Automated Payment Processing and Reconciliation:

When a patient appointment is marked complete in Practice EHR, the payment details are automatically sent to Square for processing. Square then updates the payment status in Practice EHR, reflecting real-time financial data. This automation reduces manual entry errors, saves time, and ensures accurate financial records, enhancing the billing process and patient satisfaction.

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Appointment Reminders and Payment Links:

Upon confirming a new appointment in Practice EHR, Square sends automated reminders to patients, including a payment link for any required deposits or fees. These reminders can be customized and scheduled to ensure patients are well-informed and prepared. This automation increases appointment adherence and streamlines the payment process, improving cash flow and patient engagement.

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Inventory Management for Medical Supplies:

When a service involving medical supplies is logged in Practice EHR, the used inventory count is automatically updated in Square's inventory system. This automation helps maintain accurate stock levels and triggers low-stock alerts to ensure timely replenishment. It optimizes inventory control, reducing waste and ensuring that essential supplies are always available for patient care.