Automated Payment Collection for Patient Appointments:

After a patient completes an appointment in Healthie, an invoice or payment request is automatically generated in Square. The payment can be processed via Square, and the payment status is synced back to Healthie, updating the patient's financial records. Streamlines the billing process by automating payment requests, reduces manual invoicing efforts, ensures faster payment collection, and provides real-time payment status updates in both platforms.

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Automated Receipt Generation and Record Keeping:

Once a patient completes a payment through Square, a receipt is automatically generated and sent to the patient via email. Additionally, the payment receipt is stored in Healthie, keeping the patient’s financial records updated and accessible. Simplifies financial record-keeping and ensures patients receive timely receipts for their transactions, reducing administrative workload while providing accurate financial documentation.

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Automated Payment Reminders for Outstanding Invoices:

If a payment is overdue or pending, Square can automatically trigger payment reminders to patients via email or SMS. Healthie can track the status of these reminders and follow-up with automated notices for outstanding balances. Improves cash flow by automating payment reminders, reducing the time spent on manual follow-ups for overdue payments, and ensuring timely payment collections without the need for constant administrative oversight.