Getting Started as a Client

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Short answer

Thrizer helps clients manage out-of-network payment and claim workflows. Your exact workflow 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 claim workflows.
3. Add a payment method so your clinician can charge you through Thrizer when needed.
4. Add a reimbursement bank account if reimbursements should be routed 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 and pending actions. It can show:

• Welcome message
• Account Summary
• Pending Actions
• Add Payment Method prompt
• Announcement banner
• Dismiss active announcements

When an active announcement appears, you can dismiss it from Home. Home also includes quick actions for:

• Upload Superbill
• Manage Payment Methods
• Edit Insurance
• View Claims

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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
• Open claim details
• Upload a superbill
• Add a claim manually when insurance requirements are met
• Link insurance if a claim workflow requires verified insurance

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Payments

The Payments page lets you:

• View payment history
• Filter payments by clinician name
• Open payment details
• Export payments
• Generate a superbill when that workflow 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.