PRACTIS integrates with Square for practices that prefer Square's payment ecosystem. The integration supports in-person card payments via Square Terminal, online payments, and invoicing. Square's flat-rate pricing makes it an attractive option for practices with straightforward payment needs.
Log into PRACTIS and navigate to Settings → Integrations. Click "Connect Square" and authorize access through our secure OAuth wizard.
Choose which data types to sync (patients, appointments, documentation, billing). Set up field mappings and configure sync frequency.
PRACTIS runs a validation check to ensure data flows correctly. Review the test results and confirm everything looks right.
Enable the integration and let PRACTIS AI agents start working with your Square data. Monitor the dashboard for sync status.
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