Using CareCredit for Patient Financing

PracticeWorks partners with CareCredit to provide a flexible payment option for patients by establishing a revolving credit line. The integration enables you to receive secured funds within two business days.

A patient can use CareCredit for current charges, and for future treatments without the need to reapply.

Because financial transactions are tied to an account's responsible party, all members of an account using CareCredit are considered CareCredit patients.

Use the features in PracticeWorks to help the patient set up an account, access payment plans, and post charges.

CareCredit transaction codes:

CCREDPMTCCREDPMT CareCredit Payment
CCREDREFCCREDREF CareCredit Refund
CareCredit applies a processing fee for transactions.

Enabling CareCredit and Configuring Providers

To enable and set up the CareCredit integration:

Select File > Preferences > CareCredit > Enable CareCredit. You are prompted to configure providers.
Click OK.
Select File > Preferences > CareCredit > Configure Providers. The CareCredit Providers List is displayed.

A Provider must be an AR administrator (Can administer accounts setting checked on the Employee Properties window), in order to be set up for CareCredit.

Select a provider and click Edit. The Configure CareCredit Service window is displayed.
Enter the Merchant Number and Practice Code, and Merchant Zip Code, and click Add Service. A confirmation is displayed.

The zip code is not required. If used, it must match the zip code used by the provider when signing up with CareCredit.

Click OK. The Service Added status for the provider is changed to Yes.

Repeat for each provider or production owner.

You can also access this window from the Other tab of the Employee Properties window.

Accessing CareCredit

You can access the CareCredit window directly from the PracticeWorks Toolbar. This displays the window with no patient selected, but you can use it to look up accounts, complete an online application form, launch the payment calculator, and retrieve payment plans.

You can also access this feature from the following locations:

Right-click appointment
Check out ledger
Clipboard
Ledger card

The CareCredit window displays for the selected patient or the patient's responsible party, with the functionality enabled to post charges and refunds, and reprint receipts.