Take a card payment with Tyro
Take a card payment on your Tyro terminal from the patient's Receive Payment window. HealthTrack sends the amount to the terminal and adds the payment to the receipt once Tyro approves it.
Before you start
- Your terminal is paired with HealthTrack. See Set up and pair a Tyro terminal.
- The provider has a merchant ID (MID) for this location, or the location has a location MID.
- Your user account has the ProcessTerminalPayments permission.
Take the payment
- Open the patient's Receive Payment window, for example by clicking Save & Pay on the invoice.
- Check the Associated MO and Location.
- Click Payment Terminal.
- In the Take payment dialog, check the fields below.
| Field | What to check |
|---|---|
| Amount to charge | Defaults to the outstanding amount. Change it to take a deposit or split the payment across methods. If you enter more than the outstanding amount, check the amount, then tick Charge $X anyway to continue. |
| Provider | Preselected when the invoice has one doctor. A provider marked Not set up for terminal payments at this location has no MID for this location. |
| Terminal | Your location's default terminal is preselected and labelled (default). Select another if needed. |
- Click Charge $X.
- Ask the patient to follow the prompts on the terminal.
- When Tyro shows APPROVED. Print customer copy?, click YES or NO. Card receipts print on the terminal, not from HealthTrack.
- A Terminal line appears in the payment list with the card type and Tyro reference. Click Receive Payment.
The card is charged as soon as Tyro approves it. You must still click Receive Payment to record the payment in HealthTrack. Deleting the Terminal line does not refund the card. If Card charged but payment not received appears, click No and finish receiving the payment.
If you charge less than the outstanding amount, receive the balance as another payment item. For more on receipting, see How to receive a payment.
If the payment isn't approved
| Message | What it means | What to do |
|---|---|---|
| Payment not approved | The card was declined or the payment was cancelled. The card was not charged. | Click Try again or Cancel. For the reason a card was declined, contact Tyro. |
| Payment didn't start | The terminal isn't paired or couldn't connect. The card was not charged. | Click Pair terminal, then Try payment again. See Re-pair a terminal. To take the payment another way, click Take payment another way. |
| Payment outcome unknown | HealthTrack didn't get a result. The card may have been charged. | Don't charge the card again. Click Close, then contact HealthTrack Support. |