No POS note option as Medical Services And Health Practitioners 8099

[BilingualSLP]

My Merchant Category Code was changed to Medical Services And Health Practitioners 8099 (which is appropriate), but now my team members and I no longer have the option to write notes into a transaction on the POS app.  Has anyone else experienced this problem?

[BilingualSLP]

I requested to be able to accept HSA cards, so a Square representative took it upon himself to switch my account type to the medical category. When he did that, my team and I lost the ability to write a note when we make a transaction in the POS app from our devices/phones.  So now there's no way to track which patient we are charging or for which date of service!  We were left with only the item names (i.e. 30 minute session).  We do not swipe cards - only charge remotely.

What's worse is that now I can no longer charge any customer through my Dashboard using Virtual Terminal like I used to.  I'm forced to use my phone without any way to track the patient name, dates of sessions, or type of assessment. This is awful -- help!

[JustinC]

Those restrictions are set in place for Medical businesses to protect the privacy of your customers and remain HIPAA compliant. 

If your business type is best described as Medical, I'm afraid there's no way around this. 

Also, I answered a similar question you posted before. Please refrain from duplicating posts. We will definitely see your question and answer accordingly. Thanks so much for understanding. 

@BilingualSLP

[JustinC]

@BilingualSLP - I'm not quite sure. I'm guessing it has to do with Hipaa Compliance and Customer Privacy. Since Notes can be exported with Transaction Reports and downloaded to your computer, we don't want to run the risk of sensitive info getting compromised. 

I would reach out to CS to confirm the reason.