CareCredit: Posting Payments in the Ledger

CareCredit payments can be automatically posted to the patient’s ledger. Here’s how you can manage these settings:

1. When you first connect your CareCredit enrollment, you have the option to enable posting in the ledger. 

2. If your enrollment is already set up and you want to update your preferences then you can follow these steps:

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 Disable Posting in the Ledger for CareCredit 

1. Deselect the CareCredit checkbox

2. To Enable Posting in the Ledger for Carecredit 

1. Select the CareCredit checkbox
   

6. Select Confirm to save your changes 

Posting Gross vs Net Payments in the Ledger  

You can update the Gross or Net payment amount for CareCredit transactions by following these steps:

1. Go to the top navigation bar within the Financing module, and select the Preferences page

In the Payments section, select either Gross or Net
  

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