Troubleshooting

Why isn’t Weekly Review Complete showing?

Every treatment plan in the report still needs a destination.

Destinations that count are Booked, Completed, Long-Term Hold, No Further Follow-Up, Declined, or an active follow-up.

The review stays open while, for example, a Not Booked plan has no follow-up, or an In Progress or Preauth Pending plan has no active follow-up. Find the unresolved plans in Treatment Plans, starting with Action Required, and give each one the right destination.

Good to know

Choosing No Follow-Up in Log Action can leave a plan without a destination.

How do I know when the weekly review is complete?
Weekly Review Complete appears when every treatment plan in the import has been given a clear next step or outcome.
Can I leave a treatment plan unresolved?
Markwell lets a treatment plan stay without a destination, but every treatment plan should be given a clear next step or outcome.
What destinations can I give a treatment plan?
A treatment plan has a destination when it has a future follow-up, or is Booked, Completed, Declined, on Long-Term Hold or marked No Further Follow-Up.
What happens when I select No Follow-Up?
No Follow-Up records the action without scheduling another follow-up. If the treatment already had an active follow-up, saving the action closes that follow-up and does not replace it.

Still stuck?

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

Contact Markwell Support

Good to know

Related articles

How do I know when the weekly review is complete?

Can I leave a treatment plan unresolved?

What destinations can I give a treatment plan?

What happens when I select No Follow-Up?

Still stuck?