Processing Square Payments through DrChrono EHR

Edited

Patient credit card payments can be processed through DrChrono's Square integration on DrChrono's web platform.   You can easily enter card information to take payments and save a card on file for later use. 

 

Entering Payment Information 

1. Open an appointment and go to the Billing tab and click the (Add_Payment_Icon.png) icon. 

Appointment_Window_Billing_Tab_Payment.png

 

2. The payment window will open.  Please be sure you have an Amount.  Then click Payment Method

 Payment_Window__Amount_Method.png

 

3. Select Square as the payment method. 

Payment_Method_Square_Web.png

 

4.  Fill out the card information.  If you would like to save the card, check the Save Card Information box.   When you are ready to process the payment, click Pay with Card

Payment_Square_Web_Filled_out.png

5. The payment will process and a receipt will generate in the Billing tab. 

Patient_Payments_Receipt_Billng_Tab.png

 

Processing a Payment with a Saved Card

Following the same steps above, once you have saved a card for a patient, you will be able to process payments with the card on file. 

1. Select Card on File

Payment_Square_Card_On_File_.png

 

2. After selecting the card, click Pay with Card

 Payment_Square_Card_On_File_Selected.png

 

 

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