How to Block a Patient for an Appointment?
Scheduler > Block > Patient
A Block can be created by an authorized user to prevent scheduling of a Patient. As a result, no appointments can be scheduled until the patient is unblocked. Also, a blocked patient is not able to send appointment requests via patient portal.
To block a patient, navigate to Scheduler. Click on ‘Block’ and select ‘Patient’ from the options.
Select ‘Patient’ to open the ‘Patient Block List’ page. Click ‘+Add’ to add a patient block. Patients can also be unblocked. Enable the relevant patient(s) checkbox and click ‘Unblock’, or click ‘Unblock’ text from ‘Action’ column against each patient.
Clicking the ‘+Add’ button takes the user to ‘Block Schedule’ page. Here, a patient can be blocked. Click ‘Save’ to save the created block.
Note:
A Block can be created on Calendars or for Patients. It is recommended that a block be created any time a patient is carrying a large unpaid balance or is a hypochondriac and the Provider is not a Psychiatrist. However, some plans have strict requirements for turning away a patient, so document any reasons and make sure that the patient has a copy.
