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Overview of Sunbit Registration & Onboarding

Radhalekshmi SS
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CS’s partnership with Sunbit is unlocking new levels of dental care accessibility, offering an 85% financing approval rate and a quick, 30-second application with soft credit checks. Practices gain a major advantage with Sunbit, which pre-qualifies patients before they even arrive, significantly boosting case acceptance rates and enhancing patient financing options.

Get an inside look at how Sunbit’s seamless integration can transform your practice with a live demo, key benefits, and easy onboarding. 

Here's what you can expect:

  • Experience a Live Integration and Demo Process: Participate in a live demo of the Sunbit application process to see how it works in real-time.
  • Explore Practice Benefits: Discover how dental practices can utilize pre-qualification links and streamline payment processes for patients.
  • Begin the Onboarding Process: Start the onboarding journey, which includes a quick 14-day setup timeline for seamless integration.
  • Engage in a Q&A Session: Address key topics such as HubSpot integration, patient credit lines, and other relevant inquiries.
  • Stay Updated: Receive follow-up communications and updates on related matters to ensure continuous support and optimization.

Topics Covered

Sunbit Onboarding and Referral Process

  • Practices can enter into Sunbit using Sunbit's landing page with the referral from CareStack. 
  • The onboarding process includes a sales demo, digital agreement signing, and online training covering.
Note: It is essential to track referrals through the landing page or a direct introduction to Sunbit for proper integration enablement.
  • After Login, you will receive a Zoom call on Day 2.
  • Practices can sign the one-click digital agreement on Day 3.
  • On Day 10, practices will receive an online training process.
  • The average setup time is approximately 14 days from demo to training completion.

Sunbit Integration with CareStack

  • Practices must be using both Sunbit and Care Flow (Care Stack’s upgraded version) to enable the integration.
  • Practices can Configure Sunbit through Practice Settings via the Services tab.
  • To learn more about Configuring Sunbit through Practice Settings, click here.

Note: Practices can disable a Sunbit account through Practice Setting. To learn more about the deactivation of the Sunbit account, click here.

Patient Pre-Qualification Process

After configuring Sunbit, practices can send a pre-qualification link to patients before they come in. Upon receiving the link, the patient will log in and do the qualification check to Sunbit with the help of the treatment coordinator or office manager. To learn more, click here.

Let’s walk through the Pre-Qualification process the patient experiences.

  • Select the team member.

  • Scan the Patient's ID. The treatment coordinator or office manager scans the barcode on the back of the patient’s ID.

In the Identity Verification,

  • The patient enters their cell phone number and email address.
  • Press Continue.

  • The patient verifies their home address.
  • Select the Copy to Form to use the scanned details.

 

  • Press Agree and Check Your Options.

If the patient is approved for the plan,

  • Enter the treatment cost.
  • Click Continue.

  • The patient will get different payment plans based on their credit score.
    • Payment ranges will be from 3 months to 72 months.
    • Compare the different ranges and select the best one.

Once submitted, the practices can see if the patient is approved and for how much. 

  • The practice will see the patient’s pre-approval status and amounts, making it easier to recommend treatment.
  • Patients are more likely to accept treatment since cost barriers are reduced.

Check Out and Send Payment Link to the Patient

  • After the completion of treatment procedures, practices can select the treatment amount and send a payment link to the patient through CareStack Billing from Patient Overview.  
  • To learn more about the checkout and send a payment link to the patient, click here.

  • The patient completes the payment directly through the link, streamlining the process.

FAQs

Question Answer
Who can access the integration? Mutual consumers of Sunbit and CareStack.
Is there a cost to access integration?

There is no additional cost for the integration beyond Care Stack’s fees and Sunbit’s transaction fees.

 
If the practice does not have Sunbit, how can they access the integration? If the office does not have Sunbit, they can sign up via the landing page or through a direct introduction to Sunbit.

Partnership Resources

Practices can use this guide to learn all about Sunbit registration and the onboarding process.

 

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