About the CareCredit integration
Use the CareCredit integration to quickly and easily receive client payments directly in ezyVet.
Note: The CareCredit integration is available in the United States only.
Methods to receive payment with CareCredit
The CareCredit integration has two methods that you can use to receive payments from clients:
- In-person method
- Remote payment method
If a client is at your organization, use the in-person method. If a client is not at your organization and you want to receive payment, use the remote payment method. The remote payment method uses a remote payment link that you can use an email or an SMS message to send.
Note: To send a remote payment link with an SMS message to receive a CareCredit payment, it is not necessary for your ezyVet site to have an enabled SMS module. SMS messages for CareCredit remote payments is a function of the CareCredit integration.
Client contact records and CareCredit
When you use the CareCredit integration to receive a payment in ezyVet, CareCredit does an automatic search for the client’s CareCredit account. If CareCredit finds an account, you can easily select it for the payment. Thus, it is not necessary for you to manually find accounts. To do the automatic search, CareCredit uses this information from the applicable client contact record:
- Name
- Email address
- Phone number
Thus, to make sure that CareCredit can find CareCredit accounts, make sure that client contact records have the necessary information.
More information
For more information about CareCredit, refer to www.carecredit.com.
To use the CareCredit integration, your organization must have a CareCredit account. For more information, refer to www.carecredit.com/providers/contact-team.
For CareCredit customer support and other information, refer to www.carecredit.com/contactus.