How do I blacklist an account holder?

To keep on top of your accounts and ensure account holders aren't able to accrue large amounts of debt, you can blacklist a patient or organisation's account. This will guarantee that they cannot be booked for future services until their outstanding debt has been addressed.

You will not be able to book appointments for patients with blacklisted account holders.

Blacklisting an account holder

1. Navigate to Open > Account Holders and search for the account holder OR in a patient's demographics window, click into the Account Holder box;
2. Within the Account Holder window, tick the Blacklist checkbox in the top-right;
   
3. Under the Blacklist checkbox, 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:
   
4. Click Save to save the record.

Removing an account holder from the blacklist

If you currently have an account holder blacklisted but would like to now allow them to book in appointments, you can remove them from the blacklist using the following steps.

1. Navigate to Open > Account Holders and search for the account holder OR in a patient's demographics window, click into the Account Holder box;
2. Within the Account Holder window, untick the Blacklist checkbox;
3. Click Save to save the record.