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Request Card Details

How to capture and store a patient's payment card details

Written by Nick

Tyro Health Online (THO) enables providers to store the payment card details of patients. By saving card details, patients authorise a business to charge their card for purchases they make with that business. This authorisation will remain in effect until the card expires.

Payment details can be managed for each patient within the 'Patients' tab where you can see a patient's 'Payment card details', including the expiry date.

Capturing and storing card details can be done two ways:

  1. Entering the card details on the patient’s profile in THO.

  2. You select 'Request payment details' from the 'Patients' tab in THO.

  3. A patient selects "save card details" during a transaction (learn how to make this mandatory for all payment requests).

If you want to capture and store payment details from new or existing patients without a transaction, you can select 'Request payment details' at any time.

For example, you notice a patient's card has expired and want to update this before their next appointment.

Step-by-step instructions

Enter the card details on the patient’s profile

  1. Select Patient from the left navigation menu.

  2. Select the patient you wish to add payment details for.

  3. Select Edit.

  4. Scroll down to Payment card details and select + Add details.

  5. Enter the payment card details.

  6. Confirm the ‘Patient has provided consent to save their payment details for future use’, and select Save Changes.

Request Payment Details

  1. Select Patient from the left navigation menu.

  2. Select Request Payment Details at the top right of the screen.

  3. Add new patient or search an existing patient from the dropdown box.

  4. Follow the prompts to complete payment details request.


If you require further assistance, you can contact the Tyro Health Online support team by clicking the chat bubble located on the bottom right of your browser or by emailing support@tyrohealth.com.

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