Help Center

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

Articles

  1. Updating your practice profile and placesChange the practice's time zone and telephone number, record its billing address, add the places you see clients, and upload your logo.
  2. Adding a visit typeSay what your practice offers, how long it runs, what it costs, whether it can be seen by video, and which note template it starts from.
  3. Setting practice hours, cancellation notice and check-in rulesSay when the practice is open, how much notice a client gives to cancel in the portal, and what has to be true before a client is checked in.
  4. Setting up your client portalOpen or close the portal, choose which parts your clients can use, whether new people can ask for a first session, and how far ahead clients may ask.
  5. Choosing how a signed note is correctedDecide whether clinicians correct a signed note with an addendum, a superseding note, or either.
  6. Writing your practice's client agreementsWrite or adapt a consent to treatment, privacy notice or other document in your practice's own words, and publish it for clients to agree to.
  7. Choosing privacy settings and requiring multi-factor authenticationSet the classification a new clinical record starts with, whether video sessions may be transcribed, how long transcripts are kept, and whether everybody must use multi-factor authentication.
  8. Exporting your practice's recordsTake a copy of your practice's records out of Weft as a FHIR R4 file, choosing which kinds of record go in it.
  9. Reading your practice's figures and activityRead the reports on writing up, attendance, collections, ageing and claims, and the practice's activity log.
  10. Changing how Weft looksChoose a palette, light or dark, the time and date format, and whether times show in the practice's clock or yours.
  11. Choosing invoice defaults and AutoPaySet default invoice lines, their order, automatic invoices and AutoPay.