Find the right client task
Find the next step for a client’s billing or account question. These guides explain what you can check, what your client sees, and when they need to act. Client Portal links show where to direct them; they don’t give you access to their account. Adding the client record does not require the client to finish portal registration before you complete supported billing setup. See client setup and portal guidance for billing requirements and client-only steps. Clients who use their portal retain direct Support access.Manage the client record and portal access
Set up a client and understand their portal
Prepare the client record and billing, and help with portal access when needed.
Help with clinician connections
Check an invitation and explain how the client views, accepts, or declines a connection.
Help with account settings
Check supported practice actions and guide the client through profile, password, and other settings.
Help with insurance and claims
Can my client use insurance with Thrizer?
Explain when a client can use insurance and what benefit checks can and cannot confirm.
Help with insurance details
Check or correct supported insurance details and identify when the client needs to provide information or act.
Claims and superbills
Help a client find claim details and explain the retired client-side superbill upload.
Review payments and reimbursement
Help with payment methods
Check cards for your practice and explain which card actions your client can take.
Help with payments and superbills
Review a client’s transactions and explain payment history and eligible appointment superbills.
Help with reimbursement bank setup
Explain when a client needs a reimbursement bank and how they can add or update it.
Estimates and reimbursement
Explain estimated costs, deductibles, coinsurance, and claim outcomes to a client.
Resolve a problem
Troubleshooting and support
Find guidance for benefit-check failures, claim delays, account changes, and Support requests.