Automated Payment Processing and Reconciliation:  

When a therapy session is completed in WebPT, Square automatically processes the payment using the client's stored payment information. This automation ensures immediate payment collection and updates the client’s account in WebPT, reducing administrative workload and minimizing errors in financial records.

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Appointment Scheduling and Billing Integration:  

When an appointment is scheduled or modified in WebPT, Square automatically updates the billing information and prepares the transaction details. This integration ensures that billing is accurate based on the scheduled services, providing a seamless experience for both clients and administrative staff.

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Client Communication and Payment Reminders:  

When an invoice is generated in WebPT, Square sends automated payment reminders to clients if payments are pending. This automation helps in reducing outstanding balances and ensures timely payments, improving cash flow and reducing the need for manual follow-ups by administrative staff.