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.
By default, the CareCredit QuickScreen is disabled.
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 that the system starts the pre-approval process.
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.
Event types selected can also be edited under Setup > Scheduling > Event types > Edit details.
Using the Integration
There are two ways to have your patients pre-approved.
Every night the Blueprint OMS will automatically collect the patients awaiting pre-approval on newly created appointments and send that data to CareCredit for pre-approval. Each morning CareCredit will have sent back approval information to your patient file and patient appointment which will give you details about their pre-approval (see screen shots below.)
Users can also manually request a QuickScreen approval by 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.
The QuickScreen feature cannot be used for patients under the age of 18.
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.
Once a patient has been pre-approved for a line of credit, you can r-click the appointment > Launch accept/decline.
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’.
You can also click on the pre-approval auth# to accept or decline.