Patient management considerations

Tyro Health Online utilises refId for patient record management - an optional unique patient reference as set by you. This can be used to save patient details for future payments instead of setting firstName, lastName and other patient details.

Additionally the refId can be used within the PMS to pre-populate details entered during the online checkout experience including tokenised card information

refId management (for Patient Record and tokenisation)

• If patient is known at point of transaction
  • PMS passes {refId} as part of payload
  • Checkout pre-populates any tokenised information for fast checkout
  • Any new information saved by patient saved against {refId}
• If patient is not known at point of transaction
  • PMS passes temporary {refId} as part of payload
  • Transaction completed
  • POST /v3/transactions/{transactionId}/patients/refid/{refId}
  • Where there is already an existing patient record with {refId}, the transaction becomes associated with the existing patient record
  • Where there isn't an existing patient record with {refId}, the transaction association doesn't change, but the original patient record is updated with {refId}