Primary Care & Family Medicine Payments

Family medicine and primary care practices collect copays, deductibles and self-pay visits every day, often across several providers. The goal is fast front-desk checkout, easy balance collection afterward, and payment records that reconcile with the practice-management system.
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Payment solutions for primary care & family medicine

How these solutions fit primary care & family medicine

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

Square Point of Sale

For primary care & family medicine: Bring patient balances, copays and consultation charges into a point-of-sale workflow, with reporting organized around patient invoices, copays and appointment balances. Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. Front desks use it to collect copays at check-in and balances at checkout. Roots Payments, an independent Square Reseller, configures it around how your medical 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 primary care & family medicine: 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. Self-pay and cash-based visit types can be booked online, with reminders to cut no-shows. 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 primary care & family medicine: 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. Send post-visit balance invoices with card and ACH options instead of paper statements. 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 primary care & family medicine: Take authorized phone or remote payments for patient balances, copays and consultation charges from a browser-based terminal. Square Virtual Terminal turns a browser into a card terminal for phone, mail and remote payments. Billing staff can take phone payments for statements from any workstation. 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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Square Integrations

For primary care & family medicine: Connect Square transaction data with the tools used to manage patient invoices, copays and appointment balances, reducing repeated data entry. Square connects to practice-management, accounting and scheduling apps through the Square App Marketplace. Square lists integrations with practice tools such as Remedly and Reference Health. Roots selects, connects and tests the integrations.
  • Audit your current tools and pick integrations that fit
  • Connect and map data (customers, items, tax, deposits)
  • Test end to end before go-live
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Custom Development on Square

For primary care & family medicine: Build a Square-based payment workflow around patient balances, copays and consultation charges, with custom software for your operating process. When no off-the-shelf app fits, Roots builds custom integrations on Square's developer platform. We can connect Square Terminal to an in-house or niche practice system through the Terminal API. This is Roots' own development work, built on Square's public APIs.
  • Scope the workflow and data flow with your team
  • Build, test and deploy the integration
  • Keep unnecessary sensitive data out of payment records
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Merchant Account

For primary care & family medicine: 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 medical practice, with pricing you can read and a person to call. Roots prepares your business profile for the processing partner and helps configure patient payments and reporting.
  • 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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Text to Pay

For primary care & family medicine: Send a payment request for patient balances, copays and consultation charges 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 balance links after claims adjudicate, so patients pay from their phones.
  • Write compliant message templates with opt-in language
  • Integrate with your billing system
  • Set reminder cadences
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Recurring Billing

For primary care & family medicine: 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 payment plans for large deductibles with signed authorization.
  • 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 primary care & family medicine: 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. Post payments back to your EHR or practice-management system to cut manual reconciliation.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Primary Care & Family Medicine payment questions

Start with the workflows your business needs. Options on this page include Square POS for Doctors, Square Appointments for Doctors, Square Invoices for Doctors. 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 primary care & family medicine 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 primary care & family medicine workflows need to improve so we can scope a practical setup.

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

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