Markwell Help
Importing Treatment Plans
How do I import treatment plans into Markwell?
Export a treatment-plan CSV from your practice-management system, import it into Markwell, then work the new report’s Treatment Plans, starting with Action Required.
What type of file do I need to import?
Markwell imports treatment-plan data from a CSV file exported from your practice-management system.
Where do I get the file that Markwell needs?
The file comes from your practice-management system.
Which practice-management systems work with Markwell?
Markwell is designed around treatment-plan CSV exports rather than a direct connection to a specific practice-management system.
Can I import an Excel file instead of a CSV?
No. Markwell currently imports CSV files, not Excel (.xlsx or .xls) files.
What dates should my weekly treatment export cover?
For the regular Markwell workflow, export the treatment plans newly presented since your last weekly import.
Should I import last week’s treatment plans or everything outstanding?
Import the treatment plans newly presented since your last weekly import, not the entire outstanding-treatment list.
Should I perform another PMS import at the end of the month?
No. A monthly review in Markwell doesn’t require another PMS import.
What happens after I select my CSV file?
Markwell reads the file and prepares the treatment plans for review before anything is saved.
How do I know whether my import worked?
A successful import takes you to the newly imported treatment in Reports.
What happens if the same treatment is imported again?
When Markwell recognizes the same treatment in a later import, it creates a new record in that report and can carry forward the treatment’s current state.
What happens to previous Markwell history when I import a new file?
History remembers. Each import starts a new report.
Why wasn’t a treatment plan imported?
A treatment plan isn’t imported when Markwell can’t process its row in the CSV.
Can I undo or delete an import?
Before you confirm an import, nothing is saved. After an import, you can archive the report, and Owner / Admin accounts can permanently delete it.
What should I do if my CSV has the wrong columns or format?
If Markwell can’t recognize your file’s structure, you may be able to match the columns yourself with Column Mapping, or go back and select a corrected CSV.
Still stuck?
Tell us what you were trying to do, and where it went wrong.
Contact Markwell Support