Enhancements
Square Payments updates
Square Payments integration
Square Payments integration has replaced the legacy Square Reader SDK. This update modernizes the payment infrastructure, improves compatibility with current Square services, and streamlines the payment experience.
Square card reader integration
You can connect to a Square Card Reader and access its settings directly within the Check-In app. When Square Payments is turned on for your practice group and the connection is successful, the Square charge screen shows, allowing for seamless payment processing.
Location selection support for Square Payments
You can view and select available Square locations during setup.
Save card on file support
When Square Payments is turned on for your practice group, you can save a credit or debit card on file during the check-in process. You can securely store a patient's payment method for future transactions.
Card selection screen support
You can view, select, or add a payment card during the check-in process. Square Payments must be turned on for your practice group for the card selection screen to be available.
Enhanced error handling and payment cancellation
You can cancel a payment attempt made with a saved card directly within the check-in flow. An error shows if a swipe card transaction fails or when the Square Reader cannot be connected. All payment-related errors are handled with user-facing feedback.
Square Pay with card login flow
You can log in using your Square Pay credentials and complete payments with a saved card. Payments are securely authorized through Square.
Pay by card on file
Patients can select and pay with a previously saved card, streamlining the check-in and payment process.
- Once a card is selected and payment is confirmed, the app securely sends the transaction to Square’s servers using the patient ID, amount, and card token.
- Patients receive a confirmation message upon successful payment. The payment is logged in history with the correct timestamp and status. The patient’s balance is updated, and a receipt is available. A corresponding cash payment record is automatically created in the system.
- Patients receive error messages for recoverable errors (for example, expired card). Optional retry capability is supported within the same session.
Cash payment deletion and line item management
You can delete cash payments from a transaction and move line items between transactions, improving flexibility and control during the check-in and billing process.
- Successful card swipe payments processed using Square Payments are recorded directly into DrChrono, ensuring accurate and seamless payment tracking tied to the correct patient and appointment.
- Payments that fail or are cancelled are not recorded in DrChrono. Each recorded payment includes the Square transaction ID and is labeled as Square as the payment method.
- In case of temporary failures sending payment data to DrChrono, the system retries up to three times. If unsuccessful, errors are logged and users are notified with an option to manually retry.
- All successful payment recordings include detailed logs with timestamps, user IDs, patient IDs, and appointment IDs for full traceability.
Conditional display of Square Payments
The "enable_square" feature flag controls the availability of Square as a payment provider. You must have this feature flag turned on to use Square Payments.
Card swipe payment support
You can swipe a physical credit or debit card to process payments during check-in. All transactions are securely handled through Square, with real-time confirmation of payment success.
Post-swipe payment processing overlay
A post-swipe overlay screen improves visibility and feedback during payment processing. This overlay appears immediately after a successful card swipe and remains visible while the payment is being processed. After swiping a card, you see a visual overlay indicating that the payment is in progress, providing real-time feedback and preventing duplicate input or confusion during processing.
New payment acceptance screen for production
A new screen shows when creating patient payments through the Square production environment, confirming the start of the payment process.
Successful transaction confirmation screen
After a successful payment in the Square production environment, you see a new confirmation screen that shows the payment has been accepted and completed.
Resolutions
Resolved errors after failed Square payments
We fixed an issue where iChrono API endpoints returned 403 forbidden errors following a failed or canceled Square payment. Failed or canceled payments no longer impact the availability or functionality of iChrono services.
OAuth authentication token improvements for Square Payments
We fixed issues related to invalid or expired auth tokens used during payment processing. The Check-In app now correctly retrieves and uses valid Square auth tokens from the "retrieve_square_access" endpoint, ensuring smoother payment authorization.
