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.
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https://www.dentrix.com/support/resource-center
Article: 34569
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?
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With these patients, we create a pop-up message that the staff member has to read and x out of before she can proceed.
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