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Engagement: CareCredit

Easily see patient status, take CareCredit payments, include CareCredit as a payment option in treatment plans, & send financing offers

Erika Gardner avatar
Written by Erika Gardner
Updated this week

For practices currently using/offering or looking to use CareCredit as a third-party financing option, 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 an increase in case acceptance and patient access to care.

In this article, we'll learn how to:


Register for CareCredit

If your practice does not yet have a CareCredit merchant account, Engagement makes it easy to apply in just a few minutes.

  1. Click on the settings gear in the upright corner of Engagement, then click on Partners tab

  2. From the CareCredit section, click Register for new CareCredit account

  3. Your browser will be redirected to complete the application on the CareCredit website. 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 Engagement

Need to add your existing CareCredit account to your Engagement dashboard? All you'll need to know is your CareCredit Merchant ID. To enable CareCredit in Engagement:

  1. Click on the settings gear in the upright corner of Engagement, then click on Partners tab

  2. From the CareCredit section, click Link existing CareCredit account

  3. Next, enter your CareCredit Merchant ID and click Save

  4. Your merchant registration status will show as Application Approved. Once your Merchant ID has been added, you're all set to start using CareCredit in Engagement

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

CareCredit's Quickscreen Batch Service (QBS) automatically checks if your upcoming appointments are prequalified for financing or are existing CareCredit cardholders without impacting the patient's credit score. This setting is enabled by default and the Quickscreen service runs nightly.


Invite Patients to Apply for CareCredit

Send a CareCredit Application Link

If you would like to invite a patient to apply for CareCredit so that they can use it as a payment option at your practice in the future, choose to send them a CareCredit application link directly. Application status is automatic upon submission and patients will know their CareCredit status as soon as they submit the application.

  1. Click on the three dot menu next to the patient's name

  2. Hover over the Communication option, then click the CareCredit Application Link

  3. Select the delivery channel preference, then click Send

Once sent, the patient will receive a link to the CareCredit portal where they can learn more about financing through CareCredit and submit an application.

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 applying for a CareCredit account on the patient's behalf. If the patient is not in the office, please send them a CareCredit application link instead.

  1. Click on the three dot menu next to the patient's name

  2. Hover over Payments, then click CareCredit Apply and Pay

  3. Proceed to the patient CareCredit application by clicking the Open CareCredit button

  4. 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 Engagement 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 prequalified for a CareCredit account based on their upcoming appointment(s) but they are not an existing CareCredit cardholder.

  • Existing Cardholder: The patient currently has an active CareCredit account that they may use to pay for treatment.

  • More Info Needed: CareCredit doesn't have enough patient information; the patient must submit new application.


Take a CareCredit Payment in Engagement

  1. Click on the three dot menu next to the patient's name

  2. Hover over Payments, then click CareCredit Payment

  3. Enter the requested dollar amount and then click Charge via CareCredit

  4. 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

  1. Click on the three dot menu next to the patient's name

  2. Hover over the Forms option, then click Prepare a Treatment Plan

  3. Choose to send the treatment plan to a kiosk or patient, then choose the delivery channel

  4. Select an existing treatment plan in the Select Treatment Plan dropdown, or import an image of the treatment plan from your practice management software

  5. 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)

  6. Click the Select Payment Options dropdown, then click on the checkbox to select CareCredit

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.

Once verified, patients will enter their CareCredit card details, review, and finally confirm their financing package.

Keywords: Care Credit

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