Square Point of Sale, set up for psychiatry practices

Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. In-office checkout for in-person visits. Roots Payments, an independent Square Reseller, configures it around how your psychiatry practice actually checks patients out.
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Payment solutions for psychiatry practices

How each solution supports psychiatry practices

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

Square Appointments

For psychiatry practices: Schedule therapy visits and clinician consultations, 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. Book evaluations and follow-ups with cancellation policies. 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 psychiatry practices: Send itemized invoices for therapy sessions and psychiatric consultations 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 visits with card 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 Point of Sale

For psychiatry practices: Bring therapy sessions and psychiatric consultations into a point-of-sale workflow, with reporting organized around session invoices, appointments and patient balances. Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. In-office checkout for in-person visits. Roots Payments, an independent Square Reseller, configures it around how your psychiatry 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

Merchant Account

For psychiatry practices: Arrange a processing account for therapy sessions and psychiatric consultations, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your psychiatry practice, with pricing you can read and a person to call. MCC 8011 with a neutral descriptor.
  • 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 psychiatry practices: Schedule and manage payments for scheduled session charges and care memberships, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Auto-charge visits to a card on file.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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ACH Payments

For psychiatry practices: Offer bank-account payments for therapy sessions and psychiatric consultations, 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 monthly statements.
  • 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 Point of Sale questions

Questions counseling practice teams ask about patient payments.
Square POS combines payment acceptance with item and customer records. Roots configures the catalog, staff workflow and reporting around your business.
Yes. We help test checkout, receipts, refunds and daily reporting, then train your team on the selected Square setup.
Bring your item or service catalog, checkout stations and staff roles. Roots uses these details to plan the workflow for psychiatry practices and prepare a clear setup scope.
See Square’s official pages for current software, hardware and processing prices. Request a quote for your Roots setup or custom project. 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 counseling practice payments specialistAll psychiatry practices solutions