Adit Financing FAQ's

Adit Financing FAQ's

  1. What is Batch Quick Screen?
    Batch Quick Screen is a feature that has the ability to check Prequalify Patients without impact to Credit Score
  2. What is the difference between Gross and Net payments to reflect on the Preferences page
    Gross payments option if selected will post the transaction amount without Care Credit charges while Net payments will post the amount including careCredit charges or fees.
  3. What information does Adit and CareCredit use from EHR to check pre Approval status?
    First Name, Last Name, Full address and cell phone number.
  4. Can we use Adit Pay Terminal for Care Credit Payments through Financing?
    No
  5. What if I don't have a CareCredit account yet, can I connect on the Financing platform?
    No, you need to select the Enroll option to open a CareCredit account and only after the account is registered, you will be able to connect your Care Credit Account on Adit Financing.
  6. How to enable payment posting in ledger.

    1. Go to the top navigation bar and select the settings icon.

    2. On this page, select which location you want to edit 

    3. On the left navigation, select EHR

    4. At the bottom of the page, you will see the toggle for PMS/EHR Logs

    5. Select Edit Settings 

      1. To Enable Posting in the Ledger for Carecredit 

        1. Select the CareCredit checkbox

    6. Select Confirm to save your changes.

  7. How to manually Pre screen a patient?
    1. Search for the patient in the Patient Search bar.

    2. Click on Patient info in the Patient Card.

    3. Click on the refresh button to manually pre-screen a patient.

  8. Does Adit write Care Credit Payments into my PMS?
    Yes, depending on your software, the Care Credit payment activity will be written into the communication logs/journal. Adit Financing can integrate with the following:
    1. Dentrix
    2. Open Dental
    3. Eaglesoft
    4. Tracker
    5. Dentrix Ascend
    6. Cleardent
    7. Easy Dental
    8. Abeldent
    9. Curve Dental
    10. Practice Web
    11. Crsytal
    12. Officemate
  9. How can I send an application directly to a patient?

    There are two different ways to process an application/transaction for a patient. 

    1. You can use the QuickText option to send a financing request to the patient directly so they can submit an application on their own device.

    2. You can open up the CareCredit Portal directly from within Adit and submit an application on behalf of the patient.

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