How can we help?
Start here
- Setting up your practiceCreate a practice on Weft, confirm your email address, and sign in once the practice is approved.
- Signing inSign in with your email address and password, choose a practice if you work at more than one, and finish with your second step.
- Setting up multi-factor authenticationAdd a passkey or an authenticator app as your second step, keep your backup codes, and manage trusted browsers and open sessions.
- Resetting your passwordAsk for a reset link from the sign-in screen and choose a new password.
Browse by topic
Getting started
Setting up a practice, signing in, the second step that protects every account, and finding your way around.
15 articles
Clients
Adding a client, finding them again, correcting their details, and what they have agreed, been sent and been given.
8 articles
Moving to Weft
Importing your records from another system: how to export from it, what to send, and what comes across.
5 articles
Schedule
Working hours, booking sessions and standing arrangements, moving and cancelling, recording attendance, and the requests queue and waitlist.
7 articles
Notes and the clinical record
Writing and signing session notes, countersigning, correcting a signed note, diagnoses, measures and vital signs, and the templates notes and forms are built from.
7 articles
Video visits
Holding a session by video: the device check, letting the client in, the chart and note beside the call, a way in for somebody who cannot reach their portal, and transcription.
3 articles
Messaging
Working the inbox: replying to clients, starting a conversation, passing one to a colleague, and choosing which notifications reach you.
3 articles
Weft AI
What the assistant drafts and answers, how to use it on a chart, a note, a reply and a session, and how your practice turns each part on or off.
8 articles
Billing and payments
Card payments, invoices, taking and refunding payments, answering a card dispute, and issuing statements and superbills.
8 articles
Insurance
Billing health plans: turning it on, the payers you bill, a client's policies and eligibility, claims, and posting what a payer pays.
18 articles
Team and roles
Inviting colleagues, the role each one holds, supervision, suspending an account, and helping somebody back in.
3 articles
Practice settings
Your practice profile and places, visit types, opening hours and check-in rules, the client portal, clinical defaults, agreements, privacy, exports, figures and how Weft looks.
11 articles
Client portal for clients
For clients of a practice that uses Weft: signing in, asking for an appointment, joining a video appointment, forms, messages, bills, insurance, agreements and documents.
11 articles