This integration is currently in Closed Beta. Please fill out this form if you are interested in joining the beta or to be notified when this integration goes live.
Purpose
Shepherd’s CareCredit integration keeps financing workflows connected to the same appointment, invoice, and checkout experience your team already uses every day.
With CareCredit enabled in Shepherd, your team can manage financing conversations, launch CareCredit workflows, and track financing activity directly from Shepherd.
Integration Overview
With CareCredit enabled in Shepherd, your team can:
Pre-screen upcoming appointments for financing eligibility
Launch CareCredit applications directly from Shepherd
Redirect clients to CareCredit payment and offer workflows
Send secure payment or application links to clients
Look up existing CareCredit accounts
Launch CareCredit refund workflows
Track CareCredit activity in Shepherd reporting workflows
How the CareCredit Integration Works
Shepherd surfaces CareCredit financing statuses, dashboard actions, and payment entry points throughout the platform. When your team selects a CareCredit action, Shepherd redirects the workflow to CareCredit to complete the requested action.
CareCredit workflows are completed on CareCredit’s platform, including:
Applications
Offer acceptance
Payments
Refunds
Account lookup
Once completed, CareCredit sends transaction details and status updates back to Shepherd automatically.
Activating the CareCredit Integration
Enable CareCredit in Shepherd
Go to Admin → Integrations.
Find CareCredit.
Click Activate.
Complete the CareCredit setup.
Wait for the confirmation popup indicating activation was successful.
After activation:
CareCredit can be turned on or off at any time.
Access to integration settings is controlled by Shepherd role permissions.
Configure Batch Quick Screen
Batch Quick Screen automatically pre-screens upcoming appointments for CareCredit eligibility.
When enabled:
Shepherd sends upcoming appointment client information to CareCredit overnight.
Results populate the next day in the CareCredit dashboard (Financial → CareCredit).
Financing status appears before checkout workflows begin.
Batch Quick Screen works with all appointment types.
Batch Quick Screen can be enabled or disabled from the integration settings page.
How to Use the Integration
CareCredit status visibility
Shepherd surfaces CareCredit financing statuses throughout the platform so your team can quickly identify financing opportunities during scheduling, medical, and checkout workflows.
CareCredit status icons appear:
On SOAP pages within Signalment
On invoice and payment pages
On appointment schedule tiles
Within the CareCredit dashboard
Hovering over a status icon displays additional status details. Statuses update automatically as new CareCredit responses are received.
CareCredit status definitions
The CareCredit dashboard (Financial → CareCredit) uses color-coded status indicators to display financing eligibility and account status.
Status | Icon | Description |
Cardholder | Blue CareCredit icon | Existing CareCredit cardholder |
Pre-approved | Green CareCredit icon | Client has a pre-approved CareCredit offer available |
Check status | Orange CareCredit icon | Client can be screened for CareCredit prequalification |
For existing cardholders, Shepherd also displays:
Available balance information
Most recent balance refresh date
Status actions and workflows
Dashboard actions redirect users to the appropriate CareCredit workflow based on the selected status and action. Available actions depend on the client’s CareCredit status.
Cardholder status
When a client is identified as an existing CareCredit cardholder:
The dashboard displays a Refresh button
Refresh updates the client’s current available balance from CareCredit
Updated balance information displays with the latest refresh date
Pre-approved status
When a client has a pre-approved CareCredit offer:
The dashboard displays an Apply Now button
Apply Now opens the CareCredit offer workflow
Check status workflow
When a client does not yet have a known financing status:
The dashboard displays a Check Now button
Check Now opens the CareCredit prequalification workflow
If Batch Quick Screen is disabled:
Individual Check Now actions are hidden
Shepherd instead displays a Review CareCredit Status button in the dashboard header
Review CareCredit Status opens the same CareCredit application workflow manually
Batch Quick Screen behavior
Batch Quick Screen automatically checks upcoming appointments for financing eligibility.
