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Before you start

Thrizer helps you manage out-of-network payments and claims. How this works depends on your clinician, your insurance, and the payment type used for care.

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Main setup steps

Start with these items:
  1. Create or sign in to your client account.
  2. Add your insurance plan if you want Thrizer to check out-of-network benefits or support claims.
  3. Add a payment method so your clinician can charge you through Thrizer when needed.
  4. Add a reimbursement bank account if Thrizer should send reimbursements to you.
  5. Review clinician connections if a clinician invited you to connect.

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Home

The Home page shows your account summary at a glance. It can show:
  • Welcome message
  • Pending actions, including pending clinician invitations
  • Quick actions to jump into common tasks
  • Account Summary with connected clinicians and year-to-date payment and claim totals
  • Upload Superbill action
  • Announcement banner
Quick actions link to payment methods, insurance, and claims. You can also start a superbill upload from Home with Upload Superbill. When an active announcement appears, you can dismiss it from Home.

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Settings

Settings includes:
  • My profile
  • Insurance plan
  • Payment methods
  • Reimbursement bank
Use Settings to edit profile details, manage insurance, add cards, and manage reimbursement bank information.

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Claims

The Claims page lets you:
  • View your claims list
  • Search claims by clinician name or claim number
  • Open claim details
  • Upload a superbill (available in the Client Portal until August 9, 2026)
  • Link insurance if uploading a superbill requires it
Manual claim entry (Add Claim) has been removed from the Client Portal. If your clinician uses OON Pay or Thrizer Pay, they submit claims automatically. Otherwise, use Upload Superbill while it is still available, or contact help@thrizer.com.

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Payments

The Payments page lets you:
  • View payment history
  • Search by clinician name and filter by clinician
  • Open payment details
  • Generate a superbill when that option is available

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Clinicians

The Clinicians page shows clinicians connected to your account. You can view clinician details and respond to pending invitations with Accept or Decline.