Automated Payment Collection for Appointments:

When an appointment is completed in Charm Health, Square automatically generates a payment request. Patients receive an invoice via email or SMS with a link to make their payment online. Speeds up payment collection and improves cash flow. Reduces administrative workload by automating billing. Enhances patient experience with convenient payment options.

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Real-Time Payment Sync and Record Updates:

When a patient makes a payment through Square, the transaction is automatically recorded in both Square and Charm Health. Patient billing records are updated in real-time, ensuring consistency across systems. Keeps financial records up-to-date and accurate. Minimizes errors by eliminating duplicate data entry. Simplifies financial reconciliation and reporting.

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Outstanding Payment Reminders and Recurring Billing:

Charm Health monitors unpaid balances, and Square sends automated reminders to patients via email or SMS, including a payment link. For recurring treatments or subscriptions, Square can also automate billing cycles. Reduces missed payments with timely reminders. Automates subscription or installment payments for ongoing care. Improves financial management with fewer manual follow-ups.