Follow-Ups

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.

How it works

Work the Overdue section, oldest first.
Work today’s follow-ups.
Use Log Action to record each contact, its outcome and the next step.
Use Change date only when you just need to move a follow-up to another date.

Good to know

You don’t need to check future dates every day. Future follow-ups appear when they’re due.

What should my team do in Markwell each day?
Each day, open Follow-Ups and work what’s Overdue and Due Today.
What does Log Action do?
Log Action records a contact with a patient about a treatment plan, and what should happen next.
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.
What does Overdue mean?
Overdue means a follow-up’s scheduled date has passed and the follow-up is still active.

Still stuck?

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

Contact Markwell Support