. Click to Create Packet

    3.png

     

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  • Send a Form or Packet

    Once you have created your digital forms and packets you are ready to start sending them out to your customers.

    This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office. 

    Note: Depending on your practice management software, you can also add forms and packets to your auto appointment reminders. Click here to learn more.

    Video Overview

    You can send a form or packet from your Weave Desktop Software in the following ways:

    1. Messages app
    2. Patients app

    Select the appropriate tab below for instructions.

    Messages Patients

    Send from Messages

    1. In your Weave Desktop Software select Message_Invert.svg Messages

    2. Search for the Patient or Customer Name

    3. Click on desired contact

    4. Click on the Forms_Elements.svg Forms icon in the conversation window

    5. Use the Carrot_Down__1_.svg dropdown arrow to select a form or packet

    6. Select the method of delivery (text or email)

    7. Click to Send

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  • Public Form Link & Public Submissions

    The Public Form Link allows you post a form or packet on your website, or send to a customer who might not yet be in your system.

    This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office. 

    Public Form Link

    You can access the Public Form Link in your Digital Forms Dashboard on any form or packet you've created by clicking on the Link icon Screen_Shot_2021-08-10_at_12.15.19_PM.png next to your desired form or packet. 

    You can then copy this link into a message, email, your website, social media page, etc.

    Public Form Submissions

    Once a customer fills out your form from the Public Form Link, they will appear in your Public Submissions tab. 

    From here, you can view a PDF file of the form responses by clicking on the PDF icon Screen_Shot_2021-08-10_at_12.23.47_PM.png.

    Once you open the PDF file, you can download or print the form from the menu options at the top.Screen_Shot_2021-08-10_at_12.32.18_PM.png

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