Automated patient intake form submission and sync to Square
When a new patient submits an intake form via Jotform (e.g., medical history, insurance details), the data syncs to Square for seamless profile creation or updates. This eliminates manual entry, ensures accurate payment records, and streamlines onboarding and billing.
Automated payment requests and invoicing
When patients submit forms via Jotform (e.g., service requests, appointments), payment details sync to Square for invoicing or immediate processing. This simplifies billing, reduces errors, and ensures accurate, automated transactions.
Automated consent form collection and payment linking
Patients can complete consent forms (e.g., telehealth consent) via Jotform, which are securely linked to payment records or services in Square. This reduces admin work, improves compliance, and keeps financial records organized.