Posting a CareCredit Payment in the Payments Window

You can accept a patient's CareCredit card for payment just as you would any other credit card. If the patient does not have his CareCredit card with him, you can look up the patient's CareCredit account information and post the payment.

To post a CareCredit payment in the Payments window:

Select an option:
In the Patient List window:In the Patient List window:Select the patient and click Transactions.
In the Patient window:In the Patient window:Click Transactions.

The patient Transactions List window is displayed.

Select Payments. The Payments window is displayed.
Click on the Payment bar.

Select Personal in the Select Operation section. The Payments - Personal Payment window is displayed. Select the CareCredit payment code from the Code drop-down list.

Press Tab, and type the payment amount.
Use the drop-down list to select the provider if your office has multiple CareCredit providers.
Use the drop-down list to select the CareCredit payment plan.
If there are multiple patients listed at the bottom of the window, enter zero amounts in the Amount fields for all patients other than the patient who will be using CareCredit. Type the CareCredit payment amount in the Amount field for the patient, and leave the field selected.
To add a note, select the Notes column for the transaction and type the information.

CareCredit payments cannot be distributed.

Do one of the following:
- If the patient has his CareCredit card:If the patient has his CareCredit card:Click Post. The CareCredit Purchase Transaction window is displayed.
  
  Type the account number and click OK. A Payment Approved message is displayed.
- If the patient does not have his CareCredit card:If the patient does not have his CareCredit card:Click the Look Up Account Number if Card Not Present button. The CareCredit Account Lookup window is displayed.
  
  Do one of the following:
  
  --If the Social Security Number and zip code fields are populated, click OK. If the patient has an active account, the account number and amount available sections are populated.
  
  --If the Social Security Number and zip code fields are not populated, ask for the Social Security Number and zip code of the person who owns the CareCredit account, type the information in the fields, and click OK. If the cardholder has an active account, the account number and amount available sections are populated.
  
  Click Post. A payment approval message is displayed.

Click OK. The CareCredit Transaction Receipt window is displayed.
Click Print, have the patient sign the sales draft, and give the patient the other copy.
Click Close to return to the Transactions window.