Knowledge of how to use Square

  • For all credit card charges, apply a $1 processing fee

  • When a patient is paying with a credit or debit card, use the iPad to complete the transaction.

  • On the iPad, open the “Register” app.

  • If the card has a CHIP in it

    • use the chip reader located to the right of the laptop​

    • Enter charge amount (ex: Enter $30 copay along with $1 processing fee. Confirm with patient that a $1 processing fee will be charged.)

    • After entering the amount tendered, place card in reader and press the blue charge button in the top right of the screen.

  • If the card DOES NOT have a chip

    • use the square attachment by putting it in the headphone jack of the iPad .​​

    • Enter charge amount (ex: Enter $30 copay along with $1 processing fee. Confirm with patient that a $1 processing fee will be charged.)

    • Push the charge button in the upper right corner

    • Swipe the card

  • Follow onscreen prompts (slide card, or use chip reader as prompted)

  • Complete patient information and amount on daily CC billing sheet.