Markwell Help
Weekly Review & Treatment Plans
What is Import Review?
Import Review is where you can go back and correct the treatment statuses that were set when a file was imported.
What should I do after importing my weekly treatment file?
Open the new report’s Treatment Plans and give every treatment plan a clear next step or outcome, starting with Action Required.
What does “Needs a destination” mean?
It means the treatment plan doesn’t yet have a clear next step or outcome.
Why does Markwell show the treatment value?
Treatment value helps the practice organize recovery work and see the financial opportunity that unbooked treatment represents.
What does Not Booked mean?
Not Booked means the treatment hasn’t been booked yet.
What does Booked mean?
Booked means the patient has made an appointment for the treatment.
What does Completed mean?
Completed means the treatment has been finished.
What does Declined mean?
Declined means the patient has decided not to go ahead with the treatment.
What does No Further Follow-Up mean?
No Further Follow-Up means the practice has decided not to keep pursuing the treatment, so no further contact is planned.
What destinations can I give a treatment plan?
A treatment plan has a destination when it has a future follow-up, or is Booked, Completed, Declined, on Long-Term Hold or marked No Further Follow-Up.
Does every patient need to be contacted?
No. Markwell doesn’t require a logged contact before a treatment plan can be given a destination.
Can I leave a treatment plan unresolved?
Markwell lets a treatment plan stay without a destination, but every treatment plan should be given a clear next step or outcome.
What happens when I schedule a future follow-up?
Scheduling a future follow-up gives the treatment plan a destination without changing its treatment status.
How do I know when the weekly review is complete?
Weekly Review Complete appears when every treatment plan in the import has been given a clear next step or outcome.
Do I need to reopen old weekly reports to do my daily follow-ups?
No. Follow-Ups works across all your imports, so follow-ups from earlier reports appear there when they’re due.
Still stuck?
Tell us what you were trying to do, and where it went wrong.
Contact Markwell Support