Tools and Templates - Provider Insights

July 2026

CareCredit Cost Convo Guide: Simplify the Cost Conversation

This simple and effective resource can guide your staff to help more patients and clients say “yes” to your full treatment plan.

1 min read

Family in glasses, young girl on man's shoulders and woman standing beside them

June 2026

Cost Talk Toolkit: Simple Tips and Scripts for Optometry Practices

Equip your team with practical scripts, quick tips and tools to confidently discuss financing options and help support patients in making informed vision care decisions.

3 min read

Man with woman on his back, both smiling

June 2026

Cost Talk Toolkit: Simple Tips and Scripts for Ophthalmology Practices

Arm your team with helpful scripts, useful tips, and resources to confidently guide conversations about financing choices for vision care and LASIK, enabling patients to make well-informed decisions.

3 min read

June 2026

Ease Administrative Burdens with Billing Inserts and More

We’ve made it easy to insert CareCredit into the billing conversation with bill inserts and approved statement language.

1 min read

March 2026

CareCredit Cost Estimator Tools Can Help Break Down the Cost of Care

Utilize CareCredit’s cost estimator tools to help your patients or clients estimate monthly costs and fit care into their budget.

1 min read

February 2026

Social Media Calendar for Med Spa Providers

Med spa-ready social content planned for you, month by month.

1 min read

February 2026

Social Media Calendar for Dermatology Practices

Social media content made for dermatology practices in three easy steps.

1 min read

February 2026

Social Media Calendar for Cosmetic Providers

Download cosmetology-ready content, pre-planned for the year, plus quarterly bonus posts.

1 min read

January 2026

Audiology Marketing: Social Media Calendar for Audiology Practices

Enhance your audiology marketing with 12 months of ready-made social media posts that can educate your patients on hearing health, making it easy to engage and support your community year-round.

1 min read

Smiling woman holding CareCredit credit card

January 2026

Social Media Calendar for Ophthalmology Practices

This downloadable calendar with ready-to-use captions and images helps ophthalmology providers use social media to educate their patients on vision care and the benefits of financing.

10 min read

Close up of a woman in glasses, holding CareCredit credit card

January 2026

Social Media Calendar for Optometry Practices

Download this simple, ready-to-use calendar to create and share social media content that can help educate patients on vision care and showcase the benefits of CareCredit.

10 min read

December 2025

Customize Hearing Patient Communications with Ready-to-Use Remarketing Assets

Enhance your emails, social media posts and phone messages with customizable subject lines, scripts and calls to action designed to better engage hearing patients.

1 min read

December 2025

Budget Organizer to Help Patients Plan for Care Costs

Empower your patients to confidently plan and manage their healthcare expenses with this downloadable tool, designed for CareCredit providers to help simplify budgeting and financial conversations.

1 min read

Man speaking with healthcare receptionist

December 2025

Quick Tips for Cost Conversations

Download our Quick Tips flyer to learn simple, effective ways to include CareCredit financing in your cost conversations and help patients navigate their payment options.

1 min read

Chiropractor stretching woman's shoulder

October 2025

Email Toolkit to Engage Your Chiropractic Patients

Empower your chiropractic practice with customizable email assets designed to attract and reengage patients using CareCredit’s flexible financing options.

1 min read

September 2025

Social Media Assets for Chiropractors

These ready-to-use social posts and captions can help show patients that you offer a chiropractic financing options for their care.

1 min read

September 2025

Digital Display Ads for Chiropractors

Use these downloadable digital display ads to let patients know you offer chiropractic financing — a flexible way to pay over time, even before their first visit.

1 min read

September 2025

Growth Strategy: Finish 2025 Strong

Help enhance your end-of-year patient communications and revenue.

1 min read

July 2025

Dry Eye Cost Worksheet

Provide your vision care patients with a resource to help them understand how to move forward with their dry eye treatment.

2 min read

July 2025

Weight Loss Marketing Kit

Get print and digital marketing materials to let patients know they can pay over time for your weight loss products and services.

5 min read

May 2025

Weight Loss Bundle Kit

Digital resources to let patients know financing is available for weight loss products and services to help them move forward with care and achieve the look they want to feel their best.

5 min read

May 2025

Web Banners for Website

Feature these banners on your website so patients see that you accept a flexible way to pay over time before they even come in for care.

5 min read

May 2025

Social Media Posts for Promotion

More ready-to-use social posts and captions to share that you accept a trusted financial solution for your patients’ beauty care wants and needs.

5 min read

May 2025

Financial Page Toolkit: Ophthalmology

Show patients you accept CareCredit before they come in with our web copy and banners. Plus, reference our design template to help fine-tune your financial webpage.

5 min read

May 2025

Email Copy & Banners: Ophthalmology

Customize and send pre-written email copy to attract new patients and retarget those that didn’t schedule. Include the banners so they know you accept a clear way to pay.

5 min read