Before you start
Add a client and connect them to your practice from Clinician Portal → Clients → Add Client. A client cannot independently create a client account or add your practice. Use Adding and managing clients for the full practice workflow. The invitation gives the client access to the connection in their Client Portal. They do not need to accept it or sign in before you complete supported billing setup, provided all other requirements are met.What you can check or do
When helping a client access or review their connection, confirm the email address you entered and check their status in Clinician Portal → Clients. If they cannot find the invitation, ask them to search that inbox and its spam or junk folder for Thrizer or your practice name. If they have already completed registration, direct them to sign in to the Client Portal using the same address. An unfinished registration still needs its invitation link. If the invitation is missing or expired, or the client needs a portal-access email, use Clients → Actions → Send login link. It sends a setup link for an unregistered client and a portal-access email for a registered client. It does not change the connection or account email. Follow client access and invitation recovery for complete steps and the separate password-reset action.What your client sees
Your client can open Client Portal → Clinicians in their own account. The list shows the clinician, email, practice, Billing Type, connection status, and available actions. They can select a clinician to see connection and practice details. For a pending invitation, the client can select Accept or Decline from the row or details view. The client may also use Remove on a connected clinician. These are client actions in the Client Portal; they are different from your practice’s client-list actions. Removing a connection does not delete past charges or submitted claims. It does not refund a payment or withdraw a claim. Contact Support through your account if an existing charge or claim needs review. The client can use one client account with more than one clinician or practice. They do not need a new account for each connection. See Manage client payment cards for how saved cards remain specific to each practice.What you can share with your client
Use this when the client wants to review the connection or needs help accessing their portal; accepting the invitation isn’t required before supported billing setup.I’ve set up your record for our practice using the email address you gave me. Use the registration link in the invitation if you have not finished setting up your account. Once you can sign in to your payment portal, open Clinicians to view our connection. If the invitation is pending, you can accept or decline it there. If you can’t sign in, check your inbox and spam folder for the invitation. Let me know if it’s missing so I can check the address and help you get access.