Connect CareCredit to RevenueWell
RevenueWell offers visibility into which of your patients currently have CareCredit credit card accounts and those individuals that are pre-approved for the CareCredit credit card!
Our partnership gives practices the ability to know if a patient has been pre-approved for the CareCredit credit card to offer you the ability to talk to them about the financing options that they have available.
RevenueWell will periodically check whether their patients are pre-approved and will display that information on the Appointments tab, the Patient Profile, and in their Messenger profile.
The following patient information needs to be present in the practice management system for a CareCredit status to be returned on the patient
- First and Last Name
- Date of Birth
- Correct and Complete Mailing Address of the Patient
- Correct and Complete Home Phone Number of the patient (Please note that providing a cell phone in the home phone field will not yield a result).
Let's get started on connecting the two!
- Log into your RevenueWell portal.
- Navigate to Practice Settings/Carecredit or via URL: https://p1.revenuewell.com/PracticeSettings/CareCredit
- Once the page loads you will be able to access the CareCredit activation screen.
- Enter your Practice’s merchant ID number (Merchant ID number can be located on your CareCredit terminal or in your CareCredit welcome kit.
- Once you enter the above information, click ‘Connect CareCredit’.
**Please note, the activation may take up to 48 hours, once the practice is activated, you should start seeing CareCredit statuses of your patients
Once connected to CareCredit, the Quick Screen toggle must be enabled for CareCredit statuses to be displayed:
The Care Credit icon will appear in other areas of RevenueWell - on the Patients Tab as seen below:
The icon will also appear on the Appointments Tab as seen below:
If the patient already has a CareCredit card, they will be listed as a current cardholder:
This can also be seen on the Appointments Tab as seen below:
Upon clicking the ‘Pre-Approval’ icon from Appointments Tab or Patient profile, the user can Accept or Decline the pre-approval on behalf of the applicant:
If the patient does not want to accept the pre-approval offer and move forward with the application, we also offer you the opportunity to decline the pre-approval offer on behalf of your patient:
Begin CareCredit Application
Upon accepting pre-approval, you will be asked to enter the patient’s information.
The first name, last name, and address fields are going to pre-populated from the patient's record in RevenueWell and cannot be modified:
Review Application Entry
Upon entering the patient’s information, you will need to provide consent to submit the application on behalf of the patient.
The consent is required before you can proceed to submit the application. Upon submitting the application you should receive one of the following decisions immediately:
- Approved
- Declined
- Need Additional Information
Application Approved
Once the application is submitted, a credit check will be run by CareCredit. Upon receiving approval, a decision modal will be displayed to let you know that the patient was approved.
Additionally, their status will be updated from Pre-Approved to Cardholder.
In order to proceed with a transaction, the patient will need to access the CareCredit Provider Center:
Pending Application
In the event CareCredit needs additional information from the patient, the ‘Almost There’ modal will be displayed prompting you to have the patient contact CareCredit and provide additional information.
In the event CareCredit is unable to verify the applicant’s Social Security Number, this error modal will be shown. The applicant can contact CareCredit to submit their application.
Application Declined
If an application is not approved by CareCredit, a modal will be displayed stating ‘Application Declined’ As mentioned in the modal, the patient (applicant) will receive a written notice in the mail within 7 – 10 business days regarding the reasons for decision and source of information utilized. It will include a number for them to call if they have further questions"