Financing Options

Finance Options

Wells Fargo Financing

Submitting an Application

Submitting

1. Information

Provide Credit Card Account Application/Important Terms to the Patient (Booklet)

2. Resource Center

Sign on to the Online Resource Center (ORC) at www.wellsfargo.com/retailservices using username and password provided per location

3. Processing

Select Internet Processing System

4. Application

Select Submit an application

5. Submit Purchase Information

Enter the application code, application type, purchase price, and salesperson

6. Submit Patient Information

Enter the patient’s information from the Credit Card Account Application

7. Review and Submit

Review the patient’s information for accuracy and select Submit. Application will generally be given a decision within 30 – 45 seconds

Submitting2

Processing a Transaction

1. Login

Sign on to the ORC

2. Select

Select Internet Processing System tab

3. Processing

Select Process a Transaction

4. Enter Account

4. Enter Account

4. Enter Account

Select Authorization and Charge on the left navigation to enter applicable fields
NOTE: Follow your Instructions and Procedures on when to charge for services.

6. Enter Information

NOTE: Follow your Instructions and Procedures on when to charge for services.

7. Print Receipt

8. Confirm

Make sure to put the patient’s Compulink account # on the copy that the patient signs.