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
Click Setup on the main toolbar.
Click CareCredit.
Click Enable QuickScreen.
Do the following:
Enter the QuickScreen pre-approval period. This is the number of days before an appointment you want the pre-approval process to take place.
Select the event types that should trigger the pre-approval process.
Click Update.
You can edit or disable the QuickScreen setup at any time under Setup > CareCredit.
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 |
 | Card Holder |
 | Deferred |
The above icons will appear on patient appointments, as well as, the patient summary screen.
