Users, Permissions & Team Workflow
Can a Team user import treatment plans?
Yes. Team users can import treatment-plan files using the same Import workflow as Owner / Admin users.
Markwell records who imported the report.
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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.
What’s the difference between an Owner / Admin and a Team user?
Both roles do the same day-to-day recovery work. Owner / Admin users can also manage users and settings, and permanently delete reports.
What is Import Review?
Import Review is where you can go back and correct the treatment statuses that were set when a file was imported.
What user roles are available in Markwell?
Markwell has two user roles: Team and Owner / Admin.
Still stuck?
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