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CareCredit + Symplast
Industry
Cosmetic
About
With the Symplast and CareCredit integration, financing is now embedded directly into the Symplast workflow. The CareCredit integration lets your team check CareCredit credit card status, process transactions at time of service, and process refunds — all in one place. No separate terminals. No duplicate data entry. No system-switching.
Features
- Know CareCredit status at a glance.
Every patient record shows whether the patient is a cardholder, preapproved, or more information is needed to perform Quickscreen — which helps make cost conversations easier. - Know if patients are preapproved with no impact to their credit score.
Let them know they are pre-approved for the CareCredit credit card and ask if they would like you to send them the application link. - Process transactions at time of service.
Process payments using the patient's CareCredit credit card from the patient's invoice or send a secure payment link to the patient upon their request. - Manage promotions and refunds in one place.
Offer 6 month promotional financing and select additional financing options (12 to 60 months), set minimums, and tailor financing options by location. When refunds are required, issue them directly from the original invoice. - One platform, end to end
Your team runs the entire CareCredit workflow — application, payment, refund — within Symplast. There's no second login to manage, no separate device on the counter, and no manual reconciliation at the end of the day.
Faster checkout. Streamlined back office. A better experience for your practice.
Learn more about Symplast with CareCredit
Activation
Set up in minutes. Simple enough for any staff member to run.
ONE-TIME SETUP (ADMIN)
- Set up CareCredit.
Enable the integration → Enter and validate your Merchant ID → Turn on CareCredit by location
EVERY DAY
- Check CareCredit status.
Open the patient record → Tap the CareCredit icon → Select an account or start an application - Take payment at time of service.
Open the invoice and select CareCredit → Enter the amount → Enter the card details and submit - Send a secure payment link upon request.
Open the invoice and select CareCredit → Enter the amount → Send to the patient's device - Issue a refund.
From the invoice, issue a credit → Select Refund, then CareCredit → Choose the original transaction
