CareCredit: Managing Applications and Transactions

CareCredit: Managing Applications and Transactions

  1. You can track your current CareCredit applications or transactions by going to the navigation bar in the Financing module and selecting the respective page.

  1. On the Applications Page:
      

    1. In the graph above, you can see the following metrics:

      1. The total number of financing requests that have been sent out 

      2. Then which of those applications have been submitted by patients 

      3. Then which of those submitted applications have been approved

      4. And which of those submitted applications have been rejected

    2. In the Table, you can see the following patient info:

      1. Patient Name

      2. Patient ID - this is from your EHR

      3. Request Date - the date the application was requested

      4. Approved Date - the date the application was approved by CareCredit

      5. Application Status - Requested, Approved, or Declined

      6. Credit Line - How much credit the patient was approved for

  2. On the Transactions Page

    1. In the graph above, you can see the following metrics:

      1. Gross Revenue Generated 

      2. Net Revenue Generated (after CareCredit Fees)

    2. In the Table, you can see the following patient info

      1. Patient Name

      2. Patient ID - this is from your EHR 

      3. Request Date - the date the transaction was requested 

      4. Amount - the amount that was originally requested 

      5. Status - Requested, Completed, Canceled 

      6. Paid Date - the date the transaction was paid

      7. Paid Amount - the amount that was fulfilled

      8. Fees - the CareCredit Fees

      9. Net - The Paid Amount minus the CareCredit Fees

Action - If the transaction is still in Requested status, you can copy the link and resend it to the patient

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