Automated Payment Processing and Invoicing:

When a service is completed or an appointment is marked as completed in Tebra, an invoice is automatically generated and sent to Square. Patients can pay online or in-person through Square’s payment system, and payment status is updated in Tebra automatically. Simplifies billing by automating invoice creation and payment tracking. Improves patient experience by offering multiple, seamless payment options.

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Payment Reminders and Overdue Notifications:

If a patient hasn’t made a payment within the due date set in Tebra, Square triggers automated reminders via email or SMS. Multiple reminder sequences can be scheduled until the payment is completed, improving collection rates. Reduces administrative workload by automating follow-ups on unpaid invoices. Improves cash flow by ensuring timely payments with consistent reminders.

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Financial Reporting and Reconciliation Automation:

Payment data from Square is automatically synced with Tebra, ensuring that patient financial records are up-to-date in both systems. Providers can generate real-time financial reports to reconcile payments, track revenue, and identify outstanding balances. Streamlines reconciliation by eliminating manual data entry between systems. Provides actionable insights with accurate and up-to-date financial reporting.