SoftDent CareCredit Integration v16 · SoftDent CareCredit Integration v16.2 SoftDent CareCredit...

SoftDent

CareCredit

Integration

v16.2

SoftDent CareCredit Integration Overview

Kelaiah Masters

July 2015

Objective

CareCredit software is now integrated within SoftDent, enabling the office to

accept a patient’s CareCredit payment in the same manner as any other credit

card payment.

Now the office can offer patients the opportunity to apply for CareCredit account,

present financing options, take CareCredit payments, or make refunds from

inside of SoftDent.

There are also two new reports added, in addition to modifications to existing

reports that will accommodate this new feature.

CareCredit Integration is available beginning in CS SoftDent Versions 16.2/116.2 & higher

Enable CareCredit

CareCredit must be enabled before it can be used. Initially the SoftDent Admin user

will have rights to enable CareCredit, and this user can assign others this right

under the Rights By User screen; “Allow access to Special Edit Toggle”.

Select System>CareCredit>Enable CareCredit

This box is then displayed

Configure Transaction Codes

Before processing any transactions, you must first select the CareCredit payment

and refund codes that will be used.

Go to System>CareCredit>Configure Trans Codes

If you have already defined CareCredit transaction codes you can bypass the

above step and go directly to the Practice Info screen Default ADA tab

Default transaction code for CareCredit payments: 15.00 (or code in CC range)

Default transaction code for CareCredit refunds: range of 30.00-39.98

CareCredit Configuration

System >CareCredit Menu Practice Info Screen

Configure Providers

Before you can process any CareCredit transactions, at least one of your providers

must be set up as a CareCredit Merchant (Provider must sign up directly with

CareCredit). Merchant number and Practice Code can then be added into

SoftDent.

Go to System>CareCredit>Configure Providers to select the Provider(s) that

have signed up with CareCredit

Providers added within the SoftDent Provider List will automatically appear in the

CareCredit Provider list screen

Edit the desired provider from the CareCredit Provider Config screen to enter CareCredit information

CareCredit Provider Configuration

CareCredit Functions

Basic CareCredit functions can be accessed from two places:

1. CareCredit icon on the Toolbar

2. From the Patient list or Dialog select CareCredit Integration menu on the

Express Bar

CareCredit Functions

CareCredit Functions

Look up by SSN & Zip

Lookup by Acct No.

CareCredit Payments and Refunds

Payment Toolbar CareCredit Payment Screen

CareCredit Payments & Refunds

CareCredit Patients

Every patient for whom a CareCredit transaction has been posted to is considered a

CareCredit Patient. These patients will have the CareCredit icon on their Patient

dialog.

CareCredit Website Screens

Payment Calculator Online Application

Select Online Application option

so patients can apply for a

CareCredit Account.

The patient will need to enter

some personal information that’s

NOT available in SoftDent

New Reports

CareCredit Transactions For A Period

This report will ONLY contain

CareCredit Payments and Refunds

“Group by Payment Plan”:

transactions are grouped and

subtotaled by their CareCredit

Payment Plan.

New column labeled “Plan” that

prints each transaction’s plan.

CareCredit Treatment Plans Report

This report’s options are identical to

the Treatment Plan Detailed

Breakdown report, except that ONLY

CareCredit Patient’s are printed.

Daysheet & Deposit Slip

CareCredit Deposit Slip

CareCredit transactions are

printed on their own page of the

Deposit Slip – CareCredit

Transactions

Daysheet

CareCredit Payments and

Refunds are also displayed on the

Daysheet