Digital Forms

All Digital Forms Articles
  • Upload Forms into Digital Forms

    Moving to Digital Forms from a different forms system? Weave can make the transition easy. 

    Ready to add Digital Forms to your Weave Bundle? Click here. If you're moving from mConsent to Digital Forms, sign up here.  

    Begin the process of uploading forms

    1. Head to the Weave Portal
    2. Click Forms_Elements.svg Forms in the left menu
    3. Select Upload Forms from the Carrot_Down.svg dropdown
    4. Drag the files from your computer onto the page or click to upload
    5. Make sure you add all forms you would like to be digitized in Digital Forms

      Tip: Select the Trash.svg Delete icon to remove forms from your upload list

    6. Select Start Digitization

    Frequently Asked Questions

    Will I be notified once my forms are uploaded?

    You will receive several notifications throughout the upload process:

    • After uploading a file showing whether it was successful or not
    • After hitting Start Digitization
    • Once the forms have been digitized, you’ll receive an email including links training information

    What if the forms don’t look how I wanted? What if they are wrong?

    Weave Form Builders will digitize the data from your forms into the Weave Forms format. If you would like to make changes to the forms once they are digitized, the forms training will show you how to easily make edits.

    How do I let Weave know which forms go into which packet?

    Weave Form Builders will digitize each form individually. Once the forms are digitized, you can add them to as many packets as you would like. The forms training will show you how easy it is to create packets.

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  • Digital Forms Dashboard

    Get to know your way around 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

    You must have the user role of Admin to access the Forms dashboard.

    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

    See Forms in Progress

    To track which forms have been submitted, head to the dashboard and select Reports.svg Form Activities.

    Here you can see:

    • All submitted
    • Recently submitted
    • Not submitted
    • Failed sync (Information was not synced to your management system)
    • Completed (Form successfully synced to your management system)

    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

    3. Select the location you want to switch to

    4. Click Select

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  • Add a Logo to Digital Forms

    Personalize your forms by including your business logo when they are sent to clients.

    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. 

    You must have the user role of Admin to access the Forms dashboard.

    Logo Image Requirements

    Format: .jpg or .png

    Width: constrained to 200px

    Add or Edit a Logo

    1. Select Settings.svg Settings on the side of your Digital Forms Dashboard
    2. Click Branding Setup
    3. Select Add Logo to select a file or drag and drop your file from your computer

    Once uploaded, you will see a preview of your logo in the Settings page.

    Your customers will see the logo at the top of your forms.

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  • Add Your Legal Information to Digital Forms

    Instructions to add your legal information to your Digital Forms Dashboard.

    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. 

    You must have the user role of Admin to access the Forms dashboard.

    Legal Information

    You can add your Privacy Policy and Terms and Conditions to your Digital Forms Dashboard. Your customers can access this information when filling out one of your forms.

    Adding Legal Information

    1. Select Forms_Builder.svg Form Builder from the left menu of your Digital Forms Dashboard
    2. Click Legal Documents 
    3. Choose legal document you wish to edit - either Privacy Policy or Terms and Conditions
    4. Select the More.svg ellipses icon in the top right corner and click Edit.svgEdit
    5. Add the desired information

      Tip: You can copy and paste information from another document if you already have this legal information documented.

    6. Click Save 

    The links to your Privacy Policy and Terms and Conditions appear at the bottom of the form when opened by your customers.

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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

    You must have the user role of Admin to access the Forms dashboard.

    How to Create a New Form

    1. Select the Forms_Builder.svg 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. Select the Plus.svg icon in the Forms section

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

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

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

    Note: To request an image of driver's licenses or insurance cards, use the card capture field from the elements tab. This is not for credit card information.

    6. Add a Field Label in the pop-up box. This is the title of the field and should be either a description or a question.

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

    8. Click Add 

    9. Create a new section by scratch or by selecting a template from below the fields you've added

    Note: Forms that are longer than your computer screen will prompt customers to "Scroll down for more fields."

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

    • Preview your template

    • Save form

    The form will appear in the Forms section under the Forms_Builder.svg Form Builder.

    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.

    Tip: If incorrect information is populating in the finished form, make sure the user filled out the form accurately. Double-check that your form contains the right fields and text.

     

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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.

    You must have the user role of Admin to access the Forms dashboard.

    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. 

    Create a Digital Forms Packet

    1. Select Forms_Builder.svg Form Builder at the top of the dashboard menu
    2. Click Packets 
    3. Select the Plus.svg icon
    4. Click the title New Packet (unsaved) to name the packet
    5. Search for and select the forms you would like added to the packet
    6. Click Save Packet once finished 

    Select the More.svg ellipses icon in the top right corner to copy the link, edit the name, or delete the packet.

    Read more
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