Once your Basis merchant account is created, your office's custom pre-approval link will automatically generate.

You can access the pre-approval link by following these steps:

1) To add a user, select the 'My Profile' button from the 'Settings' dropdown in the upper right-hand corner of your account.

2) Under 'My Locations' select the dropdown arrow next to the 'Edit' button and scroll down to where it states 'Patient Pre-Approval URL.' You can then send this link directly to patients or post it on your office's website.

3) When a patient is pre-approved, you would receive an email notification and the 'Pre-Approved Patients' box would be highlighted on the homepage of your Basis merchant account. Click 'View Details' to view more information about the patient, including their financing limit. 

4) Under the 'Pre-Approved Patients' section, enter in the amount that you're looking to finance for the patient and then click 'Send Invitation.'

5) The patient would then receive an invitation to their Basis account to complete the rest of their loan application.