CareCredit Setup

CareCredit is a credit card for financing healthcare expenses.

In Setup, Program Links, double-click CareCredit from https://www.carecredit.com/.

The CareCredit bridge integrates CareCredit with Open Dental. Users must be on support with Open Dental to use this feature.

Setup the CareCredit program link to begin using the integration.

Clinic Settings: This heading only appears when clinics is enabled. When clinics is not enabled, these settings relate to the practice. When clinics is enabled, these settings relate to the selected clinic.

The eConnector and Open Dental Service are required to utilize CareCredit and receive CareCredit Alerts.

Click OK to save settings. If Quickscreen is enabled, and CareCredit Approval Status has not been added to an Appointment View, you will be prompted to add it.

Batch Quickscreen

Batch Quickscreen is a CareCredit feature that pre-approves patients for financing. When enabled, Batch Quickscreen automatically attempts to pre-approve patients for their estimated appointment fees (rounded to the nearest dollar) prior to their appointment. Batch Quickscreen is run at 7:15am Eastern Time each morning. If we do not get a response back from CareCredit when running Batch Quickscreen, the batch will have a pending status. Open Dental will continue trying for a response. If no response is received after 24 hours, the batch will expire.

QuickScreen is enabled by default, but can be turned off by unchecking Enable Batch QuickScreen processing. Patients cannot individually opt out of QuickScreen.

When enabled, minor patients (under the age of 18) are processed using the guarantor of the family. When screened, the pre-approval status still displays on the patient, even if the screening was done on the guarantor. If the minor patient is not in a family, the patient is not screened, and a BatchError log in the CareCredit Transaction window is added.

The following information is required for patients to be screened: First Name, Last Name, Address, Zip Code, City, State, and Phone Number. Email, SSN, and Date of Birth are recommended but not required.

A patients Quickscreen status can be viewed in the Patient Information area of the Family Module or by adding the CareCredit Approval Status to the Appointment view.

Quickscreen statuses:

Closed Accounts

When an office closes their account with CareCredit, their Merchant Number will be automatically updated with an x when Batch Quickscreen is attempted. This lets Open Dental know the account is closed and not to allow transcations.

To remove CareCredit buttons from different areas of the program (e.g. Treatment Plan and payments), uncheck the Enabled box.

If an account has been closed, and the bridge has not been disabled, a warning will appear in the CareCredit Setup window, in the CareCredit Action window, and when attempting to make a CareCredit payment.

Troubleshooting

Microsoft WebView2 is required to use CareCredit. If not already installed, users will be prompted to install WebView2 the first time CareCredit is opened. Installation only needs to happen once on each workstation.