Payments for Therapists & Counselors

Therapy practices bill recurring sessions, often private-pay and often by telehealth, so cards on file and remote payments are the norm. Privacy expectations are high, and payment descriptors and messages shouldn't reveal what a client is being treated for.
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Payment solutions for mental health & therapy practices

How these solutions work for mental health & therapy practices

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

Recurring Billing

For mental health & therapy practices: Schedule and manage payments for scheduled session charges and care memberships, 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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Square Appointments

For mental health & therapy practices: Schedule therapy visits and clinician consultations, 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 Invoices

For mental health & therapy practices: Send itemized invoices for therapy sessions and psychiatric consultations 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 mental health & therapy practices: Arrange a processing account for therapy sessions and psychiatric consultations, 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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Custom Payment Integration

For mental health & therapy practices: Connect the payment flow for therapy sessions and psychiatric consultations with your software and the operational records behind session invoices, appointments and patient balances.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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ACH Payments

For mental health & therapy practices: Offer bank-account payments for therapy sessions and psychiatric consultations, 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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Transfer initiated

$950.00 · ref ACH-7731

Square Virtual Terminal

For mental health & therapy practices: Take authorized phone or remote payments for therapy sessions and psychiatric consultations 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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Text to Pay

For mental health & therapy practices: Send a payment request for therapy sessions and psychiatric consultations 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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Square Point of Sale

For mental health & therapy practices: Bring therapy sessions and psychiatric consultations into a point-of-sale workflow, with reporting organized around session invoices, appointments and patient balances.
  • 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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High-Risk Merchant Account

For mental health & therapy practices: Present your model for therapy sessions and psychiatric consultations to specialist processing partners, with product and fulfillment documentation prepared.
  • Pre-screen your website, policies and billing flows
  • Assemble the underwriting package
  • Set up chargeback alerts from day one
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Chargeback Management

For mental health & therapy practices: Organize evidence for disputed therapy sessions and psychiatric consultations, 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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Mental Health & Therapy Practices we set up and support

Mental Health & Therapy Practices payment questions

Start with the workflows your business needs. Options on this page include Square Appointments for Therapists, Square Invoices for Therapists, Square Virtual Terminal for Therapists. 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 mental health & therapy 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 mental health & therapy practices workflows need to improve so we can scope a practical setup.

Payments for mental health & therapy practices, set up right

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