Automated Payment Collection upon Appointment Booking:

When a patient books an appointment through IntakeQ, the system can automatically generate an invoice in Square, prompting the patient to complete payment. The payment link can be sent via email or text. Ensures payments are collected upfront or in a timely manner. Reduces manual invoicing and administrative workload. Improves cash flow by automating payment requests.

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Payment Receipts and Record Sync:

After a patient completes a payment through Square, the payment details are synced back to IntakeQ. This keeps the patient’s financial records up-to-date and can trigger automated confirmation emails or receipts to the patient. Keeps financial records organized and reduces reconciliation efforts. Ensures patients receive timely receipts for their payments. Enhances transparency by maintaining accurate payment history.

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Automated Follow-Ups for Outstanding Payments:

IntakeQ can monitor appointment statuses, and if a payment hasn’t been received, the system triggers automated reminders via email or SMS with a link to pay through Square. Reduces missed payments with automated reminders. Streamlines collections by providing easy access to payment links. Improves patient experience by minimizing payment friction.