Get paid by text

Text-to-pay sends a secure payment link by SMS, so patients can pay a balance from their phone in seconds. Text balances after insurance pays.
Talk to a dental practice payments specialistAll general dentistry solutions
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Payment solutions for general dentistry

How each solution supports general dentistry

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

Square Point of Sale

For general dentistry: Bring dental visits, treatment deposits and patient balances into a point-of-sale workflow, with reporting organized around treatment estimates, deposits and patient invoices. Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. Chairside or front-desk checkout with itemized treatment receipts. Roots Payments, an independent Square Reseller, configures it around how your dental practice actually checks patients out.
  • 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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Square Appointments

For general dentistry: Schedule dental consultations and treatment appointments, collect appointment payments and keep staff calendars aligned. Square Appointments lets patients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Online booking for cleanings and new-patient exams, with reminders. Roots sets up your services, availability, policies and forms so the calendar works from day one.
  • 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 Invoices

For general dentistry: Send itemized invoices for dental visits, treatment deposits and patient balances and track deposits, due dates and outstanding balances. Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Invoice treatment-plan balances with card or ACH on file. Roots sets up your templates, schedules and accounting sync.
  • 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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Square Virtual Terminal

For general dentistry: Take authorized phone or remote payments for dental visits, treatment deposits and patient balances from a browser-based terminal. Square Virtual Terminal turns a browser into a card terminal for phone, mail and remote payments. Take phone payments for statements. Roots sets up cards on file, recurring schedules and staff permissions.
  • 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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Merchant Account

For general dentistry: Arrange a processing account for dental visits, treatment deposits and patient balances, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your dental practice, with pricing you can read and a person to call. MCC 8021 accounts so HSA/FSA cards approve on eligible treatment.
  • 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 general dentistry: Schedule and manage payments for treatment installments and dental membership plans, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Run in-house dental membership plans on automatic monthly or annual billing.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Text to Pay

For general dentistry: Send a payment request for dental visits, treatment deposits and patient balances by text so customers can pay against a specific order or invoice. Text-to-pay sends a secure payment link by SMS, so patients can pay a balance from their phone in seconds. Text balances after insurance pays.
  • Write compliant message templates with opt-in language
  • Integrate with your billing system
  • Set reminder cadences

Cash Discount Program

For general dentistry: Design a clearly presented cash-price program for dental visits, treatment deposits and patient balances, with checkout wording and receipts aligned. A cash discount program posts your card price and gives a discount to customers who pay cash, offsetting card costs. Roots sets up pricing, signage and receipts.
  • Review state rules before launch
  • Configure terminals and receipts
  • Provide signage and staff scripts
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Custom Payment Integration

For general dentistry: 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. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Post payments back to your practice-management system where it offers an integration path.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Text to Pay questions

Questions dental practice teams ask about patient payments.
Customers receive a payment link and complete checkout on the payment page. Roots helps configure the messages, payment references and status reporting.
We can plan invoice references and payment updates so your staff can match the collection to the correct customer balance.
Bring your invoice process, customer-contact permissions and payment references. Roots uses these details to plan the workflow for general dentistry and prepare a clear setup scope.
Request a quote for your business and the setup you need. We review the scope and costs with you before you proceed. Consultations and payment reviews are free.

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Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to a dental practice payments specialistAll general dentistry solutions