If there is a patient that is difficult or has been referred for work that cannot be done at the office. If the patient tries to get back in the office and a staff member does not know the entire story behind the issue an appointment cannot be scheduled unless authorized by management or doctor.
There is a current feature that we recommend you to look at by browsing to our knowledgebase. please see the link and article below.
https://www.dentrix.com/support/resource-center
Article: 34569
It would be nice to have a large Pop up that you can modify with some prefilled or customizable phrases. ex: Do not schedule, or in collections, dangerous patient. Something other than the little alert that we just click past. Some big huge RED POP UP!!
This needs to be resolved, so that we can block a patient from being scheduled. Somehow remove appointment ability from family account. Inactivate is NOT A SOLUTION.
The Admin Response above is not a good solution to this problem. I agree that Dentrix needs a way to block accounts from being scheduled. Most medical platforms have this capability & it will not allow an employee to schedule a member of that account without authorization. The problem with creating a "pop-up" like the article suggests is that employees bypass the pop-up on a regular basis. They either still don't understand why the patient can't be scheduled, even though it says "COLLECTIONS" all over it, they are too busy and bypass the pop-up, or in the case of some accounts, there are multiple pop-ups because the patient only wants to see 1 particular person, have their teeth cleaned a certain way, can only do Tuesdays @ 3pm, or have some rare medical condition. There should be a status of BLOCKED added to non-patient, inactive, archived, etc and make it impossible to schedule. In the case of an archived patient, you cannot schedule until they are reactivated...why can't you do something similar with a blocked patient?
With these patients, we create a pop-up message that the staff member has to read and x out of before she can proceed.