Long-Term Hold

How do I return treatment from Long-Term Hold?

Use Return to Active on the Long-Term Hold page.

Long-Term Hold is removed and the treatment returns to the active workflow.

Returning treatment to active does not restore an old follow-up or schedule a new one for you. Previous completed follow-ups stay completed. Schedule the next follow-up through the normal workflow when you’re ready.

How it works

Open the Long-Term Hold page.
Find the treatment.
Select Return to Active.
Confirm the return.

Where can I see treatment on Long-Term Hold?
On the Long-Term Hold page, which brings held treatment together across your reports.
Will a future CSV import automatically reactivate treatment on Long-Term Hold?
No. If the same treatment appears in a later import while it’s on Long-Term Hold, it stays on Long-Term Hold.
How do I schedule a follow-up while logging an action?
With the Treatment Outcome set to Not Booked, choose when the next follow-up should be, then save the action.
What happens to scheduled follow-ups when I move treatment to Long-Term Hold?
Any active follow-up for the treatment closes when it moves to Long-Term Hold.

Still stuck?

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

Contact Markwell Support

How it works

Related articles

Where can I see treatment on Long-Term Hold?

Will a future CSV import automatically reactivate treatment on Long-Term Hold?

How do I schedule a follow-up while logging an action?

What happens to scheduled follow-ups when I move treatment to Long-Term Hold?

Still stuck?