Direct Primary Care Payments

Concierge and direct primary care practices run on monthly or annual memberships instead of insurance claims, so recurring billing is the business. Since January 1, 2026, qualifying DPC arrangements at or under $150 per month per individual ($300 for more than one person) no longer block HSA eligibility, and HSA funds can pay the fees (IRS Notice 2026-5).
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Payment solutions for concierge medicine & direct primary care

How these solutions fit concierge medicine & direct primary care

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

Recurring Billing

For concierge medicine & direct primary care: Schedule and manage payments for care memberships and scheduled patient installments, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Automate monthly and annual memberships with card updater and smart retries.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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ACH Payments

For concierge medicine & direct primary care: Offer bank-account payments for patient balances, copays and consultation 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. Offer ACH memberships to cut processing costs on every recurring charge.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$464.00 · ref ACH-7731

Square Invoices

For concierge medicine & direct primary care: Send itemized invoices for patient balances, copays and consultation 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. Recurring invoices with card or bank account on file work for smaller membership panels. 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 Payment Links

For concierge medicine & direct primary care: Share a checkout link for patient balances, copays and consultation charges through messages, email or your website. Square Payment Links creates a secure checkout page you can share by email, text, social media or QR code, and reuse for standard fees. A payment link can take new-member enrollment fees from your website. Roots sets up the links, custom fields and reporting.
  • 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 Appointments

For concierge medicine & direct primary care: Schedule patient consultations and follow-up 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. Members can book visits online, 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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Merchant Account

For concierge medicine & direct primary care: Arrange a processing account for patient balances, copays and consultation charges, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your membership practice, with pricing you can read and a person to call. A health care MCC keeps HSA cards approving for qualifying fees.
  • 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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Custom Payment Integration

For concierge medicine & direct primary care: Connect the payment flow for patient balances, copays and consultation charges with your software and the operational records behind patient invoices, copays and appointment balances. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Sync membership status and payments with your DPC platform.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Concierge Medicine & Direct Primary Care payment questions

Start with the workflows your business needs. Options on this page include Direct Primary Care Recurring Billing, Direct Primary Care ACH Payments, Square Invoices for Direct Primary Care. 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 concierge medicine & direct primary care 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 concierge medicine & direct primary care workflows need to improve so we can scope a practical setup.

Let’s set up payments for your concierge medicine & direct primary care business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.
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