CareCredit + 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 accounts!
    1. Log into your RevenueWell portal.

    2. Navigate to Practice Settings/Carecredit or via URL: 

    3. Once the page loads you will be able to access the CareCredit activation screen.

    4. Enter your Practice’s merchant ID number (Merchant ID number can be located on your CareCredit terminal or in your CareCredit welcome kit. 

    5. 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 your CareCredit account has been connected, 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:2020-08-24_22-25-25.png

    The icon will also appear on the Appointments Tab as seen below:2020-08-24_22-30-22.png

    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:2020-08-24_22-53-45.png

  • Q: What is Quickscreen?

    • Quickscreen is a product that enables you to pre-screen your patients to see if they are likely to be approved for CareCredit before they actually apply, all without affecting their credit score. The way this works is that certain basic patient information that you provide (Name, Address, Phone#) goes to a credit bureau for pre-approval decision making.

    Q:  Does CareCredit practice the selling of patient/customer’s personal data shared by its clients?

    • No, CareCredit does not engage in the selling of patient/customer personal data. For more information on our privacy policy, please visit

    What type of patient data is stored during a Quickscreen?

    • The data that you provide with the Quickscreen request (e.g., full name and address.) is securely stored during the period in which the pre-approval offer is open.

    Q:  What if my patient/client isn’t showing as Pre-approved?

    • Quickscreen does not always indicate the applicant cannot be approved on a standard application. Typical reasons why “unable to be pre-approved”:
        • The applicant has previously opted out of credit Pre-approval processes.
        • There is no match on the patient/client name.
        • Recent changes in their credit bureau data or entry errors.

    Q:  How do I inform patients/clients they have been Pre-approved with Quickscreen?

    • After discussing procedure costs with your patients/clients, provide your patients/clients with their CareCredit financing options.  Inform them that they have been “Pre-approved for the CareCredit credit card” and state their credit limit.  We suggest the following phrasing:

      “Mrs. Jones, your share of the treatment we discussed comes to $1,638.  You have already been Pre-approved for a CareCredit credit card with a credit line of $2,000.  Your financing options include convenient monthly payments, enabling us to schedule the start of your treatment today.”

    Q:  Are the credit lines granted for Quickscreen the same as standard CareCredit?  What if a credit line is insufficient?

    • The Quickscreen dollar amount is the credit line able to be approved with the information available; this requires less information than the standard CareCredit application.  The standard application takes the estimated fee into account in assessing the approved credit limit and, as a result, the approved credit limit may be greater.

      A Credit Line Increase can also be requested during activation, based on patient/client requirements.

    Q: My patient has an upcoming appointment, but I am not seeing their CareCredit status?

    • Another reason why the patients may not show up with a CareCredit status is if the patient information present in RevenueWell is incomplete or inaccurate. The following information is required when searching for patient status:
        • First and Last Name
        • Date of Birth
        • Correct and Complete Mailing Address of the Patient
        • Correct and Complete Home Phone Number of the Patient- providing a cell phone number in the home phone number field will not yield a result.