Even if your office is currently offering CareCredit, you must perform the following configuration steps to use the new integration.
To set up CareCredit, you must enable the service and configure the CareCredit transaction codes and providers.
Only a user with User ID 1 (the highest level of security rights) can enable CareCredit.
To enable CareCredit:
Select System > CareCredit > Enable CareCredit. A message is displayed, telling you to continue with the configure options.
Click OK.
To configure the CareCredit transaction codes:
Select System > CareCredit > Configure Tran Codes. A message is displayed, stating that you must configure the CareCredit transaction codes before you can enter CareCredit transactions and asking if you want to continue.
Click Yes. The Practice Information window is displayed.
On the Default ADA tab, select the CareCredit refund and payment codes by clicking the drop-down arrow next to the By CareCredit and CareCredit fields and selecting the codes from the ADA/Transaction Codes window.
If you have not previously created CareCredit transaction codes, follow the steps described in Adding ADA, CPT, and Transaction Codes.
Click OK.
Click Close.
To configure CareCredit providers:
Do one of the following:
Select System > CareCredit > Configure Providers. The Provider -- Configure the Provider for CareCredit Service list window is displayed. Double-click on a provider name.
In the Provider List (List > Provider), select a provider name, and click Add CareCredit Service.
The Provider -- Configure the Provider for CareCredit Service window is displayed.
Type the CareCredit merchant number and practice code in the fields.
If you are a new CareCredit client or if you do not know the merchant number, it can be found on the enrollment materials or your monthly statements. Contact CareCredit Provider Services to obtain the practice code.
Click Add Service. A success message is displayed, and "Service Added" is displayed on the window.
Click OK.