Overview
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 in several ways.
R-click an appointment > Request QuickScreen
Highlight a patient in the browser or open a patient file > Patient drop-down menu > Request QuickScreen
Icon Key
Icon | Description |
|---|---|
Pre-approved | |
 | Card Holder |
 | Deferred |