For US customers only
This article teaches you how to set up a CareCredit integration with Neo.
With the CareCredit integration, you can add CareCredit as a potential financial solution for your clients with a CareCredit integrated payment method within Neo.
Permissions: System Admin
Prerequisites: To get the Neo CareCredit integration, you must have an existing CareCredit account. To sign up for CareCredit please visit: https://www.carecredit.com/providers/contact-team/.
See Take a payment to learn how to enter a CareCredit Payment in Neo.
See FAQs: CareCredit integration with Neo for more information.
Connect CareCredit to Neo
To begin your Neo CareCredit integration, you will need your CareCredit Merchant Number, which can be found in your CareCredit Provider Center under Resources & Settings > Practice Info.
Watch a video to learn how to activate the CareCredit integration in Neo
- Click your username. Then select Administration.
- In the System Admin section, click Integrations.
- For multi-branch practices only. Review or select a branch.
- Enter your CareCredit merchant number. Then click Connect.
Note: For multi-branch practices only. Repeat steps 3-4 for each branch that wants to integrate with CareCredit. The same merchant ID can be used for multiple branches.
| Before entering and saving CareCredit Merchant ID | After saving your CareCredit Merchant ID |
Once your integration is complete, the payment method for integrated payments (CareCredit Integrated) is created automatically and will be available immediately.
Tip for practices who manually entered CareCredit payments in Neo before your integration
We recommended that you change the name of the existing payment method to CareCredit Offline or CareCredit Manual to:
- Continue to allow any CareCredit transaction processed outside of the integration to be manually entered.
- Help staff distinguish between CareCredit Integrated payments and manual payments when recording a payment, prepayment, or refund; and when viewing reports.