What Self-Pay means
With Self-Pay, your client pays the full Service amount through Thrizer. Thrizer does not submit an insurance claim or send insurance reimbursement for that payment. Insurance verification and a diagnosis code are not required to take a Self-Pay payment. A superbill is a separate document the client can use to seek out-of-network reimbursement or deductible credit directly from their insurer. Generating the PDF does not submit a claim or guarantee that the insurer will accept it. See Billing types for the complete Self-Pay and OON Billing comparison and the Pricing overview for fees and effective dates.When Thrizer can generate a superbill
Thrizer can generate a superbill for an otherwise eligible Confirmed appointment payment using a Billable Service. Export eligibility is not limited to Self-Pay: an otherwise eligible OON Billing appointment payment can also be exported. A Non-billable Service is excluded. Pending, failed, refunded, and partially refunded payments do not qualify for the per-payment export. Generating a document and submitting an insurance claim are separate actions. Eligible OON Billing sessions already start automatic claim submission through Thrizer; do not submit the same claim again simply because a superbill is available. Taking a Self-Pay payment and producing insurance documentation have different information requirements. A superbill generally needs:- provider name
- provider NPI
- tax ID or TIN
- service date
- billed amount
- diagnosis code or codes
- CPT code
How your practice can help
Clinicians, staff, practice administrators, and team owners with access to the connected client and permission to view transactions can open Clinician Portal → Clients → select the client → Payments → Generate Superbill to download an eligible superbill or email it to the client. Staff can use Clinician Portal → Transactions → Payments and select an eligible payment’s Export Superbill row action. That screen offers per-payment export. For a batch, staff with the required access can use the client’s Payments tab as described above; filtering the Transactions list to one client does not add the batch control. See Clinician-generated superbills for the complete export controls, filter scope, and delivery options.What your client needs to do
Your client can open Client Portal → Payments, review the filters, and select Generate Superbill for eligible sessions. They can download the PDF or email it to their account address. See Payments and superbills for client steps and export troubleshooting. For a Self-Pay session being submitted independently, the client sends the document directly to their insurer and follows the insurer’s submission and timely-filing requirements. Thrizer does not manage that outside claim or its reimbursement. If it was already submitted through another path, Thrizer cannot take over, correct, appeal, or reprocess it.Can a client submit a superbill through Thrizer?
No. Client-side Upload Superbill and Add Claim were retired on August 9, 2026. Thrizer does not accept or submit new client superbills through the portal, email, or another channel. This also applies to a superbill from a provider who is not on Thrizer and to a historical service date. Claims submitted through Thrizer before the retirement continue to process normally. Clients can still view them under Client Portal → Claims. See How Thrizer submits insurance claims for the submission boundary and historical claims. Your practice cannot upload a superbill on a client’s behalf for a session paid outside Thrizer. For eligible OON Billing sessions, the successful charge starts Thrizer’s automatic claim process instead; a separate client superbill is not needed.Does a superbill guarantee reimbursement?
No. The insurer decides whether the claim is accepted, denied, applied to the deductible, or reimbursed, and determines the amount and timing. An accepted claim can still pay no reimbursement if the amount is applied to the deductible. Use Reimbursement basics to explain claim outcomes and Deductibles, coinsurance, and allowed amounts for the calculation.What you can share with your client
Use this when a client wants to submit an eligible Self-Pay session to their insurer.For an eligible Self-Pay session, you can generate a superbill under Payments in your Client Portal. Download it or email it to yourself, then follow your insurer’s instructions to submit it directly. Generating the superbill does not submit that claim for you. Your insurer decides whether it reimburses the session or applies it to your deductible.