SoftDent: Accessing CareCredit to Set up a CareCredit Plan for a Patient

Document created by tshaw Employee on May 24, 2017
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  1. Open the patient information screen OR highlight the patient's name in the patient list window.
  2. Click CareCredit Integration from the Express Bar. The CareCredit Patient Payment Plans window is displayed.
  3. Follow the on-screen instructions for setting up a CareCredit plan, or the patient.


On the Patient Information screen, click the CareCredit Integration button from the Express Bar and select NOT YET on the CareCredit window to walk through the set up.