Skip to content
MARKWELL

Contacting Patients & Log Action

How do I schedule a follow-up while logging an action?

With the Treatment Outcome set to Not Booked, choose when the next follow-up should be, then save the action.

How it works

  1. Set the Treatment Outcome to Not Booked.
  2. Choose 1 week, 2 weeks, 4 weeks or Choose date.
  3. Check the follow-up date Markwell shows.
  4. Select Record Action.
Markwell Log Action form showing a Not Booked outcome and a two-week follow-up.
Fictional demo data

Good to know

  • Saving the new follow-up replaces the treatment plan’s existing active follow-up, if it has one.
  • Follow-ups appear in the team’s shared Follow-Ups queue when they’re due.

Still stuck?

Tell us what you were trying to do, and where it went wrong.

Contact Markwell Support