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MARKWELL

PMS & Data

Does previous contact history appear on a newly imported treatment?

Not as a combined history. Current state can carry forward. Detailed earlier activity stays with the earlier imported record.

When the same treatment is imported again and recognized, its logged actions, earlier follow-ups, and status, barrier, Long-Term Hold and No Further Follow-Up changes remain with the earlier record. Open History on the earlier record to review them.

An older active follow-up can still appear in the shared Follow-Ups queue. The newly imported treatment doesn’t automatically get a duplicate follow-up.

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