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.
How to Add a Patient to the Blocklist
To add a patient to the Blocklist, follow the steps below:
From the left side menu, click on Online Scheduling and then click on Settings
Click on the Blocklist section
To add a patient to the Blocklist, click on the Add patient button
Add the following patient details:
Enter contact data manually or search your existing patient database
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.
Select the reason for adding the patient to the Blocklist: outstanding balance, excessive no shows, inactive, or other
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.