Automated Payment Processing for Patient Visits:

After a patient visit is logged in Elation, the system automatically triggers an invoice or payment request via Square. Patients can then pay for services (e.g., consultations, procedures) through Square’s secure platform, and payment details are automatically updated in both Elation and Square. Streamlines the billing process by automating payment requests, reduces manual entry of financial information, and ensures timely and accurate payment processing, improving cash flow and administrative efficiency.

​

Automated Receipt and Invoice Generation:

After a patient completes a payment through Square, an invoice or receipt can be automatically generated and sent to the patient’s email or stored in their Elation record for future reference. Simplifies the documentation process by automatically providing patients with payment receipts, ensuring transparency, and reducing the need for manual invoice creation.

​

Automated Payment Status Updates and Follow-Ups:

Syncs payment status between Square and Elation, ensuring that patient records are updated with payment statuses (paid, pending, overdue). If a payment is overdue, automated follow-up reminders or notifications can be sent to patients, prompting them to complete their payment. Improves financial management by ensuring payment statuses are always up-to-date, reduces the time spent tracking down overdue payments, and increases payment collection efficiency through automated reminders.