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MARKWELL

Long-Term Hold

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.

It’s a judgement for your team, not a rule Markwell applies.

When you choose Long-Term Hold, you record a Hold Reason: Patient Wants to Wait, No Urgency, Cost, Timing, Unable to Reach or Other. These describe typical situations, such as a patient who would rather wait until later in the year.

Good to know

  • No particular barrier, number of contact attempts or treatment age requires Long-Term Hold. If the practice isn’t going to pursue the treatment any further, No Further Follow-Up may fit better.

Still stuck?

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

Contact Markwell Support