CareCredit
CareCredit: Table of Contents
Here is a list of all the articles related to CareCredit in one location: CareCredit: Connecting Your Account CareCredit: Preferences Page CareCredit: Understanding Batch QuickScreen CareCredit: How to Send An Application Directly to a Patient ...
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: When you first connect your CareCredit enrollment, you have the option to enable posting in the ledger. If your enrollment is already ...
CareCredit: Integration With Adit Pay
If you have both the Financing and Adit Pay modules set up, then when patients receive a payment request from Adit Pay, they will have the option to apply for financing on the payment page. Based on the patient’s Batch QuickScreen status, If the ...
CareCredit: How to Create A Report in Patient Lists for Batch QuickScreen
On the home page, select the Practice Analytics module In the top navigation, select Patient Lists Select Create List In the Pop Up, you can begin customizing which filters you want to use in order to create your custom patient list. Select a patient ...
CareCredit: Managing Applications and Transactions
You can track your current CareCredit applications or transactions by going to the navigation bar in the Financing module and selecting the respective page. On the Applications Page: In the graph above, you can see the following metrics: The total ...
CareCredit: How to Process a Refund
To process a refund, go to the navigation bar in the Financing module and select the Transactions Page. In the table, select the name of the patient you are processing a refund for. You will be redirected to the transaction detail page. Select Launch ...
CareCredit: How to Submit An Application on Behalf of a Patient
There are two different ways to process an application/transaction for a patient. California Healthcare professionals may not submit credit applications for patients and should use the text to pay flow. Providers can accept the CareCredit card as ...
CareCredit: How to Send An Application Directly to a Patient
There are two different ways to process an application/transaction for a patient. 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. Or you can open up the ...
CareCredit: Understanding Batch QuickScreen
Batch QuickScreen is a feature that helps you easily identify which of your patients are pre-approved or already have a CareCredit credit card. 1. Each night, any patients with an appointment on your schedule in the next 7 calendar days will ...
CareCredit: Preferences Page
When you first connect your CareCredit Enrollment, you will be automatically redirected to the preferences page. You can also navigate to this page at any time by going to the navigation bar within the Financing module, and selecting Preferences On ...
CareCredit: Enrollment
Here's how you can start with connecting your new or existing CareCredit account with Adit: On the home page select the Financing Module On the left hand side, select which location you would like to set up CareCredit for. On this page you will see ...
Popular Articles
A Guide to Managing Users and Their Access
The Adit platform makes it easy for you to invite users, manage their permissions, and control access points across multiple applications and locations. You will need to understand the 4 key roles a user can be added as in the Adit platform. Owner: ...
Guide to Adit Notifications
Adit Voice makes it super easy to manage and view your missed calls, voicemails, eFaxes, and all of your notifications in one place. How to Quickly View Your Phone Notifications. Call Pop. When logged into the homepage of your dashboard, you can ...
Guide to Adit Academy
Welcome to Adit Academy! Adit Academy is a free online training program that offers courses designed by product experts to help you expand your understanding and use of the Adit platform. Our courses feature expert training videos and articles with ...
Send an eFax
Adit’s eFax feature uses your email to send and receive faxes so that your office can take one more step towards being paperless. In order to send an eFax from your office, your outgoing email needs to be set up and verified. Sending an eFax. You can ...
How to Create A Form
Creating patient forms for your practice provides a great level of customization and allow for mapping to specific patient information such as basics like first and last name, and can range to updating medications and allergies tied to the patient ...