Payment plans and recurring billing for home health agencies

Automate recurring card and ACH charges for memberships, retainers and payment plans. Weekly or monthly private-pay billing.
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Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for home health agencies

How each solution supports home health agencies

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

Square Invoices

For home health agencies: Send itemized invoices for home-care visits and client service charges 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 private-pay services 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 home health agencies: Take authorized phone or remote payments for home-care visits and client service charges from a browser-based terminal. Square Virtual Terminal turns a browser into a card terminal for phone, mail and remote payments. Office staff take phone payments from family members. 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 home health agencies: Arrange a processing account for home-care visits and client service charges, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your home health agency, with pricing you can read and a person to call. A health care MCC so HSA/FSA cards approve on eligible services.
  • 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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ACH Payments

For home health agencies: Offer bank-account payments for home-care visits and client service charges, with authorization and invoice matching built into the workflow. ACH moves money directly between bank accounts, usually for far less than cards on large payments. ACH for recurring private-pay balances.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Recurring Billing

For home health agencies: Schedule and manage payments for weekly care plans and scheduled client invoices, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Weekly or monthly private-pay billing.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software

Mobile Payments

For home health agencies: Collect payments for home-care visits and client service charges away from a fixed counter, with transactions recorded against the sale or job. Accept cards on a phone or tablet at a client's home, a job site or an event. Card readers for clinicians collecting in the home.
  • Choose devices for your field workflow
  • Set up users and permissions
  • Train staff on offline and signature rules
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Recurring Billing questions

Questions home care agency teams ask about patient payments.
Roots helps define the schedule, collect authorization and connect payment status to your customer or subscription records.
We plan retries, customer notifications and staff follow-up so missed payments have a clear resolution process.
Bring your billing cadence, customer authorization and failed-payment process. Roots uses these details to plan the workflow for home health agencies 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.

Ready to talk it through?

Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to a home care agency payments specialistAll home health agencies solutions