See CareCredit Setup.

Use the CareCredit Self-Service payment option to open an interface for patients to submit a CareCredit transaction.

In the Account Module, Payment dropdown, choose Get CareCredit Self-Service Link.

For instructions on processing a CareCredit payment through the Payment window, see CareCredit Payment.

To process a CareCredit Self-Service payment:

1. Choose Get CareCredit Self-Service Link in the Payment dropdown.
2. Enter the payment amount and click OK.

3. The CareCredit transaction portal is opened in a web browser.

4. Choose the Submit a purchase transaction in office for the patient/client radio button.
5. Enter the card number or choose Lookup Account.

6. Once card details are entered or an account is found, click Continue to process payment.
7. Verify the transaction details and click Submit to process payment.

8. Payment is posted to the patient's account. Paysplits are allocated using the Paysplits logic set in Allocations Setup.