Markwell Help
Follow-Ups
What is the Follow-Ups page?
Follow-Ups is your team’s daily contact workspace. It shows what’s overdue and what’s due today, across all your reports.
What should I do on the Follow-Ups page each day?
Work through Overdue first, then today’s follow-ups, recording each contact as you go.
What does Overdue mean?
Overdue means a follow-up’s scheduled date has passed and the follow-up is still active.
What does Due Today mean?
Due Today means an active follow-up is scheduled for today’s date.
Why don’t I see all my future follow-ups?
Future follow-ups stay quiet until they’re due, so the page focuses on what needs attention now.
How do I see follow-ups scheduled for another date?
Select a date on the calendar to see the follow-ups due on that day.
What do the numbers on the calendar mean?
The main number is the day of the month. A small amber number below it shows how many active follow-ups are due that day.
What happens if I don’t work a follow-up on its due date?
Nothing happens automatically. The next day, the follow-up becomes Overdue and stays active.
How do I clear an overdue follow-up?
Use Log Action to record what happened, then choose the next step.
How do I reschedule a follow-up?
Use Log Action if you’re recording a contact, or Change date if you only need to move the follow-up.
Why did a patient disappear from Follow-Ups?
A treatment usually leaves Follow-Ups because its follow-up was closed or moved, or the treatment reached an outcome that ends ordinary follow-up.
What happens to the follow-up when treatment is Booked?
The active follow-up closes, and the treatment moves from the daily contact queue to Booked — Awaiting Completion.
What happens to the follow-up when treatment is Completed?
The active follow-up closes and the treatment leaves Follow-Ups.
What happens to the follow-up when treatment moves to Long-Term Hold?
The active follow-up closes and the treatment leaves the ordinary Follow-Ups queue.
Are follow-ups assigned to individual staff members?
No. Follow-Ups is a shared team queue.
Can multiple team members work from the same Follow-Ups queue?
Yes. Everyone in the practice works from the same Follow-Ups queue.
Do I need to use the old weekly report to find today’s follow-ups?
No. You don’t need to reopen old weekly reports to find today’s active follow-ups.
Still stuck?
Tell us what you were trying to do, and where it went wrong.
Contact Markwell Support