Posting a CareCredit Payment in the Transactions List 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 Transactions List 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 CareCredit Integration > Enter a Payment on the Express bar, or click on the Payment bar. The CareCredit Transactions window is displayed.
Type the 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.
Do one of the following:

If the patient has his card:If the patient has his card:Click OK. 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 OK. 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.