When enabled:
Shepherd automatically sends upcoming appointment information to CareCredit once daily
Upcoming appointments within the next 72 hours are included
Cancelled appointments are excluded
Results are typically available the following morning
If CareCredit cannot return a valid financing response:
The client status displays as unknown/check status
Status icons and workflows update automatically once a valid response is received
CareCredit applications
Shepherd can redirect users to CareCredit application workflows from:
Batch Quick Screen results
The CareCredit dashboard
The checkout workflow
When available, Shepherd pre-fills client information including:
Name
Address
Phone number
Email address
Clients still need to provide required personal and financial information such as:
Date of birth
Social Security Number
Housing status
Income information
Shepherd redirects users to CareCredit to complete applications:
In-office
By secure mobile link
Payment processing
Shepherd allows your team to launch CareCredit payment workflows directly from the standard checkout workflow.
When the CareCredit integration is enabled:
A CareCredit payment option appears on the checkout screen
CareCredit can be selected alongside existing payment workflows
The payment option is available regardless of the client’s current CareCredit status
During checkout:
Open the invoice.
Click Take Payment.
Select CareCredit as the payment method.
Select Check Out
Complete the CareCredit workflow after the checkout is initiated from Shepherd.
Payment routing behavior
Based on the client’s current CareCredit status, Shepherd redirects the user to the appropriate CareCredit workflow.
Cardholder status
If the client is an existing CareCredit cardholder:
Shepherd opens the CareCredit payment workflow directly
Staff can:
Enter a card number
Look up an account
Send a payment link to the client
Pre-approved status
If the client has a pre-approved CareCredit offer:
Shepherd opens the CareCredit offer workflow
Clients can review and accept their available offer before payment
Check status workflow
If the client does not yet have a known financing status:
Shepherd opens the CareCredit prequalification workflow
Clients can check eligibility and continue to the application process if needed
Account lookup
Account lookup supports:
Name and phone number
Account number
Social Security Number
When available, Shepherd pre-fills client information including:
Name
Address
Phone number
Email address
Payment amount handling
Payment amounts are locked after the transaction begins to prevent invoice/payment discrepancies between Shepherd and CareCredit.
If the payment amount needs to change:
The current transaction must be canceled
A new payment workflow must be started from the invoice
Payment completion and writeback
After a payment is approved through CareCredit:
Shepherd automatically records the payment on the invoice
The invoice balance updates automatically
Payment details write back to the client financial record
Payment records include CareCredit reference information
Send-to-device workflows
Shepherd can send secure CareCredit links directly to a client’s mobile device for:
Applications
Offer acceptance
Payment completion
This workflow is useful for:
Contactless checkout
Exam room payment collection
Remote approvals
Refunds
Shepherd can redirect users to CareCredit refund workflows from the invoice payment experience.
Refund approval and processing occur within CareCredit before completed refund details sync back into Shepherd.
Before issuing a refund, the invoice must show a negative balance. A negative balance can be created by:
Returning a product
Applying a discount
Removing or canceling a line item
Once the invoice shows a negative balance:
Open the invoice.
Click Issue Refund.
Turn the Shepherd Pay toggle off.
Select CareCredit as the refund method.
Enter the refund amount.
Click Check Out.
Refund behavior includes:
Full refunds from the payment record
Partial refunds from the invoice workflow
Locked refund amounts after submission
Multiple partial refunds against the same payment
Automatic refund history updates in the client financial record
Refund records can be reviewed from:
Client Profile → Financial Tab → Payments
The payment will be listed as CareCredit Integration.
Reporting and reconciliation
Shepherd tracks CareCredit transactions in reporting workflows under:
Reporting → End of Day Report
The End of Day Report distinguishes between:
CareCredit
Legacy standalone CareCredit workflows
CareCredit Integration
Payments processed through the integrated Shepherd workflow
This separation preserves historical reporting for practices that previously used standalone CareCredit workflows before enabling the integration. Learn more about the End of Day Report.
Need Help?
For CareCredit enrollment, financing, or account questions, contact the CareCredit support team - (800) 859-9975, Option 1, then 6.
For Shepherd workflow or integration behavior questions, contact Shepherd Support via the in-app chat.