Managing Patient Accounts > CareCredit
Use the CareCredit button on the Ledger or Check-out ledger window to post patient charges. Once the charge is processed through CareCredit, it is automatically posted to the Ledger, with the description CCREDPMT.
Charges and refunds can only be made to the patient's responsible party. The CareCredit icon is displayed on the clipboard of all members of an account for which a CareCredit transaction has been posted.
To enter a charge to CareCredit:
From the patient's CareCredit window, select the production (AR) owner for the charge.
Only production owners who have been configured and added for CareCredit service are displayed in the list.
Select Charge. The CareCredit Charge window is displayed.
Select the payment plan for which the patient is approved.
Enter the amount of the charge and click OK. If the CareCredit account number is validated, after a few moments, an Approved message is displayed.
You might be prompted to enter the CareCredit account number into the Purchase Transaction window before the transaction is approved.
Click OK. The CareCredit Transaction Receipt is displayed in duplicate (office copy, patient copy).
Click Print.
CareCredit refunds are automatically posted to the Ledger, with the description CCREDREF.
To refund a CareCredit charge:
From the patient's CareCredit window, select the production (AR) owner for the refund.
Select Refund. The CareCredit Refund window is displayed with a list of processed charges.
Select the charge you want to refund, and enter an amount that is equal to or less than the original charge.
Click OK. If the CareCredit account number is validated, after a few moments, an Approved message is displayed.
Click OK. The CareCredit Transaction Receipt is displayed in duplicate (office copy, patient copy).
If you need to reprint a receipt for a patient at any time, use the Reprint Receipt button on this window to retrieve a list of processed CareCredit transactions.
Accessing CareCredit Account Information