CareCredit Tools and Resources to Help Your Team Succeed

Get the support you need to simplify the financing conversation for your staff and your patients or clients. CareCredit offers in-office and online marketing materials, scripts, tools for calculating estimated payments and much more.

By Ilima Loomis
Digital Writer

Posted Mar 21, 2025 - 2 min read

When your team can communicate effectively about financing and payment options, it can help patients or clients to say yes to care. Ultimately, this improves the patient experience, building loyalty and potentially increasing referrals.

CareCredit can equip your team with tools and resources to have confident and effective financing conversations and create a more seamless process. Be sure to take advantage of all the ways CareCredit can help, including:

  • Analyzing business activity and setting goals for growth
  • Attracting new patients or clients
  • Fostering loyalty and referrals
  • Increasing treatment acceptance

Review this list to make sure your team is using the available tools and resources.

(Some of the tools and resources below are accessible only to health and wellness providers already enrolled to accept CareCredit. Sign up here to gain full access to CareCredit's tools and resources.)

Tools for Attracting and Engaging Patients

Make it easy for patients or clients to understand their payment options with these simple and effective strategies:

Create a financial web page. Help ensure prospective patients or clients know you offer CareCredit by creating a financial landing page for your website.

Reach more patients or clients with digital assets. Our ready-to-use digital assets — such as banners, buttons and copy — are designed to fit seamlessly into your website, emails and social media posts. These tools can help inform patients or clients that your location accepts the CareCredit health and wellness credit card and offers a way for them to pay over time. Increasing awareness of CareCredit can help attract current cardholders in your community.

Leverage free marketing materials. Display vinyl glass clings, signs and brochures throughout your practice to remind patients of their options.

Resources for Better Patient Communication

Clear and confident communication about costs can help patients or clients feel more at ease with their care decisions. These resources can make financial conversations simple and effective:

Get tips for communicating with patients or clients. Discussing health and wellness costs can be stressful, but it doesn't have to be. Our Confident Cost Conversations webinar, as well as our recommended tips and scripts, can help make cost and financing conversations easy for both your staff and your patients. Then, equip yourself with information to address some common healthcare financing misconceptions with our downloadable CareCredit Myths vs. Facts info sheet.

Help patients organize their healthcare budget. When people know what to expect in terms of healthcare costs for themselves, their families and their pet, and are able to plan ahead, paying for care can be less stressful. Our healthcare budget worksheet breaks down both expected and unexpected healthcare costs so patients can better understand their potential monthly and yearly expenses. The worksheet also helps patients ensure they're taking full advantage of their insurance benefits, such as scheduling procedures before their deductible resets.

Provide transparency around financing costs. Unexpected costs lead many patients or clients to delay treatment. By offering financing, you can give them the option of moving ahead with care right away. Use our cost estimator tool to discuss options and help patients or clients estimate what their monthly payment will be under your financing plan.

Make it easy for patients to apply and pay. With your unique custom link or QR code, your patients or clients can see if they prequalify with no impact to their credit score.* They may then apply for the CareCredit health and wellness credit card quickly from their own device, get a decision within seconds and, if approved, use their account the same day — all while your staff focuses on patient or client care. Your unique custom link (accessible with your login information) can be displayed on your website, social media, email and QR code signage in your location.

Make financing simple with a payment calculator. Use our payment calculator to create a payment options form, which you can use to show your patients or clients their estimated monthly payments with the CareCredit credit card.

Remind patients or clients about CareCredit at the billing stage. Use our approved billing statement messaging and downloadable bill inserts to remind patients or clients that you accept CareCredit during the billing process, making patient payments easy.

Business Development Tools

Strategic growth starts with the right insights. These tools can help you analyze and optimize your business performance:

Track metrics. Use Provider Center reports to track and compare metrics such as average ticket and credit usage. Some of the metrics you can track include:

  • Cardholder Availability Credit Report. Understand which cardholders have credit available on their CareCredit account to help facilitate upcoming appointments and assist in marketing communications.
  • Activity at a Glance Report. See how many patients are using CareCredit at your practice, determine the average ticket price with CareCredit and leverage these insights for decision-making within your practice.

CareCredit Made Simple

CareCredit providers can view all resources in an easy-to-use toolkit and learn things they need to know about getting started on our frequently asked questions page. From walking through financing options to helping you understand how payments are processed, we have answers to your questions.

Offer Flexible Financing at Your Practice

If you are looking for a way to connect your patients or clients with flexible financing that empowers them to pay for the care they want and need, consider offering CareCredit as a financing solution. CareCredit allows cardholders to pay for out-of-pocket health and wellness expenses over time while helping enhance the payments process for your practice or business.

When you accept CareCredit, patients or clients can see if they prequalify with no impact to their credit score, and those who apply, if approved, can take advantage of special financing on qualifying purchases.** Additionally, you will be paid directly within two business days.

Learn more about the CareCredit credit card as a financing solution or start the provider enrollment process by filling out this form.

Author Bio

Ilima Loomis is a freelance writer with more than 18 years of experience in journalism and B2B content marketing. With a background in writing about science and technology, she has a knack for taking on complex subjects and helping readers understand not only what is going on but why it relates to them. She specializes in writing about healthcare, health tech and medical research.

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*A soft inquiry verifies their identity and won’t impact their credit score. If prequalified, patients will receive an offer to apply for the CareCredit credit card. This will trigger a hard credit bureau inquiry, which may impact their credit score.


**Subject to credit approval.


The information, opinions and recommendations expressed in the article are for informational purposes only. Information has been obtained from sources generally believed to be reliable. However, because of the possibility of human or mechanical error by our sources, or any other, Synchrony and any of its affiliates, including CareCredit, (collectively, “Synchrony”) does not provide any warranty as to the accuracy, adequacy, or completeness of any information for its intended purpose or any results obtained from the use of such information. The data presented in the article was current as of the time of writing. Please consult with your individual advisors with respect to any information presented.


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