Getting Started

What should my team do in Markwell each day?

Each day, open Follow-Ups and work what’s Overdue and Due Today.

How it works

Open Follow-Ups.
Work the Overdue list, then Due Today.
Log what happened for each contact.
Schedule another follow-up where one is needed.

Good to know

Future follow-ups stay quiet until their date, so the daily lists only show what needs attention now.
Day-to-day work happens in Follow-Ups. You don’t need to reopen past weekly reports.

What is the Follow-Ups page?
Follow-Ups is your team’s daily contact workspace. It shows what’s overdue and what’s due today, across all your reports.
What does Overdue mean?
Overdue means a follow-up’s scheduled date has passed and the follow-up is still active.
What does Due Today mean?
Due Today means an active follow-up is scheduled for today’s date.
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