Upcoming changes
Upcoming fee changes · Effective November 2, 2026
New fees starting November 2, 2026
Card-processing and out-of-network billing service fees will change on November 2. Review the planned transition, your client pricing, and any client communication needed. New pricing settings are planned before the effective date; a Portal notification will confirm availability.Read the fee-change announcement · Pricing effective November 2 · Earlier pricingRecent product updates
September 20, 2026 — Zia in the Client Portal and clearer rejected-claim guidance
New features
Zia, the automated support assistant, is available in the Client Portal
Clients can now open Zia, Thrizer’s automated support assistant, from the floating chat launcher or Chatbot page in the Client Portal. Zia is available throughout the signed-in Client Portal.Zia can help you understand how Thrizer works, what your payment options mean, how benefit checks and claims are handled, and where to go in your portal for common tasks. Zia shows its opening message the first time you use it.Who this affects: clients signed in to the Client Portal.Why it matters: you can ask a question and get a plain-language answer without leaving the page. Zia can also involve Thrizer support on your behalf when the question needs a human. Zia is automated; conversations may be logged and reviewed by Thrizer to improve support.What to do: open the Client Portal and select the floating chat launcher or Chatbot page to start a conversation. When Zia cannot resolve an account-specific issue, ask Zia to send a support request or use Help → Message Us. See Troubleshooting and support.Updates
The Client Portal explains when a claim was rejected before adjudication
The Client Portal’s claims list now shows This claim was rejected before adjudication. for rejected claims instead of a bare Rejected label. The Client Portal does not show the specific rejection reason. Your clinician can see more detail in Clinician Portal → Claims and determine the next step; if support review is needed, use Help → Message Us.Who this affects: clients viewing their claims in the Client Portal.Why it matters: you can tell that a rejection is not the same as a denial and know where to go for the next step.Open the standalone updateSeptember 17, 2026 — Practice profile step and role-based service providers
New features
A short practice profile step during onboarding
Owners and Practice Administrators now answer two questions about the practice while completing onboarding in the Clinician Portal:- What is your average monthly credit card processing volume? Include all card volume across every processor, not just Thrizer. An estimate is fine.
- How many clinicians are in your practice? Count Owners and clinical staff, including part-time clinical staff. Do not count front-desk or administrative staff.
Updates
Service provider eligibility now follows the seat’s role
Who a Practice Administrator can assign as a client’s service provider is now decided by the team member’s role, not a separate on/off setting:- Team members with a Staff role are never service providers and cannot hold a Services catalog. To make a Staff seat assignable, change their role to a clinician-tier role.
- Team members with any clinician-tier role (for example, Team Owner, Practice Administrator, or Clinician) are always service providers.
- The Service Provider column and per-row Service Provider action on Clinician Portal → Team.
- The Service Provider checkbox on the invite-team-member form.
- The Service Provider status editor on a teammate’s profile.
September 16, 2026 — Card billing address, clearer rejects, superbill address
New features
Add a billing address to certain saved cards
Some clients’ saved cards now include a billing address field. When you save a new card on one of those payment routes, you enter the address on file with the card issuer along with the card details.For cards saved before this change, Thrizer shows a No billing address badge on the card in the Client Portal at Client Portal → Settings → Payment Methods. Select the badge to add the address to that card. The same prompt appears at charge time so it can be added before the charge is placed.Who this affects: clients whose card is stored with the payment route this applies to, and the clinicians who charge them. Most saved cards are unaffected and continue to work without any change.Why it matters: Thrizer saves the billing address with the card so it can be used for address verification when supported.What to do: if you see the No billing address badge on one of your saved cards, select it and enter the billing address as it appears on your card statement. See Adding and managing payment methods.Updates
More rejection reasons show up in the claim drawer
The claim drawer for a Rejected claim already shows a plain-language reason built from the payer’s rejection codes. Some rejections did not include those codes but still came back with a short status message from the clearinghouse. That status message now appears as a second sentence after the reason in the claim drawer.The client claims list’s Result column keeps the shorter labels. Open the claim drawer to see the fuller reason. The Client Portal continues to show a generic rejected message with no codes or status text.Who this affects: clinicians and practice teams reviewing rejected claims in Clinician Portal → Claims.Why it matters: rejections that used to read as generic now include the reason the clearinghouse returned, so you can act on more of them without contacting support. See Claims and superbills for clinicians.Bug fixes
Generated superbills use the practice mailing address when one is set
The provider address on a Generate Superbill or Export Superbill PDF now uses your practice’s Mailing Address when it is complete, and falls back to the Business Address otherwise. This matches the rule Thrizer already uses for submitted claims. Previously the superbill used the Business Address even when a complete Mailing Address was on file.Who this affects: clinicians who set a separate Mailing Address in Practice Settings and generate superbills for Self-Pay charges.Why it matters: the address a client sees on their superbill PDF now matches the address Thrizer submits on their behalf on out-of-network claims. See Clinician-generated superbills.Open the standalone updateSeptember 15, 2026 — Review Services after reassigning a client
Updates
Review Services and prices after reassignment
When a practice administrator reassigns a client to another clinician, Thrizer clears the client’s Primary Service and customized Service terms for that relationship. Services belong to each clinician, so these settings do not transfer to the new clinician.This applies to individual client reassignment and to clients reassigned when removing a team member. The reassignment confirmation explains that these settings will be cleared.Before the next charge, open Clinician Portal → Clients, select the client, and go to Overview → Services → Manage. Review the new clinician’s Services and prices, select a Primary Service, and set any client-specific terms needed.Without client-specific terms, the new clinician’s catalog defaults apply. If no Primary Service is set, choose a Service when creating each charge.See Customize Services for a client for the full steps.Open the standalone updateSeptember 13, 2026 — Crop your profile photo in a modal
New features
Crop your profile photo in a modal
Uploading a profile photo from the Clinician Portal now opens a full modal instead of an inline editor that pushed the rest of the header aside. From the modal, you can:- Drag and drop an image, or browse for one from your computer.
