Importing Treatment Plans

Which practice-management systems work with Markwell?

Markwell is designed around treatment-plan CSV exports rather than a direct connection to a specific practice-management system.

If your practice-management system can produce a suitable treatment-plan CSV, Markwell can use its CSV import workflow. Some file formats may be recognized automatically. Otherwise, Markwell provides Column Mapping so staff can match the CSV’s columns to Markwell’s fields.

Good to know

Whether a particular system works depends on whether it can produce the treatment-plan information Markwell needs in a usable CSV.

Where do I get the file that Markwell needs?
The file comes from your practice-management system.
What type of file do I need to import?
Markwell imports treatment-plan data from a CSV file exported from your practice-management system.
What should I do if my CSV has the wrong columns or format?
If Markwell can’t recognize your file’s structure, you may be able to match the columns yourself with Column Mapping, or go back and select a corrected CSV.
How do I import treatment plans into Markwell?
Export a treatment-plan CSV from your practice-management system, import it into Markwell, then work the new report’s Treatment Plans, starting with Action Required.

Still stuck?

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

Contact Markwell Support

Good to know

Related articles

Where do I get the file that Markwell needs?

What type of file do I need to import?

What should I do if my CSV has the wrong columns or format?

How do I import treatment plans into Markwell?

Still stuck?