CareCredit integration is part of the Engagement Module. If you are interested in learning more, CLICK HERE to request a demo!

For practices currently offering or looking to offer the CareCredit credit card as an option to help patients finance their treatment, Dental Intelligence’s CareCredit integration streamlines the process to use CareCredit and adds new ways to offer and include CareCredit in the course of normal business, enabling an efficient workflow while supporting case acceptance and patient access to care.

Enroll with CareCredit

If your practice isn't enrolled with CareCredit, Dental Intelligence makes it easy to apply in just a few minutes.

Click on the settings gear, then click on Partners tab
From the CareCredit section, click Enroll for CareCredit
Your browser will be redirected to complete the application on the CareCredit website. Select the industry and then click the Get Started button to begin your application

Dental Intelligence is unable to assist you with your CareCredit application. For assistance with CareCredit, please contact CareCredit directly by calling (800) 300-3046 Option 5, Monday - Friday, 9:00 am to 7:00 pm (EST).

Enable Your Practice's CareCredit Account in Dental Intelligence

Need to add your existing CareCredit account to your Dental Intelligence dashboard? All you'll need to know is your CareCredit Merchant ID.

To enable CareCredit in Dental Intelligence:

Click on the settings gear, then click on Partners tab
From the CareCredit section, click Link existing CareCredit account
Next, enter your CareCredit Merchant ID and click Save
Your merchant registration status will show as Connected. Once your Merchant ID has been added, you're all set to start using CareCredit in Dental Intelligence

What if I need to change my CareCredit Merchant ID or I made a mistake entering it?

If you need to update your CareCredit Merchant ID or if you think you may have entered a typo when adding your Merchant ID in Dental Intelligence, you can change it directly in Settings > Partners > CareCredit. Click Update CareCredit Account and enter your Merchant ID, then click Save.

What does 'BQS' mean and why is it enabled?

CareCredit's Batch Quick Screen (BQS) automatically checks if your upcoming appointments are pre-approved for financing or are existing CareCredit cardholders without impacting the patient's credit score. This setting is enabled by default and the Batch Quick Screen service runs nightly.

Invite Patients to Apply for CareCredit

Apply and Pay Offer

If a patient would like to pay for their treatment using CareCredit but they don't have a CareCredit account yet, choose the CareCredit Apply and Pay option during checkout.

Note: CareCredit Apply and Pay can only be selected while the patient is at your practice in person. Choosing this option means that you will be submitting the CareCredit application on the patient's behalf.

Click on the three dot menu next to the patient's name
Hover over Payments, then click CareCredit Apply and Pay
Proceed to the patient CareCredit application by clicking the Open CareCredit button
The CareCredit portal window will open. To submit a new application, select Provider Center or Your Practice Management Software and then click Continue

Check Patient CareCredit Status in the Patient Card

Quickly see a patient's CareCredit status in the Dental Intelligence patient card. Just click on a patient's name to open their card.

Depending on the patient, you may see any of the following statuses:

Pre-Approved: The CareCredit Quickscreen Batch Service has determined that this patient is pre-approved for a CareCredit credit card account but they are not an existing CareCredit cardholder.
Existing Cardholder: The patient currently has an active CareCredit account that they may want to use to pay for treatment.
More Info Needed: CareCredit doesn't have enough patient information to perform Quick Screen; the patient can submit an application.

Take a CareCredit Payment in Dental Intelligence

Click on the three dot menu next to the patient's name
Hover over Payments, then click CareCredit Payment
Enter the requested dollar amount and then click Charge via CareCredit
In the CareCredit window that opens, select to Submit a purchase transaction in office for the patient, then enter the patient's CareCredit card number and click Continue to review and then complete the transaction

How to Send CareCredit as a Payment Option with Treatment Plans

Click on the three dot menu next to the patient's name
Hover over the Forms option, then click Prepare a Treatment Plan
Choose to send the treatment plan to a kiosk or patient, then choose the delivery channel
Select an existing treatment plan in the Select Treatment Plan dropdown, or import an image of the treatment plan from your practice management software
Once you have selected the treatment plan, you will see the cost of the treatment autofill (make sure the amount entered is correct, if not, make adjustments)
Click the Select Payment Options dropdown, then click on the checkbox to select CareCredit

Check out our other Treatment Plan resources:

Patient Experience: Receiving a Treatment Plan with CareCredit Payment Option

When the patient receives the treatment plan you've prepared with CareCredit selected as a payment option, patients will be able to select CareCredit as their method of payment.

Upon selecting CareCredit and accepting and signing the treatment plan, patients will be redirected to the CareCredit portal to finish setting up their financing. Patients will verify their identity by entering their zip code.