Genie understands that sometimes it is necessary to block access to your services for certain patients and account holders for the productivity of your business. Genie has made it easy to keep a record of these account holders so they don’t sneak back onto your appointment book and into your bad debt records.
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:
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