Overview
Integrating CareCredit into your practice allows quick application and payment processing. From the Client page, select the CareCredit button at the top to apply for CareCredit or check a client's account balance. The client's information is automatically uploaded into the CareCredit application, and a credit decision is provided almost instantly.
Note: This button should not be used for processing payments or refunds, as it will not reflect appropriately in the client's payment history.
Setup CareCredit
Enable CareCredit in the Practice Settings menu
- Go to Settings > Practice Setup > General > Miscellaneous Settings.
- Enable the option Show CareCredit.
Enable CareCredit in the Billing Menu
- Go to Settings > Billing > Payments > Payments Accepted.
- Check the Enable CareCredit option.
Enter CareCredit Merchant ID
After enabling, CareCredit System Settings will show.
- Enter your CareCredit Merchant ID. If you do not have an account, visit the CareCredit website or call (866) 304-9064 to enroll.
- Click Save.
- A new payment type will be created as CareCredit.
Note: If your practice already has a manual payment created for CareCredit, inactivate the existing payment to avoid confusion.
QuickBooks Configuration
If your practice has Quickbooks, you can specify the QuickBooks payment method to CareCredit payment. Select the pencil icon to edit the CareCredit payment.
Using CareCredit as Payment
- From the checkout screen, choose CareCredit as the Payment Type.
NOTE: The Add Another Payment option will not work if CareCredit is selected.
- Select Process Payment. A CareCredit pop-up will appear to look up the account and complete the transaction. If the CareCredit window does not appear, make sure the browser allows pop-ups.
- After submitting the transaction and receiving the Purchase Complete message, print or email the CareCredit receipt.
| Step 1: Search for the client if not already connected. | Step 2: Confirm Purchase Amount |
| Step 3: Select Cardholder ID, Financing Option, and Submit Transaction | Step 4: Print CareCredit receipts and exit the window. |
NOTE: The payment receipt generated outside of the CareCredit pop-up will not include the CareCredit purchase receipt. You may access the CareCredit site directly to reprint if needed.
Voiding a CareCredit Payment
Voiding an integrated payment receipt with a CareCredit payment will not return funds to the client's CareCredit account. A return must be processed to create a credit on the account. Once the credit is created, process a refund directly to the CareCredit account by selecting CareCredit as the payment type and processing the payment.