September 12, 2026 — Reimbursement methods and Services

This release has two product changes: reimbursement methods and Services.

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Reimbursement methods

Out-of-network billing used to mix “who pays” and “how insurance pays back” into one payment-style choice. The shortcoming was that OON Pay did not give you visibility into, or the flexibility to choose between, reimbursement by paper check and bank deposit. Many plans supported only check, and it was unclear which reimbursement method would apply to a client who was not using Thrizer Pay. Those are now two separate settings that you can see and change, depending on what the insurance plan offers. The legacy Payment Type field has been renamed Billing Type. Billing Type indicates whether a claim will be submitted for a charge. The Billing Type options are now:

• Self-Pay — No claim is submitted with the charge. The client will owe the full cost of the appointment.
• OON Billing — A claim is submitted with every charge. This allows you to choose a reimbursement method for the claim.

Reimbursement Method describes how insurance money comes back after a claim:

• Check — A mailed check.
• Bank — Direct deposit.
• Instant Reimbursement — The client is charged their estimated out-of-pocket amount, and Thrizer waits on insurance. This was previously called Thrizer Pay.

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Clients

On the client roster and in client details, billing appears as one summary, such as OON Billing — Check or OON Billing — Instant. Open that summary to edit Billing Type and Reimbursement Method together. Options that do not apply are grayed out with a short reason—for example, Instant Reimbursement until the eligibility requirements are met, or Bank if the plan does not support it. On the client’s Insurance tab, you choose Check, Bank, or Instant Reimbursement in the same way. Moving a client to OON Billing asks you to confirm the method you selected.

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Charging a session

When you add a charge for an out-of-network client, Reimbursement Method appears on the charge form. The client’s saved method is the starting point. You can change it for that visit before you submit. The option you submit on the charge applies to that session, including whether Instant Reimbursement pricing is used. If Instant Reimbursement is not allowed for that plan or the client does not meet its eligibility requirements, it is not selectable. The form explains why. Charge details and claim details show the requested method—Check, Bank, or Instant Reimbursement—so you can see how that visit was set up.

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Claims and payments

Claims lists show a clearer Result, including the reimbursement method. Instant Reimbursement claims paid to Thrizer are labeled Reimbursed to Thrizer. If a payment is tied to a claim, payment details include a View Claim link. Receipts highlight the amount charged out of pocket for charges that used Instant Reimbursement. Emails and claim notices use Instant Reimbursement and OON Billing language instead of Thrizer Pay.

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What you do not need to do

You do not need to rebuild your client list. Existing clients keep their billing setup.

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Services

Charging profiles are being replaced by Services. A Service is something you offer and can charge for—for example, a 50-minute session, an intake, or care coordination. You give it a name, a price, and, when it is billed to insurance, a code and place of care. Non-billable Services are still priced offerings; they are simply not submitted to insurance. Previously, you needed to set up Services for the benefits widget, but they were disconnected from your clients and what you were actually billing for. Now, each clinician has one catalog of Services. Keeping that list in one place means that you define what you offer once, then reuse it everywhere: your benefits widget, each client’s record, and charging flows. Charging is faster and more consistent, the widget stays in sync with what you actually offer, and you can still set custom rates or terms for clients without rebuilding the whole list. When charging a particular client, the drawer automatically loads from your Services list and pulls in any customized rates or terms, so you do not have to keep retyping them.

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Your catalog

Each clinician’s list lives in Settings → Services:

• Billable Services — Typical sessions with a name, amount, code, and place of care.
• Non-billable Services — Items that are not billed to insurance, with a name, amount, and short description. The amount must be more than $0.

That list is what appears on the benefits widget at the list price. A clinician with no Services does not appear on the benefits widget. See Add and manage Services for setup instructions.

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Per-client terms

On the client’s Overview tab, you set:

• The Primary Service for that relationship. This is the one that populates automatically when charging the client.
• Custom amounts or details for that client when they differ from the catalog.

If no Service customizations are set, the default terms for a Service populate when charging a client. If the catalog is empty, Overview directs you to Settings to add Services first. Those Services then appear for every client. If an old charging profile could not be matched to a catalog Service, Add Charge asks you to choose a Service each time until you set a Primary Service on the client’s profile. See Customize Services for a client for step-by-step instructions.

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Adding charges

The Add Charge drawer starts with a Service picker:

1. Choose the client and clinician, if you bill for a teammate.
2. Choose a Service—catalog items, plus One-time charge at the top for something that is not in the catalog.
3. The fields fill in from that Service. You can still edit this charge only; your edits do not change the catalog.

Billable catalog Services lock to a Service charge and prefill the amount, code, and location. Non-billable catalog Services are Self-Pay only. Insurance billing, codes, and superbills do not apply. One-time charge is free-form. You can make it a billable Service charge, a non-billable Service charge, a no-show, or miscellaneous. It is not saved back to the catalog unless you add an equivalent Service later. Practice administrators who select a different clinician on the team load that clinician’s catalog. Client-specific prices apply only when that clinician already works with the client. From the Service picker and similar empty states, Manage services opens the catalog so you can add or fix Services without losing your place. See Charging clients for the full workflow.

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Benefits widget

The benefits widget now lists Services directly from each clinician’s catalog. You no longer maintain a separate set of marketing rates for the widget. See How to set up the Thrizer Widget for setup and sharing instructions. Visitors see the catalog list price, not any client’s customized rate. Each team member shown on the widget displays their own catalog of billable and non-billable Services. Two clinicians on the same team can show different Services. Non-billable Services still appear in the list. If a visitor selects one, the widget explains that it is not billable to insurance and does not run a benefits check. A clinician with an empty catalog does not appear on the widget, even if they are marked to show. Add at least one Service in Settings → Services, or from My Team for a teammate, before they will appear.

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Practices and teams

Practice administrators and team owners can open and edit a teammate’s catalog from the My Team page in their portal. On the Benefits page, the team list controls who appears on the widget and in what order. Drag to reorder the displayed members; that order is saved. Service definitions are edited in the catalog, not in the team member’s rate drawer. Non-clinical staff can still manage widget visibility. They do not have access to the teammate catalog editor.