Our patient made a CareCredit payment outside of Denticon. How can we record this in the ledger without triggering the CareCredit integration?

Introduction:
There are times where a patient may sign up for CareCredit outside of Denticon, or times where a service disruption may cause a CareCredit payment to go through on the CareCredit side, but not be logged on Denticon's ledger. 

Process description:
For situations where a CareCredit payment is made outside of Denticon, users can create a special Payment/Adjustment type that will log the CareCredit payment without triggering Denticon's CareCredit integration.  

Prerequisites:
To add in a new Payment/Adjustment type users will need the security right "Setup Payment Types Screen-Full Control" assigned to them. 

Step-by-step instructions:

1. Go to Setup>Payment/Adjustment Types.
2. Click the "Add New Type" button.
3. Setup the code with the following specifications:
   • Code- Shorthand code the office can use to quickly identify the code.
   • Description-The description of the payment/adjustment code that will show on the ledger.
   • Type-Payment
   • Sub Type-Third-Party Financing
   • Sign- (-minus)
   • Class-None

Next steps:
Applying the code to the ledger will record the payment in Denticon, but will not launch CareCredit the way the normal CareCredit Payment code would. This way, the patient will not be charged twice.