Contacting Patients & Log Action

What should I write in the Note field?

Write a short, factual note about the interaction and any agreed next step.

The Note field is optional. Keep it relevant to treatment recovery, such as a question the patient raised or what was agreed.

Good to know

Markwell notes aren’t clinical charting. Clinical details belong in your practice-management system.

What patient information should I avoid putting in Markwell notes?
As a practice guideline, keep clinical information in your practice-management system and use Markwell notes only for treatment-recovery activity.
What information should stay in my practice-management software instead of Markwell?
Clinical and patient-record information should stay in your practice-management software.
What should I record after contacting a patient?
Record how you contacted the patient, what happened, where the treatment now stands and the next step.
What does Log Action do?
Log Action records a contact with a patient about a treatment plan, and what should happen next.

Still stuck?

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

Contact Markwell Support