Setting up CareCredit Payment Type with CareCredit Currency Type

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1 CareCredit Integration CareCredit users can now enter CareCredit payments and perform CareCredit refunds from within Eaglesoft, which will update in CareCredit s system. A CareCredit receipt will be automatically saved to the Responsible Party s SmartDoc. This allows users to go back and view the receipt at any time. CareCredit Setup The CareCredit setup can be accessed through Utilities CareCredit Interface Setup Check Enable CareCredit to activate the CareCredit integration. Merchant Number: Provided by CareCredit and required to utilize CareCredit services Merchant Zip Code: Office zip code and required by CareCredit. Practice Code: Practice Identification number assigned by CareCredit. If this is in use, then Direct Deposit Account is not required. Direct Deposit Acct: Used by CareCredit to identify the practice. This is required if Practice Code is not used. The value entered here should be the bank account utilized for CareCredit deposits or for the CareCredit account. If both Practice Code and Direct Deposit Acct are entered, then the Practice Code will be utilized. Setting up CareCredit Payment Type with CareCredit Currency Type CareCredit can now be linked as a Currency Type under each Payment Type. 1. Select Lists General Setup Payment Types 1

2 2. Select the CareCredit payment type and choose Edit. *Note: Select New to create a new payment type for CareCredit if needed. 2

3 3. Review the Description and Payment Prompt and choose to include on Primary Deposit or Secondary Deposit. 4. Select CareCredit from the Currency Type drop down. 5. Select OK to save. Entering a CareCredit Payment CareCredit payments can be made in either the Account Payment tab of the account screen or during a Walkout. When entering a CareCredit Payment into Eaglesoft, select the CareCredit payment type that was previously set up. This will allow users to enter in the following information: Account Number: The CareCredit account number located on the front of the card. The account number will not populate when using a swiper machine. It can be either manually typed in or populated by selecting the Acct Lookup button. Amount: The amount of the purchase. The amount must be greater than $1.00. Expiration Date: The expiration date of the card. This will only be active if the account number 3

4 Financing Options: A list of options provided by CareCredit for payment over a period of time with differing interest rates. These options will vary based on the amount of the payment. Payer SSN: The social security number for the Responsible Party. Zip Code: The Responsible Party zip code. The Responsible Party s SSN and zip code should automatically populate and are used for the account lookup should the CareCredit account number not be known. They can also be used to verify that a CareCredit account exists for the customer. Looking Up Account Information: Selecting the Acct Lookup button will automatically pass the Responsible Party s Social Security Number and zip code through an encrypted channel and return the Account Number and Available Credit of the CareCredit account. 4

5 The account number will automatically populate into the Account Number field. All of the numbers will be masked except the last 4 digits. The CareCredit account number can also be manually entered into the Account Number field and this will be passed to CareCredit when selecting Acct Lookup or saving the purchase. After the amount and all other information is entered, select Save to save the payment. When saving the payment, a CareCredit sales receipt will be presented. This will include a Provider Copy and a Customer Copy. 5

6 The unsigned receipt will automatically save to the Responsible Party s SmartDoc labeled with the date the receipt was generated. Both the Provider and Customer copy will be saved as one PDF. These can be retrieved at any time by access the Responsible Party s SmartDoc and selecting the receipt on the left hand side. The Provider Copy can be printed to have the customer sign by selecting the Print icon in the toolbar.. The receipt will have to be printed to receive a signature. The signed form can then be scanned back into SmartDoc to keep an electronic copy. 6

7 Performing a CareCredit Refund A refund for a CareCredit payment can be made by deleting the payment from the Account ledger. 1. Select the CareCredit Payment. 2. Choose the Delete Payment button. 7

8 Users can also right mouse click on the payment and select Delete Transaction. 3. Select Yes to the prompt. 4. Manually enter the Account Number, or use the Get Acct Info button to pass the Responsible Party s SSN and zip code and retrieve the account number. *Note: If the returned Account Number is not the same as the number used to make the purchase, cancel out of the refund to leave the payment on the account.. The refund will be for the total amount of the payment. A refund receipt will be displayed containing a Provider Copy and a Customer Copy. The Provider Copy can be printed to have the customer sign. 8