Markwell Help
Getting Started
What is Markwell?
Markwell is a treatment recovery workflow for dental practices.
What problem does Markwell solve?
Treatment that has been presented but not yet booked can be difficult to keep track of without a consistent follow-up process.
What is the Markwell treatment recovery workflow?
Markwell organizes treatment recovery around a clear path: Import, Review, Contact, Follow-Up, Booked and Completed.
What should my team do in Markwell each week?
At the start of each week, import the previous week’s newly presented treatment, then give every actionable opportunity a destination.
What should my team do in Markwell each day?
Each day, open Follow-Ups and work what’s Overdue and Due Today.
What happens to treatment after it is imported into Markwell?
After an import, the treatment appears in Markwell for review.
Does Markwell replace my practice-management software?
No. Markwell works alongside your practice-management software.
Does Markwell change anything in my practice-management software?
No. Actions recorded in Markwell stay in Markwell.
Does Markwell contact patients automatically?
No. Markwell doesn’t automatically call, email, text or otherwise contact patients.
What information should stay in my practice-management software instead of Markwell?
Clinical and patient-record information should stay in your practice-management software.
What is a treatment opportunity in Markwell?
When Help refers to a treatment opportunity, it means a treatment plan that the practice may still need to follow through the treatment-recovery workflow.
What is the difference between a treatment status and a follow-up?
A treatment status tells you where the treatment currently stands. A follow-up tells the team when that treatment needs attention again.
Still stuck?
Tell us what you were trying to do, and where it went wrong.
Contact Markwell Support