Troubleshooting

Why can’t I choose Long-Term Hold for this treatment?

Long-Term Hold is available for Not Booked treatments that have not already been placed on Long-Term Hold, closed as No Further Follow-Up, or declined.

Booked, Completed, In Progress and Preauth Pending treatment don’t currently offer the Long-Term Hold option.

There’s no 90-day requirement. A 90+ day reminder is only a prompt. When the option is available, a Hold Reason is required.

How do I move treatment to Long-Term Hold?
Use Log Action, choose Long-Term Hold and select a Hold Reason.
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.
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.
My CSV won’t import. What should I check?
Work through a few quick checks on the file, its columns and its data.

Still stuck?

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

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Related articles

How do I move treatment to Long-Term Hold?

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

When should I use Long-Term Hold?

My CSV won’t import. What should I check?

Still stuck?