Track client claims and find superbills

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What your practice can check

Start with how the session was billed. An eligible OON Billing charge starts the automatic claim process after successful payment, subject to the Date of Service and required claim information. Self-Pay does not create an insurance claim. See How Thrizer submits insurance claims for the complete submission rules. Clinicians, staff, practice administrators, and team owners with access to the connected client and permission to view claims can open Clinician Portal → Clients → select the client → Claims to review the submission date, claim number, appointment date, status, and result. Open a claim for its details. If your account cannot access the client or claim, ask an authorized practice team member to check it.

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Where your client can see claims

Your client can open Client Portal → Claims to see claims submitted through Thrizer, including older manual claims. The list shows Submission Date, Claim #, Appointment Date, Clinician, Amount, Status, and Result. They can search by clinician name or claim number, use Filter Claims to narrow by submitted date or status, and select Claim # to open the details drawer. A full clinician name, such as Jane Smith, works too. Clear Filters removes the list filters.

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If an automatic claim is missing

Check the corresponding session under Clinician Portal → Clients → select the client → Payments, then compare its billing type, payment status, and appointment date with the claim list.

• The payment failed: Resolve the payment issue and follow the failed-payment steps for a new charge attempt. A failed payment does not submit a claim.
• The session was Self-Pay: There is no automatic claim. Use the superbill instructions below if the client wants to submit independently.
• The Date of Service is tomorrow: The charge can process, but the claim is held until the service date is no longer in the future.
• Required claim information is missing or incompatible: Check the charge’s required client, clinician, diagnosis, and Service information. Follow claim and billing limitations for unsupported cases and Support review of a charge entered incorrectly.
• The claim needs Support review: Contact Support through your account if the expected claim is still missing or its next step is unclear.

Do not create another charge just to make a missing claim appear. Support can review the affected charge and claim.

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What a rejected claim means

A rejection means the claim was turned away before a coverage decision; it is different from a denial after insurer review. The client sees a generic rejected message. Your practice’s claim details show the specific reason when one is available. Check that reason, correct any inaccurate client or practice record you manage, and use Support review for charge or claim edits when the charge itself needs a correction. Updating a record doesn’t confirm that an existing claim has been corrected or resubmitted. See Claims and superbills for clinicians for the rejection messages and next steps. Your client can also contact Support directly through their account; they do not have to obtain your approval.

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If insurance changes after claim submission

Ask Support to review the affected claim with the updated insurance information. Follow insurance changes after submission for the review’s conditions and limits.

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When your client needs a superbill

For an otherwise eligible Confirmed appointment payment using a Billable Service, your practice or the client can generate a superbill PDF. This includes eligible Self-Pay and OON Billing payments. Generating it creates a document, not a claim submission. A Non-billable Service is excluded. For Self-Pay, the client can use it for an independent submission. For an OON Billing session already submitted through Thrizer, do not submit the same insurer claim again. Use View client payments and generate superbills for the role-specific practice actions and client Payments → Generate Superbill steps. Review the filters before a batch export. Self-Pay and superbills explains the document and outside-insurer submission.

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If the client has a superbill from another provider

The client submits it directly to their insurer. Thrizer does not accept or submit client superbills through the portal, email, or another channel. Client-side Upload Superbill and Add Claim were retired on August 9, 2026. Claims submitted before that date continue to process normally and remain visible under Client Portal → Claims. A historical service date does not make a new upload eligible. See the submission guide.

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What you can share with your client

Use this when the client wants to review a claim or asks about a missing or rejected claim.

You can review claims under Claims in your payment portal. Search by my name or the claim number, then select the claim number for details. You don’t need to upload a superbill for an eligible session billed through OON Billing. If a claim is missing or rejected, let me know which session it concerns so I can check the details in our account, or contact Support through your account.

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