It's important to ensure that bad debts don't disrupt your practice's cash flow, and a big part of that is making sure account holders aren't able to accrue debts that get out of control. In some cases, it might be necessary to blacklist a patient or organisation's account, ensuring that they aren't booked for future services until their outstanding debt has been addressed.
This article will show you how to blacklist a particular account holder, and explain what happens when you do.
Before you begin
Please note: When ticking the ‘Blacklist’ option you are barring this account holder from making appointments. This means that you will not be able to make an appointment for any patient with this organisation or person listed as their account holder.
You have the option, when running the Unpaid Invoices Report through File > Maintenance and Reports > Monthly of excluding blacklisted accounts should you wish.
To blacklist an account holder, open the account holder record either from Open > Account Holders and search for the correct record in the search window that appears, or open the patient’s demographics window and select the Account Holder box.
Once the Account Holder record opens, select the Blacklist option in the top right corner:
Under the Blacklist tickbox, you have the option of entering a reason for blacklisting the patient. The next time any user tries to make an appointment for a patient with this account holder, they will receive the below prompt, including any blacklist reason you have entered: