Posting payments that are mailed/called in for Square users

Patient mails E-statement with credit card information

Option #1

1. Go to the Square.com dashboard and manually enter the credit card information to charge the credit card
2. Go into patients' financials
3. Click the drop-down next to the actions
4. Click patient payment
5. Enter payment information 
6. Select (appointment, encounter, item, or balance transfer)
7. Distribute
8. Post

Option #2

1. Go to the Square.com Dashboard and manually enter the credit card information to charge the credit card
2. Go to the cart option on the left side of the screen
3. Locate patient
4. Enter payment information in the credit card tile
5. Click pay

Option #3

1. Go to the cart option on the left side of the screen
2. Locate patient
3. Enter a credit card on file 
4. Enter amount
5. Click pay
6. Delete the credit card on file after you post the payment as the patient did not sign the agreement. 

Option #4

1. Log out of the Square Terminal
2. Collect payment
3. Log back in using the device code to pair the terminal with EZDERM
4. Go to financials or cart and post-payment manually

Option #5

1. Have the Square app downloaded on an Ipad at the front desk
2. Take the payment on the Square app
3. Go to financials or cart and post payment manually