CareCredit® integration
The free-to-activate CareCredit integration* enables you to process transactions directly in Cornerstone 9.6 and above without having to go to the CareCredit portal or repeatedly entering login credentials. Offer flexible payment options to pet owners by sending a CareCredit pay links via text or email from Cornerstone. These settings also enable sending an application to your clients from the Cornerstone toolbar. CareCredit transactions automatically post back into Cornerstone eliminating double-data entry and simplifying your end of day reconciliation.
To learn more about how the CareCredit integration works, click here.
*Available to U.S. customers only
Before you start
- Set up security
- Payment Type Setup
- Payment Types
- Set up a CareCredit merchant account
Important!
- A CareCredit merchant ID is required to set up the integrated payment type.
Set up the CareCredit payment type
Navigate to Controls > Payment types.
- Select the Integrated CareCredit Payment and click Update.
- Select Activate Integrated CareCredit Payment Solutions.
- Click Configure Payments Solution.
- For Multi-location single database (MLSD) practices, select the appropriate practice from the list.
- Enter your 16-digit CareCredit Merchant Number.
- Click Setup to validate.
- Select the Activate options and click OK.
- Add the payment type to your credit codes.
- Payment types can also be applied under Controls > Credit codes.
- Click OK to complete setup.
Note: If you have an existing CareCredit payment type, it is recommended to name it CareCredit Offline.
Using the integrated CareCredit payment type
Once payment type setup complete, use integrated payment type accordingly in your payment entry workflows.
Payment processing occurs in an online portal. Follow the prompts to process the payment or send a payment link to your client by text or email. Watch it in action here.
Additional information
CareCredit Application
If CareCredit Apply is selected in the payment type setup, access an application link to email or text your client from the CareCredit toolbar button or from Activities > CareCredit.
For Cornerstone 9.5
If you have Cornerstone 9.5, click here to schedule the integration push to your server.
