Blocking a patient from booking online prevents them from making appointments through the consumer app or booking widget. It is useful for situations that need to be handled directly by the clinic before a new appointment is made, for example, a patient with an unresolved concern or an outstanding invoice.
The block only applies to patient self-booking. Staff can still create appointments on behalf of a blocked patient from the clinic side.
When a block is active and the patient attempts to book, they will see a generic message: "You are not able to book online at this time. Please contact the practice." The message does not state the reason, protecting patient privacy.
There are two ways a patient can be blocked from booking online:
- Overdue Invoice tag — applied automatically when a patient has an outstanding invoice. The block is pre-configured and active by default but can be disabled.
- Custom tag with a Block Booking workflow — applied manually by staff when needed.
When a blocking tag is active, an alert banner is displayed in the patient's Patient 360, appointment sidebar, and in patient list, so any staff member is immediately aware.
Step-by-Step
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