- Preview the image and adjust the crop to fit the circular avatar before saving.
- Replace or remove the current photo.
September 12, 2026 — Reimbursement methods and Services
New features
Thrizer now separates Billing Type from Reimbursement Method and connects each clinician’s Services catalog to client terms, charges, and the benefits widget.- Billing Type is Self-Pay or OON Billing.
- For OON Billing, the Reimbursement Method is Check, Bank, or Instant Reimbursement.
- Services, client-specific terms, and Primary Services replace charging profiles.
- Existing clients keep their billing setup.
- This release does not change current fees.
September 1, 2026 — Clearer card entry and error messages
New features
Expiration date formats itself as you type
The Expiration Date field in the add-card form now accepts natural typing and formats the value to MM/YY for you. Type1230, 12/30, 12/2030, or a single-digit month like 9/29, and the field settles on the right format. Previously the field only accepted a pre-slashed MM/YY value, and Save Card stayed disabled without explanation if the format was off.This applies everywhere the add-card form appears: Client Portal → Settings → Payment Methods, client onboarding, and the client detail page clinicians use to add a card on a client’s behalf.Who this affects: clients adding a card, and clinicians or practice staff adding a card for a client.Why it matters: you can type the expiration date the way it appears on the card instead of guessing the required format.Per-field validation messages in the add-card form
The add-card form now tells you exactly which field needs attention when you leave it:First name is requiredandLast name is requiredon the cardholder name fieldsExpiration date is required,Enter a valid expiration date (MM/YY), orThis card expiration date has passedon the expiration fieldEnter a valid card numberandEnter a valid security codeon the card number and CVV fields, with a hint such asCheck the card number and CVVwhen those fields are left incomplete
Bug fixes
Failed saves no longer leave Save Card stuck
Previously, if saving a card failed once, an error message could stay on screen and keep Save Card disabled even after you fixed the problem. The message now clears when you correct the field, and you can retry the save.Card expiration dates save correctly
A processing issue could leave the expiration date missing from a card’s saved details even though the card itself saved and could be charged. The expiration date you enter is now stored correctly with the card.Open the standalone updateAugust 28, 2026 — Claim rejection reasons and next steps
New features
Specific rejection reasons on rejected claims
Rejected claims in the clinician dashboard now show a specific reason instead of a generic rejected message. Thrizer translates the rejection codes returned by the clearinghouse or payer into plain-language labels. The label combines the rejection category (for example,Rejected for invalid information), the field that failed (for example, Entity NPI), and who the field belongs to (for example, Billing provider).This covers both clearinghouse rejections and payer-level rejections, so claims a payer turns away before making a coverage decision now show a reason too.Who this affects: clinicians and practice teams reviewing rejected claims.Why it matters: you can see which field caused the rejection without contacting support, and decide whether to fix a practice or client detail or escalate.Next-step guidance on common rejections
For the most common rejection patterns tied to practice details, the claim drawer now explains what went wrong and what to do next. For example, an NPI rejection reads:Invalid or unrecognized NPI. Confirm the practice NPI in Account Settings. If it is already correct, check registration status with the plan. Similar guidance covers Tax ID, address, and plan-enrollment rejections.The client claims list’s Result column keeps the shorter code labels. Open the claim drawer for the fuller guidance. The Client Portal continues to show a generic rejected message without codes or guidance.See Claims and superbills for clinicians for the full list of reason labels and next steps.Who this affects: clinicians and practice teams acting on rejected claims.Why it matters: the most frequent rejections are fixable in your own settings. The guidance tells you exactly which field to confirm before involving the payer or support.Open the standalone updateAugust 27, 2026 — Payment methods saved per practice
New features
Payment methods are scoped to each practice
Client payment methods are no longer one shared wallet across every clinician a client works with. Each practice now holds its own set of saved cards for a client:- Client Portal → Settings → Payment Methods shows a section per practice, with that practice’s cards, default, and add-card action. A practice’s payment methods can also be opened from its entry under Clinicians.
