Open Dental Webinar - CareCredit Integration DEMO
Автор: Open Dental Software
Загружено: 2023-07-12
Просмотров: 7430
Описание:
CareCredit’s integration into Open Dental helps your practice save time, increase productivity, and makes it easier for patients to apply for financing and process transactions. Plus, you can easily identify which patients are pre-approved or already have an existing CareCredit credit card, even before they visit your office. This helps give patients a financing option so they can move forward with recommended treatment.
In this demo video, we will cover:
How to enable the CareCredit Feature
How to adjust your CareCredit settings
Managing Promotions
The Batch Quick Screen feature
Checking a patient’s CareCredit status and how to add this status to your appointment view
Receiving CareCredit Payments and issuing Refunds
How to view CareCredit transactions
How to run reports
**Recorded using version 20.4. Your software may differ in appearance depending on the version being used.
HELPFUL RESOURCES:
CareCredit feature: https://www.opendental.com/manual/car...
CareCredit setup: https://www.opendental.com/manual/car...
CareCredit Action Window (do a patient application, check patient status, manage promotions, and run reports): https://www.opendental.com/manual/car...
Receiving CareCredit payments: https://www.opendental.com/manual/car...
Refund a Payment: https://www.opendental.com/manual/car...
CareCredit Transactions Window: https://www.opendental.com/manual/car...
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