Long-Term Hold

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.

Markwell may show a 90+ day recommendation to consider Long-Term Hold. It’s only a prompt for staff review: your team still decides whether Long-Term Hold is appropriate.

Good to know

90 days isn’t an eligibility rule. Treatment can be placed on Long-Term Hold before 90 days, and Markwell doesn’t move it there automatically at 90 days.

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.
Does Markwell automatically move old treatment to Long-Term Hold?
No. Markwell may identify older Not Booked treatment for staff to consider, but it doesn’t place treatment on Long-Term Hold automatically.
How do I move treatment to Long-Term Hold?
Use Log Action, choose Long-Term Hold and select a Hold Reason.
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.

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Good to know

Related articles

When should I use Long-Term Hold?

Does Markwell automatically move old treatment to Long-Term Hold?

How do I move treatment to Long-Term Hold?

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

Still stuck?