Engagement: Online Scheduling Blocklist

Learn how to prevent certain patients from scheduling online by adding them to a blocklist

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

In some instances, it may be necessary to prevent a patient from requesting an appointment online. With the Engagement Online Scheduling Blocklist, you can add patients to the list by their phone and/or email.

Important note: The Blocklist only recognizes patients by their email and/or phone number. If the patient has multiple phone numbers or emails that you would like to block, be sure to add those to the Blocklist.

How to Add a Patient to the Blocklist

To add a patient to the Blocklist, follow the steps below:

  1. From the left side menu, click on Online Scheduling and then click on Settings

  2. Click on the Blocklist section

  3. To add a patient to the Blocklist, click on the Add patient button

  4. Add the following patient details:

    1. Enter contact data manually or search your existing patient database

    2. If entering contact data manually, add the patient's email and phone number. If searching for a patient already within your database, review their contact information to ensure accuracy.

    3. Select the reason for adding the patient to the Blocklist: outstanding balance, excessive no shows, inactive, or other

  5. When finished, click Add

What does the blocked patient see when they try to schedule online?

When a patient with a phone number or email address that has been added to your Blocklist attempts to request an appointment online, they will see the message below:

How to Remove a Patient from the Blocklist

A patient will remain on the Blocklist indefinitely or until you remove them from the list. To delete a patient from the Blocklist, click on the trashcan icon.

We recommend starting your Online Scheduling journey by watching our webinar! We'll show you how to leverage Engagement Online Scheduling in Dental Intelligence to increase the number of visits in your practice.

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