WeaveAutomation & Integration
Extend supported Weave and PMS connections with patient communication workflows.
Weave connects communication, scheduling, reviews, forms, and payments with supported practice-management systems. Capabilities depend on onboarding, the PMS connector, and the subscribed bundle.
Representative workflow
Weave
EHR & Clinical
- 01
Apply the project workflow
Missed-call follow-up using enabled Weave communication features
Project destination
The system or person selected for this workflow
How I use Weave
Weave provisions practice connections through onboarding and works with software vendors through its Integration Partner program; it does not document public self-service healthcare API credentials. Supported connectors can exchange patient contacts, appointments, confirmations, communication preferences, and—in some PMS integrations—ledger or payment data. Scheduling, forms, verification, and writeback vary by connector and subscription, so each workflow is confirmed against the practice's actual Weave bundle and PMS.
A practical starting point
Missed-call follow-up using enabled Weave communication features
Workflow blueprint
From Weave to useful action
A representative implementation pattern. The project determines the exact fields, logic, access, and destination.
Weave
EHR & Clinical
- 01
Use the required platform data
Patient contact information
- 02
Apply the project workflow
Missed-call follow-up using enabled Weave communication features
Project destination
The system or person selected for this workflow
What the integration supports
Facts checked
Authentication and access
Practice connections are configured through Weave onboarding with an authorized, supported practice-management system. Software vendors seeking direct platform access must use Weave's Integration Partner process; no public self-service healthcare API credentials are documented.
Useful data and actions
- Patient contact information
- Appointments and confirmation status
- Communication preferences and reminder responses
- Ledger and payment information on supported PMS connections
- Calls, texts, reviews, and scheduling activity
Constraints to confirm
- Available reads and writebacks depend on the specific PMS integration; Weave documents deeper patient, appointment, confirmation, and ledger exchange for certain Patterson products.
- Features such as forms, insurance verification, scheduling, and writeback depend on the subscribed Weave bundle and supported PMS.
- The practice must have authority to let Weave retrieve data from connected systems and remains responsible for required consents and permitted communications.
- A partner relationship or supported connector is required; credential sharing or an undocumented private endpoint is not a substitute.
What I automate with Weave
Missed-call follow-up using enabled Weave communication features
Review requests triggered from supported appointment data
Payment and ledger workflows on compatible PMS connections
Appointment confirmations written back where the connector supports it
Recall communication using data available through the configured PMS
Industries
Related integrations
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