Weave Unify

All Weave Unify Articles
  • Using Phone Analytics for Multi-Location Accounts

    Make sure your phone calls are being answered by using analytics to understand when calls are most likely to be missed, what locations tend to miss more calls, and how much time your team members are spending on the phone.

    You must have the user role of Admin to access this feature. See your role.


    To access phone analytics: 

    1. Sign into the Weave Portal
    2. Select Analytics.svg Analytics from the left navigation menu
    3. Use the buttons in the top right corner to choose either the Table or Charts view

    Each view contains different information:

    Table View Charts View

    Here you can see the following information for each call to your office:

    • Caller number: phone number of the calling party
    • Called number: phone number of the called party
    • Office User: the user at the location who picked up or dialed the number. The office needs to link their desk phone through the Weave Desktop App sign-in page
    • Call Type: Whether the call is outgoing or incoming
    • Source type: Identifies the caller as a "Current Patient" or "Unknown" in the management system
    • Date & time of the call: When the call was initiated in the local timezone of the location
    • Location Name
    • Patient ID: The value from the location's management software. Weave may attach a prefix to the ID (ex. 1_19260)
    • Patient Name
    • Result: whether an incoming call was:
      • Answered
      • Missed (during office hours)
      • Missed-ooo (after the office hours set in Weave, including lunch breaks)
      • Abandoned before going to voicemail
    • Action: last action that was taken in the call. This can include:
      • Answered (inbound & outbound calls)
      • Abandoned (incoming call was disconnected before voicemail)
      • Forwarded
      • Voicemail (Result will show missed call)
      • Blank field (If outbound call was abandoned)
    • Duration: total time of the call including ring duration in seconds
    • Call ID number: unique identifier of a call record

    Using Filters

    At the top of each view, you can use the following dropdown filters to narrow the phone data:

    • Location
    • Time period: yesterday, last 7 days, or last 14 days
    • Specific time period: choose a start and end date

    Download CSV Report 

    Keep your phone analytics to share by downloading a CSV of the data with the filters you’ve applied.

    Note: The timezone of the CSV data will be Greenwich Mean Time when downloaded to your computer.

    1. Click Export CSV
    2. Find the document in your downloaded files
    Read more
  • Weave Unify Features

    If you have signed up for Weave Unify, you will get additional functionality in your Weave phones and software to manage your business across multiple locations.

    Unify is a specific package for multi offices and may not be a part of your current Weave software.

    Weave Unify overview video

    Weave Unify features

    • Software location switching in app - quickly switch between your locations to access location specific information
    • Chat with team members across all location with Team Chat
    • Recall reminders can be configured to send from a specific location or for a specific recall type.
    • Shared user accounts added at the parent and/or child levels - use your same credentials to log in to different locations. You will need to be added as a user to different locations from an Account Admin. Click here to learn how to add new users.
    • Location based mobile access - allows you to call and text customers from multiple locations, check call logs, messages, and voicemails
    • Multi-location phone tree  ex. If you would like to speak with our Main St location press 1, our Broadway location press 2, etc.
    • Cross location call transfer, forwarding, and dialing via EXT number
    • Location based auto reminders - automated appointment, recall, and birthday greetings 

    The availability of auto reminders is dependent on your practice management software

    • Location based analytics - call analytics and recall analytics

    • Location based media recordings  - Customizable Hold and Voicemail Greetings

    • Waterfall ring groups, simultaneous ring of multiple locations, and cross-location call queues - ex. If calls are not answered within 4-5  rings at location ‘A’, the calls are then routed to location ‘B’

      • Shared patient data across multiple locations - choose which locations should receive shared patient data in the Weave Portal
      • Call from another location's phone number 
      • Call pop displays which location a patient is calling from 
      • Ability to check another location's voicemail if coverage is needed or voicemails are shared
      • Speed dial other locations/phones using Presence Keys


      Quickly filter lists so you can easily and efficiently manage and assist your customers/patients

      Read more
    • Switch Office Locations in Weave

      With Weave Unify, you can easily switch the location you want to view by selecting the location icon in the upper bar across the top of your Weave software.

      Unify is a specific package for multi offices and may not be a part of your current Weave software.

      Desktop App Mobile App Weave Portal
      1. Click on the Location.svg location icon at the top of your Weave screen

      2. Select the location you want to switch to

      Read more
    • Data Sharing

      With Weave Unify you are able to decide what information you want to share across your different locations. The data sharing can be customized per location, or you can choose to share information across all locations. You can share each location’s customers and/or the schedule with each other.

      Unify is a specific package for multi offices and may not be a part of your current Weave software.

      Note: Only users set up with the role of Admin on the Parent location can set and manage these settings. See Add and Manage Users to learn more about user permissions.

      How to share data 

      1. Log into the Weave Admin Portal

      2. Make sure your location is set to your Parent Location. Your location will be in the upper left corner of your portal, select the drop down arrow to switch or change a location.

        Note: You must be set up as an Admin User on this location in order to manage these settings.

      3. Select Data_Sync.svg Data Sources from the menu on the left hand

      4. The Data Source Tab at the top of your screen allows you to see the data sources currently connected and synced to your account

      5. Optional: You can select to Add Data Source if you need to connect an additional account, If you want to connect another integrated practice management data source you will need to contact Weave support

      6. Optional: You can select the Settings.svg Gear icon next to a data source to give it a name that is easy to recognize for your team.

      7. Select the Location Access tab to manage sharing across locations

      8. How you share data depends on your Weave package. See how you can identify your product bundle.

      Weave Plus Weave Core

      Select the dropdown next to each location to enable the data you would like to write back to that management system.

      • Check the Contacts boxes to allow writebacks from all locations or the individual boxes from only specific locations 
      • Check the Schedule boxes to allow writebacks from all locations or the individual boxes from only specific locations 
      Read more
    • Use Location Filters in the Weave Desktop App

      With Weave Unify, you can easily filter your lists by office location for an easier experience throughout the desktop app.

      Unify is a specific package for multi offices and may not be a part of your current Weave software.

      You can filter your lists by using the Filter-Alt.svg filter location icon throughout your Weave software. Filters can be found in the following apps in the Desktop software: 

      1. Patients Feature
      2. Lists Features
      3. Schedule Features

      Click on the Location.svg Location icon to switch locations.

      Read more
    • Call from Another Location's Phone Number

      Weave Unify Offices can call back patients from another location’s phone number. If you are helping answer and manage calls for another office set up with your Weave Unify account you can easily switch to that location to place an outbound call from their phone number.

      Unify is a specific package for multi offices and may not be a part of your current Weave software.

      How to call from another location's phone number

      1. Click on the Location.svg Location Pin in the upper banner of your Weave desktop software.

      2. Select the location you want to place an outgoing call from

      3. Verify you are in the desired location

      4. Search.svg Search for the person you want to call (you can search by first or last name)

      5. Click on the Phone.svg Phone icon

      6. Click on the phone number you want to call

      7. Customer receives a call from that locations phone number

      Read more