eServices > Using CareCredit

Accessing CareCredit

You can access the CareCredit integration and its features from several areas in the software.

Depending on the specific window you are in, these features can include:

• Lookup by SSN and Zip:Search by Social Security Number or zip code to verify the patient has a CareCredit account when the patient does not have his CareCredit card.

• Lookup by Account No.:Search by CareCredit account number to verify the patient has a CareCredit account when the patient does not have his CareCredit card.

• Online Application:Access the CareCredit web site, where the patient can complete an application and receive instant approval.

• Payment Calculator:Access the CareCredit web site, where you can use a payment calculator to present various payment plans to the patient.

• Enter a Payment:Accept a CareCredit payment in the same way that you would a credit card.

• Enter a Refund:Make a refund to a CareCredit account in the same way that you would a credit card account.

To access CareCredit from the software, select an option:

• In the Patient List window:Select a patient, and select CareCredit Integration from the Options section of the Express bar.

• In the Patient window:Select CareCredit Integration from the Options section of the Express bar.

• In the Account List window:Select a patient, and select CareCredit Integration from the Options section of the Express bar.

• In the Account window:Select CareCredit Integration from the Options section of the Express bar.

• In the InOffice window:Select CareCredit Integration from the Options section of the Express bar.

• In the Daily Appointments window:Select CareCredit Integration from the Options section of the Express bar.

• In the Appointment Card window:Select CareCredit Integration from the Options section of the Express bar.

• In the Book Quick Glance window:Select CareCredit Integration from the Options section of the Express bar.

• In the patient Transactions window:Select CareCredit Integration from the Options section of the Express bar, or click CareCredit Payment on the Payment Toolbar.

• In the account Transactions window:Select CareCredit Integration from the Options section of the Express bar, or click CareCredit Payment on the Payment Toolbar.

• On the Power Bar:Click  .

• The CareCredit Integration button and option are disabled if the CareCredit software is not enabled.