Open dental credit card processing full#

these will equal $0 in total adjustments entered since you have not yet received any payment but will add a balance to what Care Credit owes you and take your patient's balance to $0. This way, you will have all the necessary info to make sure you enter the correct amt and when you reconcile, you can tell what patient goes with what amt. Paste the note first that you copied from the other account into the note 1st!

Open dental credit card processing full#

Copy this note to paste into the matching reverse transaction below (IMPORTANT!)Р”Сћ)Enter a matching adj for the full fee using adj2 above in the Care Credit account in the note of the adjustment, enter m five things, 1) The patient name(or account holder name if different.very important!), 2) Care Credit account# (copy from the financial notes where we store this number), 3) amt charged, 4) Terms of transaction (eg 12moths, 6 months, 5 year plan) 5) initials and date of staff member doing the transaction

Do this next step also every time to make your reconciling sooo much easier!! Whenever a transaction is made for the patient:Р”РЋ)Enter an adjustment for the full fee using adj1 above in the patient's account Create three adjustment types and one payment type Create a Patient called Care Credit for the accounting of it

WE have been doing CareCredit for some time now, this is the best way we have found to account for it: