Dental Payment Processing & Square Setup

Dental offices collect more from patients than most medical practices, because of patient-pay treatment plans, in-house membership plans and orthodontic contracts. Roots sets up Square for simple dental checkout and builds recurring billing and practice-management integrations for everything else.
Talk to a dental practice payments specialistPartner with Roots

Payment solutions for dental practices

How these solutions work for dental practices

See what each option adds to the way your business takes and tracks payments.

Square Invoices

For dental practices: Send itemized invoices for dental visits, treatment deposits and patient balances and track deposits, due dates and outstanding balances.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
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Merchant Account

For dental practices: Arrange a processing account for dental visits, treatment deposits and patient balances, with checkout methods matched to how customers pay.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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Recurring Billing

For dental practices: Schedule and manage payments for treatment installments and dental membership plans, including renewals and customer account balances.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Custom Payment Integration

For dental practices: Connect the payment flow for dental visits, treatment deposits and patient balances with your software and the operational records behind treatment estimates, deposits and patient invoices.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Square Point of Sale

For dental practices: Bring dental visits, treatment deposits and patient balances into a point-of-sale workflow, with reporting organized around treatment estimates, deposits and patient invoices.
  • Map your services, fees and products into the Square item library before your first patient
  • Recommend and configure Square hardware for your front desk or field work (you buy it from Square)
  • Set team permissions so each role sees only what it needs
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Text to Pay

For dental practices: Send a payment request for dental visits, treatment deposits and patient balances by text so customers can pay against a specific order or invoice.
  • Write compliant message templates with opt-in language
  • Integrate with your billing system
  • Set reminder cadences
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ACH Payments

For dental practices: Offer bank-account payments for dental visits, treatment deposits and patient balances, with authorization and invoice matching built into the workflow.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Square Appointments

For dental practices: Schedule dental consultations and treatment appointments, collect appointment payments and keep staff calendars aligned.
  • Build your service menu with durations, buffers, prices and assigned staff
  • Set cancellation and prepayment policies that match your written policy
  • Turn intake, consent and policy documents into automated digital forms
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Square Virtual Terminal

For dental practices: Take authorized phone or remote payments for dental visits, treatment deposits and patient balances from a browser-based terminal.
  • Set up cards on file and recurring schedules with written authorization templates
  • Pair Square Terminal for the front desk if you also take in-person payments
  • Set permissions so only authorized staff can key in cards
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Cash Discount Program

For dental practices: Design a clearly presented cash-price program for dental visits, treatment deposits and patient balances, with checkout wording and receipts aligned.
  • Review state rules before launch
  • Configure terminals and receipts
  • Provide signage and staff scripts
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Square Payment Links

For dental practices: Share a checkout link for dental visits, treatment deposits and patient balances through messages, email or your website.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
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Square Gift Cards

For dental practices: Offer gift cards redeemable toward dental visits, treatment deposits and patient balances and track purchased and redeemed balances.
  • Set up eGift designs and an online gift card page
  • Configure physical card ordering and activation
  • Train staff on sales and redemption
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Chargeback Management

For dental practices: Organize evidence for disputed dental visits, treatment deposits and patient balances, including customer authorizations, delivery details and service records.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
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Level 2/3 Processing

For dental practices: Include purchase-order references and itemized invoice data for business-card purchases of dental visits, treatment deposits and patient balances.
  • Review your card mix to estimate savings
  • Configure your gateway or invoicing to send the data
  • Validate qualification on live transactions
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Dental Practices we set up and support

Dental Practices payment questions

Start with the workflows your business needs. Options on this page include Square POS for Dentists, Square Appointments for Dentists, Square Invoices for Dentists. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review appointments, invoices, deposits and customer billing, then plan the changes your dental practices business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which dental practices workflows need to improve so we can scope a practical setup.

Payments for dental practices, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.
Talk to a dental practice payments specialistPartner with Roots