See CareCredit Setup.

In the Main Menu, click Tools, CareCredit Transactions.

Alternatively, in the CareCredit Action window, click Transactions.

• When opened from the Tools menu, all transactions for all patients show.
• When opened from the CareCredit Action window, only transactions for the selected patient show.

Transactions Tab

The Transactions Tab shows purchases and refunds made through CareCredit.

• From / To: Change the date range to filter transactions. Use the W buttons to quickly switch weeks.
• Clinic: Only visible when clinics is enabled. Filter the transaction list by clinic.
• Refresh: Click to update the list.

Right-click a patient to:

• Go To Account
• Open Payment
• Process Refund

Batch Transactions Tab

The Batch Transactions Tab shows the status of batch quickscreens in a date range.

Status: Sort by transaction status.

Right-click a patient to Go To Account.

Highlight a patient, or click All to select all, then click Reprocess. Reprocessing will set the selected patients with a status of ExpiredBatch to Pending, and it will reprocess the transaction during the next batch quickscreen.

Errors Tab

The Errors Tab shows errors that occurred during batch quickscreens.

Highlight a patient, or click All to select all, then acknowledge the errors. Acknowledging an error will remove it from the list, but will not clear it from Open Dental Alerts.

Include Acknowledged: Check to show acknowledged errors.

Right-click a patient to:

• Go to Account
• Acknowledge

If a Merchant ID is indicated as closed, it will be noted in the Mercant Closed column. For more information regarding an error message, contact CareCredit.