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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