CareCredit: Preferences Page

CareCredit: Preferences Page

    1. When you first connect your CareCredit Enrollment, you will be automatically redirected to the preferences page.

    2. You can also navigate to this page at any time by going to the navigation bar within the Financing module, and selecting Preferences

    3. On this page you will see the following information:

      1. CareCredit Enrollment Details

        1. Note: Only owner user roles will be able to disconnect an enrollment from Adit

    1. Choose Gross or Net Payments

      1. Select whether the payments that post in the ledger are based on the Gross or Net amount.

      2. Click Here to Learn More about Posting in the Ledger 

        1. Redirect this to the Posting CareCredit Payments in the Ledger Help Article

    2. Financing Request Settings 

      1. Batch Quick Screen - this is a feature that enables you to pre-screen your patients to see if they are likely to be approved for CareCredit before they come into the office, without affecting their credit score.

        1. Click Here to Learn More

          1. Redirect this to the Batch Quick Screen Help Article

      2. Send Via - Choose whether you want to send application and transaction requests to your patients via Text, Email, or Both

    3. Set Up Messaging Templates

      1. Set up your message templates for the following types of patients:

        1. Not Pre-Approved   

        2. Pre-Approved

        3. Existing Card Holder


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