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Overview

CareCredit can verify if patients prequalify for a credit offer using the QuickScreenQuickscreen is a CareCredit process that enables you to determine if your patients are pre-approved for the CareCredit credit card before they apply, providing you the ability to confidently discuss their available financing options, which can help alleviate cost as a barrier to care. This prequalification step does not affect their credit score. It just simply 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:

There are two ways to have your patients pre-approved.

1. Blueprint OMS will automatically gather information on patients awaiting pre-approval for newly scheduled appointments every night. This data will then be transmitted to CareCredit for the pre-approval process. Subsequently, each morning, CareCredit will return the approval details to update the patient file and appointment information, providing you with insights into their pre-approval status (refer to the screenshots below).

2. In addition to the automated process, users have the option to manually request a QuickScreen approval by right-clicking on an appointment and selecting "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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