Wednesday, April 3, 2019

CareCredit Integration with Dentrix G7.1

One of the exciting new features in Dentrix G7.1 is the integration of CareCredit within the patient Ledger. CareCredit provides financing that gives patients the ability to pay monthly for their dental treatment, making it more affordable, which in turn can help increase case acceptance. 

CareCredit offers 6, 12, 18, or 24-month promotional financing for purchases of $200 or more and your practice receives the funds in two business days.  In the past you had to process applications, payments, refunds, and lookup available account balances outside of Dentrix, using the CareCredit website. Now you can do all those things without ever leaving the Dentrix Ledger, which is a huge time saver.

Your first step would be to go to and register. Once you have registered (or if you have registered previously) in Dentrix go to Office Manager > Maintenance > Practice Setup > Practice Resource Setup, and click Edit in the Practice Information group box.

Then click the CareCredit button, enter your Merchant ID Number in the field provided, and click OK.

Then, you’ll need to set up an adjustment type and set up a payment type in the Office Manager that you’ll use for CareCredit transactions. In the Dentrix Office Manager, go to Maintenance > Practice Setup > Definitions, and select Adjustment Types from the Definition Type drop-down list. Add a credit definition for CareCredit, for example: CareCredit Refund (+).  Then select Payment Types from the Definition Type drop-down list, and add a payment definition for Care Credit, for example: CareCredit Payment.

Once you have set up your CareCredit adjustment and payments types, in the Ledger, go to the File menu and select CareCredit Setup. Assign the payment type and adjustment type you created for CareCredit.

Now you’re ready to process applications, look up accounts, and process payments and refunds all from the Ledger!

To process an application, select a patient in the Ledger, then select the CareCredit icon.

The CareCredit website will open and you can transfer essential information automatically from Dentrix to CareCredit.

Once the application has been processed, select the CareCredit icon in the patient’s Ledger to lookup their account and available credit.

To process a CareCredit payment or refund, choose Enter Payment or Enter Adjustment in the selected patient’s Ledger. When you choose the CareCredit payment type or adjustment type that you previously assigned in the Ledger CareCredit Setup, the CareCredit website will appear. You can enter the information required to process the payment or refund and submit the transaction.

For additional information on how you can get started with this new CareCredit integration, visit

This is just one of the exciting new features in G7.1. Join me next week when I will talk about the improvements to the Patient Health History module which gives the ability to record a truly comprehensive Health History in each patient’s Family File. If you have any questions, please email me at

*Effective July 1, 2020: A new California state law will impact the current CareCredit application processes and materials used by Providers in California.

Once the law takes effect on July 1, 2020, Providers in California will not be able to submit applications for the CareCredit credit card on behalf of patients or clients using CareCredit's website (Provider Center), integrated practice management software or CareCredit terminal. 

CareCredit offers several solutions that provide a positive application experience for Providers in California. Encourage individuals to apply† in any of these ways:

  • By visiting on their PC, smartphone or tablet (or downloading the CareCredit mobile app).
  • By calling 800-365-8295 to apply by phone**

Patients or clients can continue to use the CareCredit credit card to pay Providers in California, and they can process transactions as they normally would.

If you have any questions, please call CareCredit at 800-859-9975.

**Must be 21 or older to apply by phone. Provide individuals applying for the CareCredit credit card by phone with a copy of the cardholder agreement account terms.
†Must be a U.S. resident to apply.

Charlotte Skaggs, Certified Dentrix Trainer

Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for almost 20 years and is a certified Dentrix trainer. Contact Charlotte at

No comments:

Post a Comment