Introducing Promptly’s Integration with CareCredit

Financial clarity, simplified workflows, and more confident cost conversations —now all in one place.

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We’re excited to announce Promptly’s latest integration withCareCredit—one of the nation’s most trusted health and wellness credit card providers. This new feature helps practices streamline the financing experience while empowering patients with flexible financing options.

Whether a patient is applying for the first time or already has a CareCredit card, Promptly makes it easier than ever to check CareCredit status and pay—all within a single, seamless platform. This integration isn’t just about reducing friction at checkout. It’s about easing cost concerns to help patients move forward with recommended care.

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What’s new

TheCareCredit integration is built directly into Promptly’s existing tools, making it easy to offer financing options with empathy, efficiency, and accuracy. Here’s what you can expect:
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See CareCredit status at a glance

Color-coded icons in the appointment dashboard show whether a patient is pre-approved, a current cardholder, or a good candidate to apply.
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Enable pre-visit quick screening

Two days before an appointment, Promptly runs automated batch quick screens to help staff identify patients who may benefit from CareCredit—so your team can be proactive, not reactive.
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Get real-time approval status

Instantly view whether a patient already has a CareCredit card or is pre-approved for one, all within the Promptly Practice Panel.
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Give patients multiple ways to apply

Patients can apply through the Patient WebApp, Kiosk, or via Canned Messages—no extra portals or confusing redirects.
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Access full application details

Staff can quickly link to full application results and credit decisions through Promptly, with direct access to the CareCredit site.
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Track payments seamlessly

Transactions completed through CareCredit are automatically posted to the Promptly Transaction Report and other financial tools, ensuring integrated visibility across your workflow.

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What this means for practices

With Promptly and CareCredit working together, your team can:

• Quickly identify CareCredit eligibility and approval status
• Offer more accessible payment options in a compassionate, streamlined way

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A closer look at how it works

Green icon: Pre-approved

Patient is pre-approved and eligible to apply for the CareCredit credit card—credit amount is visible in the dashboard.
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Orange icon:  Invite the patient to apply for CareCredit

Patient hasn’t yet been approved and can complete their application directly within Promptly.
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Navy icon: Card holder

Patient already has a CareCredit credit card, and available credit will display (note: this is not the balance due).

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