AI Automation for Weave

22 workflow automations purpose-built on top of Weave — no data leaves your system, no parallel tool for your team to learn.

Roles using Weave

Chiropractic Office ManagerDental Office ManagerOptometry Practice ManagerOral Surgery Practice ManagerOrthodontics Practice Manager
Dental Office Manager · Communication & Outreach

Patient Experience Feedback Loop

AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Dental Office Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance

AI runs PDMP checks on every controlled-substance order, documents the check in Dentrix, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Dental Office Manager · Operations & Workflow

Infusion Chair & Drug Scheduling

AI schedules infusions against chair capacity in Dentrix, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Dental Office Manager · Operations & Workflow

Prior Authorization Submission

AI checks payer-specific PA requirements, pulls the chart from Dentrix, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Orthodontics Practice Manager · Finance & Accounting

Daily Denial Worklist Triage

AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Orthodontics Practice Manager · Finance & Accounting

Claim Denial Appeal

AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Orthodontics Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep

AI sends the intake packet via Dolphin Management, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Orthodontics Practice Manager · Communication & Outreach

Referral Management & Loop Closure

AI triages incoming referrals by acuity, schedules them into open slots in Dolphin Management, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Oral Surgery Practice Manager · Communication & Outreach

Referral Management & Loop Closure

AI triages incoming referrals by acuity, schedules them into open slots in WinOMS, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Oral Surgery Practice Manager · Reporting & Analytics

Coding & CDI Quality Check

AI reviews every encounter in WinOMS, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Oral Surgery Practice Manager · Data Entry & Processing

Insurance Eligibility Verification

AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — write-offs from bad eligibility drop 85%. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Oral Surgery Practice Manager · Finance & Accounting

Patient Balance Collections

AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from WinOMS, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Oral Surgery Practice Manager · Communication & Outreach

Lab Result Triage & Follow-up

AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up when indicated — no abnormal result sits more than 24 hours. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Chiropractic Office Manager · Finance & Accounting

Patient Balance Collections

AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from ChiroTouch, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Chiropractic Office Manager · Communication & Outreach

Lab Result Triage & Follow-up

AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up when indicated — no abnormal result sits more than 24 hours. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Chiropractic Office Manager · Reporting & Analytics

HEDIS / Quality Measure Tracking

AI tracks every measure gap in real time from ChiroTouch, schedules outreach for overdue patients, and reports attainment monthly — practices hit bonus thresholds instead of missing them. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Chiropractic Office Manager · Operations & Workflow

Surgical Case Scheduling

AI orchestrates the booking across ChiroTouch and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Chiropractic Office Manager · Communication & Outreach

Patient Recall & Gap Closure

AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Chiropractic Office Manager · Communication & Outreach

Telehealth Visit Follow-up

AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in ChiroTouch, and schedules the next visit — the care plan actually happens. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Chiropractic Office Manager · Operations & Workflow

Provider Credentialing & Payer Enrollment

AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days to 60. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Optometry Practice Manager · Communication & Outreach

Patient Experience Feedback Loop

AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

Optometry Practice Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance

AI runs PDMP checks on every controlled-substance order, documents the check in RevolutionEHR, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running Weave — uses the native API or agent integration so nothing leaves the system of record.

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