CareCredit Integration Information
- Jessica Colaw
- Reilly Nesbitt (Unlicensed)
Health and Wellness Credit Card - CareCredit
Approved purchases that are entered using this launch method will transfer into Blueprint OMS as new deposits.
Approved refunds that are entered using this launch method will transfer into Blueprint OMS as unapplied CareCredit refunds.
Refresh Method 1: Patient summary tab
Open the patient file or click refresh at the bottom of the patient summary screen.
Updates will only be fetched for browser sessions created through Blueprint OMS in the past 24 hours.
Only approved - applications, payments, and refunds will be tracked in Blueprint OMS.
Retrieving CareCredit data... will be shown when updates are being fetched.
CareCredit patients can be identified by the green CareCredit wave.
The CareCredit wave icon will appear when any of the following is true for this patient:
CareCredit has marked them as a financing patient.
An approved CareCredit application exists.
An approved CareCredit payment exists.
An approved CareCredit refund exists.
Launch Method 2: Receive payment or deposit
The Blueprint OMS payment/deposit will only be created when an approved CareCredit payment is found.
Proceed to receive a patient payment or deposit.
Select CareCredit as the payment method.
Click Save.
CareCredit will be opened in your web browser to the "purchase" page.
The following dialog will be opened. This dialog will automatically fetch updates for this browser session every minute (3 attempts).
The refresh button will manually fetch updates for this browser session.
If this dialog is closed before an approved CareCredit payment is found, the automatic refresh requests will be stopped. If the approved CareCredit payment is found using Refresh Method 1, it will be entered as a new deposit.
When an approved CareCredit payment is found, the payment will be saved.
What payment amount is used?
Payments: If the amount entered in the CareCredit web portal is greater than the initial Blueprint OMS amount, the Blueprint OMS value will be used. Otherwise the amount entered in the CareCredit web portal will be used.
Deposits: The amount entered in the CareCredit portal will always be used.
Launch Method 3: Issuing a refund
Proceed to issue the patient refund.
Select CareCredit as the refund method.
Click Save.
CareCredit will be opened in your web browser to the "refund" page.
The following dialog will be opened. This dialog will automatically fetch updates for this browser session every minute (3 attempts).
The refresh button will manually fetch updates for this browser session.
When an approved CareCredit refund is found, the refund will be saved.
Unapplied CareCredit refunds
Unapplied CareCredit Refund - Use Method 1
Refreshing the sales history panel will show the list of unapplied CareCredit refunds. Select a refund and then click Save.
Select a CareCredit payment, enter the refund details, and then click Save.
The transaction will be saved.
Unapplied CareCredit Refund - Use Method 2
Proceed to issue a refund.
Before CareCredit is launched in your browser, you have the chance to use an unapplied CareCredit refund. Click Yes.
Select the unapplied transaction and click Save.
The transaction will be saved.
Additional information
CareCredit transactions entered through Blueprint OMS:
Cannot have their payment method or amount changed.
Cannot be deleted.
Existing CareCredit transactions prior to the integration can be modified/deleted normally.
Issuing refunds on returns will not launch CareCredit. The refund must take place on the original CareCredit payment.
Manually entering transactions into Blueprint that were already processed through CareCredit should use the Cash payment method. Then, edit the payment details and change the method to ‘CareCredit’ which will NOT launch the portal and double charge the patient.
Tracking CareCredit Fees
There are 2 options when tracking fees:
If you have QuickBooks, simply add the fee to QuickBooks manually by going to vendor center > enter a vendor bill.
Ask us to add an expense account to the Petty Cash drop-down menu in the Enter Bank Deposits screen. You can call it “Financing Fees” or any name you prefer.