Product Support
Attachments
Adding an Attachment to a Claim
Completing a Payer Request for Additional Details
Creating a Custom Attachment Rule
Creating a Stand Alone Attachment
Download the Attachment Tool
FAQs for AttachmentConnect
Locating the Attachment Payer List
Searching for a Claim with Attachments
Using Capture All Attachments
Statements
Claims
Add or Change Billing Information
Adding Users to DentalXChange
Change Practice Management System
Correcting a Validation Error
Download the Batch Upload Tool
FAQs for ClaimConnect
Frequestly Asked Questions for the DentalXChange Management Desktop
Medi-Cal Dental: Add Payer Claim ID from NOAs to Claims on Submission
Registering for DentalXChange
Resetting DentalXChange Password
Submitting a Claim Directly on DentalXChange
Uploading a Batch Claim File
Credentialing
Credentialing For Providers
Adding Approvals From Payers
Creating a New Account with CredentialConnect
Creating an Application
FAQ's for Providers using CredentialConnect
How to Edit Locked Application Fields
How to Update Expiring Supporting Documents
Introduction to CredentialConnect for Providers
Password Recovery
Payer Messages
Submitting an Application Via Email
Understanding the Homepage
Username Recovery
System Requirements for CredentialConnect
Uploading Files to CredentialConnect
Eligibility AI
Add Payer Credential with Multi-Factor Authentication
Common Reasons for Failed Benefit Checks
FAQ's for Eligibility AI
Introduction to Eligibility AI
Managing Payer Credentials
Manually Running an Eligibility Check
Notes and Benefit Customization
Reviewing Eligibility & Benefit Details
Merchant Services
CardPointe Portal
How to setup Payment Plans
Video: How to Process a Refund
Video: How to Process a Void
Video: How to Set Up Payment Plans
Video: How to Use Text-to-Pay
Video: How to use the Virtual Terminal
Real-Time Eligibility
Enrollment
Partner Support
- All Categories
- Product Support
- Merchant Services
- CardPointe Portal
CardPointe Portal
CardPointe
Digital Application
1. An email will be sent to the owner with the link for the digital application with instructions on how to setup their CardPointe Account. They will be directed to the application review page where they can sign the application.
2. Create a username and password to review the application, agree & sign. This login will be used to access CardPointe, your portal to view monthly statements, tax forms, and chargebacks.
Logging into CardPointe
1. Using the same login and password created to review your digital application. Click Here to Access CardPointe
Monthly Statements
1. Click reporting, then Statements
2. Choose statement date and click download.
Tax Forms (1099-K)
1. Click reporting, then Form 1099-K.
2. Choose Tax Year and then click either Summary View or Detail View to download.
Chargebacks/Disputes
1. Click reporting, then Chargebacks.
2. Any disputes will be shown here.
