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Prescription for Success: Optimizing Square for your Healthcare Business

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Published on ‎01-16-2024 06:55 PM by Admin | Updated on ‎07-25-2024 01:59 PM

The webinar has concluded. You can access the recording and all the insights in the Seller Community Blog by clicking the blue button below:

 

Webinar Recording and Recap: Optimizing Square for your Healthcare Business

 

You’re invited to our Square for Healthcare webinar on February 8th, 2024!

 

Are you looking for ways to maximize Square’s payment products and tools for your healthcare business? 

 

The Square Point of Sale team will be hosting a webinar where they will cover all things healthcare. They will touch on topics like HSA/FSA card acceptance, Square payment and reporting tips, and helpful partner integrations. The webinar will also feature product demos on how to optimize patient checkout, send Square Invoices, and more.

 

This is your golden opportunity to hear from Square product specialists and send in questions for Q&A. Join us virtually on February 8th and learn best practices on how to streamline your healthcare payments system.

 

Can’t make it? Don’t worry! ☑️

An event recording will be distributed and published on the Seller Community where you can catch up at your leisure and leave any questions in the comments.

Have questions about Square for Healthcare that you want addressed during the webinar? 🤔

Submit your questions in advance in the comments below! 👇👇👇

 

Note: This virtual event is being used to record screenshots and/or video footage for educational purposes in connection with the Square Seller Community. By entering this event, you authorize Block, Inc., its successor, affiliates, subsidiaries, assignees, licensees to capture, record, and distribute the screenshots and/or footage, which may include your voice, image, and likeness via any medium now known or hereafter devised, throughout the world, for any purposes whatsoever without the compensation, credit, or other consideration.

 

If you do not wish to be photographed or recorded, please ensure that your computer mic is muted and the camera is turned off.



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Event has ended
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Start:
Thu, Feb 8, 2024 02:00 PM PST
End:
Thu, Feb 8, 2024 03:00 PM PST
Labels (1)
95 Replies

Can we be notified with a link to the recording if we cannot attend?

It should be simple to have recurring subscriptions for both "services" and for "items" on Square's system. 

 

Also, should be easier ways for square to incentivize customers to share a service on Square. 

It would be helpful to have a way to label cards on file.  I frequently have an HSA/ FSA card as primary, with a personal card as backup.  If we could label the cards or assign a label (healthcare card, personal card, backup card, etc), this would save some headache at checkout.   

It would be helpful to have a way to check out two clients together. I often have a husband and wife together wanting to pay once. I have had to run each session separately. I don't know if that is a Square issue or a MassageBook issue. 

Yes this would be great!! Also pay multiple invoices at with one payment

Square Community Moderator

Hello @Dusty88, I appreciate you reaching out and providing this feedback. At this time this would be a feature request

you can reach out on our Ideate Board and make that request. Our team will monitor the request and provide updates as they become available. I am sorry we don't have a workaround for this now. If you need anything else please let us know. 

MayaP
Square Community Moderator
Sign in and click Mark as Best Answer if my reply answers your question

2 things:

 

1) When will Square figure out a system to allow pharmacies (And it sounds like @WiregrassDPC had the same issue) to charge non-in person credit cards. I understand it still currently violates TOS, but there should be some sort of certification we could go through to allow this.

 

2) Correct me if I am wrong, but Square's CBD program has never been reopened past it's initial beta service. Would like more information about this, if it is available to the general public. 

I would love to have option to be able to put in expiration dates and lot numbers on items for tracking.

In the stock tracking for an item it would be great to have more options.  Sometimes the products that we want to track are actually used on patients (backbar).  Having an Other for "Stock Action" with the ability to enter a note.  Or allowing us to create our own "Stock Actions". 

LOVE this idea

How do I sign a BAA with Square? I was not able to find any link to do that.

How do you create an invoice that is HIPAA compliant that allows the patient to pay what they can at the moment and allow me to see the remaining balance? Also, is there a way to create a single invoice that shows the services from different days along w/ previous payments and remaining balance? Lastly, can you make it so that we can upload forms and make it fillable online?

Definitely want to know how to set up recurring automatic payments/ACH. 

They probably won't let you because if you call them in a script during any of their consults it violates their Terms and Conditions to do a card on file apparently.............

I own and operate a mobile IV hydration & vitamin infusion business. I would love to have the ability to track inventory the volume in my medication vial's by ML/CC. That would assist me better to track my inventory. I also would love to have the ability to chart in a client file and it be HIPPA compliant. I use square for both of my businesses and LOVE the customer support and functionality. Be a 1 stop shop for a medical provider! 

I am in mental health, and a best practice is for clients to have their card on file so that I can charge them later, rather than take up treatment time after the appointment.  However, it is an increasingly steep processing fee.  I am having to look at other online HIPAA compliant systems for processing unless you all lower this fee.  So far, I've found the average to be 3.15%.  Please address this.  I really don't want to leave Square, but I might have to. 

 

I am in the same situation. I am a psychotherapist in private practice who has been using Square for 8 years and I also charge manually as it doesn’t feel appropriate to charge at the end or beginning of a therapy session.. I love Square’s platform and ease of usage but the fees are too high. I also would hate to leave Square but am tired of paying such steep fees. Can something be done to reduce the fees? 

I agree. The fees are getting steep. Also in invoices you can’t put more than one date of service. I am thinking of switching some clients to Zelle which is free. 

Agreed!

We offer sales and rentals of HME equipment.  We need the ability to track, check out, and record maintenance on rental inventory.  Recurring invoices works for payment, but the current system has no way for us to easily track (and scan barcodes) and monitor our equipment, nor tie a particular serial number to a customer.  

Additionally, we need a way to increase the current $ limit for invoices.  The dollar limit is too low for the type of work we do and looks unprofessional to have to submit two invoices (due to the limit) for quotes.