Managing Patient Accounts > CareCredit
You can generate a CareCredit Transactions report for the production (AR) owners using CareCredit in your practice.
CareCredit details are included on deposit slips, daily reports, and collection and adjustment reports.
An Unscheduled Treatment Plan contact expert has been added specifically for CareCredit patients.
To generate this report:
Select File > Print > Accounts and Receivables > CareCredit Transactions. The CareCredit Transactions Window is displayed.
Select the production (AR) owners for the report, either separately or combined.
Select the sort order.
Select Name to sort transactions alphabetically by patient name, without subtotals.
Select Date to sort transactions alphabetically for each day, with subtotals for each date.
The date range defaults to the previous calendar month, but you can adjust it here.
Click OK.
CareCredit transactions are included on relevant reports when they match the report's selection criteria.
CareCredit transactions are printed on their own page of the Deposit Slip report. The format of the page is similar to the page for credit cards. This page does not print when there are no CareCredit transactions matching the criteria.
In the Deposit Detail report, there are new sections for CareCredit charges and refunds. These sections print even when there are no CareCredit transactions matching the criteria, unless CareCredit is not enabled.
CareCredit transactions matching the selection criteria are included on the Daily and Periodic Recap reports.
Charges are included in the Collection totals.
Refunds are included in the Collections Adjustments totals.
Refunds are printed in the Adjustments during the period covered by this report section.
CareCredit charges matching the criteria are included on the Individual Collection Summary report.
CareCredit refunds matching the criteria are included on the Individual Adjustment/Comment Summary report.
When CareCredit is enabled, you can select an Unscheduled Treatment Plan contact expert (Experts > Contact Expert > CareCredit Unscheduled Tx plans) just for CareCredit patients.
This expert is the same as the Unscheduled Treatment Plan expert, with the following exceptions:
Only CareCredit patients are included.
An option enables you to include Remaining CareCredit balance on the report.
When the option is selected, the current balance is obtained from the CareCredit server, in real time, using the patient's responsible party's SSN / ZIP Code. This can increase the time it takes to generate the expert.
When the option is selected, a CareCredit Available column is displayed on the expert, and as a separate field for the selected patient.
If no match is found in the CareCredit query for a patient, Unknown is displayed in the column.
When the option is not selected, these fields are not displayed.
Accessing CareCredit Account Information
Using CareCredit for Patient Charges