Long-Term Hold

What is Long-Term Hold?

Long-Term Hold is for treatment that has been deliberately paused — not actively pursued, but not closed.

It takes the treatment out of ordinary short-term follow-up while keeping it available for later review. Its history is kept, and staff can return it to the active workflow later.

Held treatment is brought together on its own Long-Term Hold page.

Good to know

It’s a staff decision. Markwell doesn’t move treatment there automatically, and there’s no minimum age.

When should I use Long-Term Hold?
Use it when short-term outreach for Not Booked treatment should pause, but the practice may reasonably want to revisit it later.
Does treatment have to be 90 days old before I can put it on Long-Term Hold?
No. Long-Term Hold is available for eligible Not Booked treatment without a minimum age.
What’s the difference between Long-Term Hold and No Further Follow-Up?
Long-Term Hold pauses outreach without closing the treatment. No Further Follow-Up closes the recovery workflow.
How do I move treatment to Long-Term Hold?
Use Log Action, choose Long-Term Hold and select a Hold Reason.

Still stuck?

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

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Good to know

Related articles

When should I use Long-Term Hold?

Does treatment have to be 90 days old before I can put it on Long-Term Hold?

What’s the difference between Long-Term Hold and No Further Follow-Up?

How do I move treatment to Long-Term Hold?

Still stuck?