Reports & Markwell-Tracked Recovery

What should I review at 90 days?

Around 90 days, review older Not Booked treatment and decide whether active short-term follow-up still makes sense.

Days Open on treatment views helps you spot older treatment, and Log Action shows a 90+ day reminder to consider Long-Term Hold. There’s no dedicated 90-day review page or queue.

Things worth considering include repeated hesitation, repeated unsuccessful contact, larger outstanding opportunities, and whether Long-Term Hold would now be more appropriate.

Good to know

Long-Term Hold is always a staff decision. Markwell never places treatment on hold automatically.

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.
Does Markwell automatically move old treatment to Long-Term Hold?
No. Markwell may identify older Not Booked treatment for staff to consider, but it doesn’t place treatment on Long-Term Hold automatically.
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.

Contact Markwell Support

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?

Does Markwell automatically move old treatment to Long-Term Hold?

How do I move treatment to Long-Term Hold?

Still stuck?