CareCredit Action

In the Treatment Plan Module, click CareCredit.

Alternatively, in the Account Module, click CareCredit.

The CareCredit Action window only appears when CareCredit is enabled. When CareCredit is not enabled, the CareCredit website opens.

A patient must be selected as most of these buttons pertain to the selected patient.

Do not select another patient while the CareCredit interface is open. Changes made in CareCredit occur on the currently selected patient, not the patient selected when the interface was opened.

These dropdown menus only display when clinics is enabled and when Merchant number by Provider is checked in CareCredit Setup.

Apply: Opens the CareCredit Apply portal. The selected patient information is sent, so the information will be prefilled.

Lookup: Opens the CareCredit Lookup portal. Find transaction history for patient. The selected patient information is sent, so it will be prefilled already.

Quickscreen: Opens the Individual Quickscreen portal. Pre-approval for individual patients. Some patient information is sent.

Reports: Opens the CareCredit Report portal. This is office wide information. No patient information needed or will be sent.

Manage: Opens the CareCredit Manage portal. Allows offices to set promotions. No patient information is sent.

Transactions: Opens the CareCredit Transactions window.

Batch Quickscreen

Batch Quickscreen is a CareCredit feature that pre-approves patients for financing. When enabled, Batch Quickscreen automatically attempts to pre-approve patients prior to their appointment. To determine how far in advance patients can be pre-approved, see CareCredit Setup.

A patients Quickscreen status can be viewed in the Patient Information area of the Family Module or by adding the CareCredit Approval Status to the Appointment view.

Quickscreen statuses: