Help More Patients Get Care While Making Your Day a Little Easier

CareCredit’s integration into Dentrix helps you save time, increase productivity, and make it easier for patients to apply for the CareCredit credit card*.

Your day is busy enough. Let’s look at a few ways this new integration can help automate some of the daily tasks in your dental practice—making it easier for you and providing your team with more time to build patient relationships. We’ll start with managing accounts receivable and patient collections.

Running a dental practice requires many critical functions including ensuring your patients return for preventive care, that they follow through on recommended treatment and that the practice gets paid—by patients and insurance companies—in a timely manner. When systems can be streamlined, the team has more time to focus on helping patients get care.

Save Time In Your Day

When it comes to collecting payment for completed dentistry, one of the most important tasks is managing accounts receivable and the patient collections for the day. It’s critically important to make sure patient payments are posted correctly, the right payment type is designated and that the payment is allocated to the treating provider. Luckily, some of these functions can be automated. With CareCredit’s integration into Dentrix, there is an integrated payment feature that lets you process CareCredit credit card transactions directly from the Account Page and they automatically post back to the patient ledger. This saves you time and streamlines the posting process and reduces the likelihood of human error in payment allocation.

Improve Financial Conversations

Another benefit of the new software integration is that it can help you get patients who haven’t scheduled treatment back into the practice. Traditionally this responsibility falls upon the treatment coordinator. Often, they are tasked with going through the unscheduled treatment report and reaching out to patients to try and get them back in the practice. The process usually begins with generating the Unscheduled Treatment Report, then going through the list to identify patients. The next step requires researching the patients’ available benefits, reading the clinical documentation and finding any notes about the financial discussion with the patient and why they chose to decline or delay care.

It’s probably not too surprising that the reason many patients don’t schedule care is because of cost concerns. When contacting patients from the Unscheduled Treatment Report, it’s a great time to review payment options with them and to let them know that promotional financing is available with the CareCredit credit card. With the new CareCredit integration, you can look up cardholder information without ever leaving your Dentrix software so the information you need to have a great financial conversation with patients is right at your fingertips.

Dentrix G7.1 (and above) offers many opportunities to create an efficient system for your team and help your patients get the treatment they need. For more information on the integration features, visit If you would like to learn more about the benefits of accepting CareCredit in your practice, visit

*Providers in California are prohibited under state law from submitting applications on behalf of patients for certain healthcare loans or lines of credit, including the CareCredit credit card.