- A card saved for one practice does not appear at, and cannot be charged by, any other practice. Clients who see multiple practices add the card separately for each one.
- In the Clinician Portal, the client detail Payment Methods view and the Add Charge payment method picker show only the cards on file for your practice.
Updates
Existing cards carried over to connected practices
Thrizer carried cards saved before August 27, 2026 over to every practice the client was connected to at the time, so those practices can keep charging the card already on file. A carried-over card can appear under more than one practice. Deleting it removes it only from the practice it is deleted under, so clients remove it per practice. Cards added from August 27 onward belong only to the practice they are added under.Bank accounts cannot be added as payment methods
Session charges require a saved card. Adding a client bank account as a payment method is not offered. Reimbursement bank accounts are unaffected and continue to receive reimbursements. See Reimbursement bank account.Open the standalone updateAugust 26, 2026 — Charging requires Tax ID and address
Updates
Charging now requires a valid Business Tax ID and a complete practice address
Add Charge is now blocked until your practice has both of the following on file, in addition to an Approved business verification status:- A valid 9-digit Business Tax ID (EIN or SSN).
- A complete Business address: street, city, state, and ZIP.
- Business address: a Practice Administrator can fix it in Settings → Practice Settings → Business address. The Re-enter your practice address banner, when shown, deep-links straight to the address editor.
- Business Tax ID: approved practices cannot edit the Tax ID themselves. Contact Thrizer support through your Thrizer account.
Add Charge fails closed when readiness can’t be verified
If Thrizer temporarily cannot load your practice’s charge readiness, Add Charge now stays disabled until the check succeeds, instead of falling back to business verification status alone. Refresh the page or try again in a moment.Missing practice address banner mentions charging
The Re-enter your practice address banner now says the address is needed to continue charging and submitting out-of-network claims. The banner no longer appears when your practice can already charge.Open the standalone updateEarlier updates by month
Every earlier release remains available at its original dated URL.August 2026
- August 18: Incomplete practices name unmet fields — Practice Settings named the exact rows a practice still had to complete before submitting for review.
- August 18: Plan-specific benefits and registration — Benefit results and reminders followed the client’s specific plan, and plans without out-of-network billing could no longer be linked.
- August 15: Assignment and patient paid on claims — Box 27 assignment of benefits and box 29 patient amount paid now flow through to payers on submitted claims.
- August 13: Retry notice for temporary payer errors — Temporary payer outages now show retry guidance instead of a denial-style result.
- August 13: Rendering NPI set on sole-prop claims — Sole-proprietor claims always include the rendering clinician’s Individual NPI in box 31.
- August 13: Defer practice setup during signup — Clinicians can save their account and resume practice setup later.
- August 12: Staff and Clinicians can export payments — Staff Members and Clinicians can download filtered payment CSVs.
- August 9: Find BCBS by brand name in payer search — Payer search recognizes common Blue plan brand names.
- August 8: Future-dated claims held for submission — Future service dates no longer trigger immediate claim submission.
- August 8: Upload Superbill retired for clients — Client-side superbill upload was removed.
- August 7: Mailing address and Team Owner prompts — Claim-address behavior, sole-proprietor billing names, and ownership notices were clarified.
- August 6: Business address gets a suite line — Practice addresses gained structured unit and mailing-address fields.
- August 5: Team Owner transfer and login restored — Ownership transfers gained confirmation and affected clinician logins were restored.
- August 3: Team-member invite resend now works — Resent and relinked invitations correctly connect clinicians to practices.
- August 2: Thrizer Pay follows the matched Blue plan — Availability follows the specific Blue plan resolved from the Member ID.
July 2026
- July 31: Member ID format and BCBS claim routing — Member IDs gained validation and Blue claims gained plan-specific routing.
- July 30: Higher session-rate cap on request — Practices can request a higher Clinician Portal charge cap.
- July 29: Claims can bill under the practice — Supported payers can use the practice as the billing provider.
- July 28: Address banner and claim creator — Practice-readiness warnings and claim-creator details became more visible.
- July 22: Client-submitted claims are winding down — Client claim entry was removed ahead of superbill-upload retirement.
- July 20: Session location sets place of service — The selected session location now determines the insurance place-of-service code.
- July 17: Team Owner role and insurance payer fix — Practices gained a single ownership role and more reliable payer routing.
- July 15: Refund and Thrizer Pay checkout fixes — Recent-charge refunds and eligible Thrizer Pay checkout behavior were repaired.
- July 14: Thrizer Pay restored and onboarding fixes — Eligibility evaluation and several portal workflows were corrected.
- July 13: Superbill redesign and Payments filters — Superbill delivery and payment filtering gained new options.
- July 6: Widget setup checklist and payout exports — Widget onboarding and per-payout CSV exports were added.
June 2026
- June 29: Send login link for existing clients — Clinicians can send clients a direct Client Portal login link.
- June 22: Insurance billing date restriction — Insurance payment types were limited to current or next-day sessions.
- June 17: Referral program credit at onboarding — Eligible referral codes began applying clinician processing-fee waivers.