How to use Square Invoice | HIPAA Compliant Free Billing Software

How to use Square Invoice | HIPAA Compliant Free Billing Software

IN ORDER TO BE HIPAA-COMPLIANT, you need your client's explicit permission for Square to email them! Since Square's invoicing feature relies on email to bill your clients, you must ask for permission first. I did not emphasize this enough in the video. Learn more about when you can email clients in this article from Person Centered Tech:
https://personcenteredtech.com/2013/10/06/clients-have-the-right-to-receive-unencrypted-emails-under-hipaa/

HIPAA UPDATE: Square changed their policy on making your account HIPAA-Secure. I didn't realize that when I recorded this! It's much simpler than it used to be. Learn more here:
https://squareup.com/help/us/en/article/5091-hipaa-compliance

Sign up for TherapyNotes and get two months FREE:
https://www.therapynotes.com/r/private%20practice%20skills/

FREE Guide: Start a Private Practice in Counseling:
https://tinyurl.com/y9ek9en8

IN ORDER TO BE HIPAA-COMPLIANT, you need your client's explicit permission to email them! Since the invoicing feature relies on email to bill your clients, you must ask for permission first! I did not emphasize this enough in the video.

Sign up for Square here:
https://squareup.com/

Watch my Video about Square POS Setup:
https://youtu.be/d46d-fxvBRU

Square's Processing Fees:
https://squareup.com/help/us/en/article/5068-what-are-square-s-fees

HIPAA-Secure Billing/Remote Invoicing Options:

TherapyNotes offers the option to manually type in your client's credit card information. Learn more about this feature here:
https://support.therapynotes.com/article/129-credit-debit-and-hsa-card-processing
(You can also check with your EHR to see if they offer secure credit card processing)

IvyPay is specifically designed for counselors:
https://www.talktoivy.com/ivypay

LINKS
*Some links are affiliate links. A percentage of purchases come back to me and help my channel immensely!
👉 How to DIY a Therapist Website that Fills your Practice: https://privatepracticeskills.teachable.com/
👉 Private Practice Skills Merch: https://teespring.com/stores/private-practice-skills
👉 All my filming gear: https://kit.co/privatepracticeskills/all-my-gear
👉 Music I use: https://www.epidemicsound.com/referral/c7m5mj/

This video is geared for therapists of all kinds, including psychologists, MFTs, LPCCs, social workers, and others in the clinical counseling field.

Welcome to Private Practice Skills! I’m Dr. Marie Fang, psychologist in private practice. I post videos offering tools I learned the hard way about starting and growing private practice so that you don’t have to.

www.privatepracticeskills.com
Facebook: www.facebook.com/PrivatePracticeSkills/
Insta: PrivatePracticeSkills

Music From Epidemic Sound:
https://www.epidemicsound.com/track/YOhNIQJXnZ

This video is not intended as professional or legal advice. Be sure to seek the services of a professional if you are in need of them.

Видео How to use Square Invoice | HIPAA Compliant Free Billing Software канала Private Practice Skills