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Overview

CareCredit can verify if patients prequalify for a credit offer using the QuickScreen. This prequalification step does not affect their credit score. It just helps them see if they are probable to be approved when they apply for the CareCredit credit card. If they accept the credit offer, they will fill out the application, and the hard inquiry might impact their credit score.

Enable QuickScreen

1. Click Setup on the main toolbar.

2. Click CareCredit.

3. Click Enable QuickScreen.

4. Do the following:

   • Enter the QuickScreen pre-approval period. This is the number of days before an appointment you want that the system starts the pre-approval process to take place.

   • Select the event types that should trigger the pre-approval process.

5. Click Update.

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Using the Integration

You can access the CareCredit QuickScreen via the following:

• R-click an appointment > Request QuickScreen

• Highlight a patient in the browser or open a patient file > Patient drop-down menu > Request QuickScreen

The CareCredit QuickScreen will launch in your browser for you to complete the pre-approval process.

Icon Key

Icon	Description
	Pre-approved - This patient has been pre-approved for a line of credit.
	Card Holder - This patient is a current CareCredit card holder.
	Deferred - There may not have been enough information for pre-approval. Follow up with CareCredit if required.

The above icons will appear on patient appointments, as well as, the patient summary screen.

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Once a patient has been pre-approved for a line of credit, you can r-click the appointment > Launch accept/decline.

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From here, you can observe the pre-approved amount and discuss the patient's interest in proceeding. Once they make a decision, click ‘take action for this offer’.

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