Set up a client and understand their portal

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Before you start

Start by adding the client to your practice. You can prepare billing without waiting for them to accept an invitation or sign in, as long as the charging requirements are met. Their portal lets them review information and complete tasks that need their participation. Clients can’t create their own account or add your practice themselves. For your own practice setup, use Getting started as a clinician.

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Set up the client record

Open Clinician Portal → Clients → Add Client. Enter the client’s first name, last name, and email, and select the appropriate clinician where your role allows it. Confirm the email address with the client.

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What happens when you add the client

Thrizer creates the client record and clinician-client connection used for billing, makes the client available in your client list, and sends an invitation for portal access. The invitation gives the client a way to access their information; accepting it does not create the practice-side record or establish billing eligibility. For a minor or dependent, follow the separate-account and guardian setup guidance before adding them.

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Decide which client action is needed

If insurance information needs a correction, clinicians, staff, practice administrators, and team owners with permission to edit the connected client’s insurance can open Clinician Portal → Clients → select the client → Insurance → Edit Insurance Plan. Editing the information is separate from verifying benefits or meeting billing requirements. If the edit is unavailable to your account, ask an authorized practice team member to make it. Choose the situation that applies to your client. They don’t need to complete every task in this table.

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Help with portal access when needed

When your client needs portal access and the invitation is missing or expired, confirm the email address and use Clients → Actions → Send login link. For a client who has not registered, this sends a replacement setup link; for a registered client, it sends a portal-access email. Follow client access and invitation recovery for the complete steps and the separate password-reset action. For language about your services, billing choices, and estimated costs, see Explain your services and payment options.

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What you can share with your client

Use this only when the client needs access to their payment portal. Request any insurance, card, or bank task separately when it applies.

For the step we discussed, use the setup link in your invitation if you haven’t finished registering. Check the email address we confirmed. The invitation may identify Thrizer, our payment processor. Once you’re registered, sign in at client.thrizer.com using that address. Let me know if you can’t find the invitation or need a hand.

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Where your client can find things

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Home

Client Portal → Home shows the client’s account summary, pending actions, and shortcuts to common tasks.

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Settings

Client Portal → Settings contains profile details, insurance, payment methods, and reimbursement bank information. These links open the client’s portal, not your practice account.

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Claims

Your client can view claims and open claim details under Client Portal → Claims. For eligible OON Billing charges, Thrizer submits claims through the charging process; your client does not need to submit the same claim separately. Client-side Upload Superbill and Add Claim were retired on August 9, 2026. A superbill from a provider who is not on Thrizer should be submitted directly to the insurer. See Claims and superbills for the client-side explanation and historical claims.

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Payments

Client Portal → Payments lets your client view payment history and details, and generate a superbill when that option is available.

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Clinicians

Client Portal → Clinicians shows the client’s connected clinicians and pending invitations. See Clinician connections for details.

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If client portal access is blocked

Confirm the invitation email address first. If the client still cannot access the account or find the connection, contact Support through your Thrizer account about the issue. Follow access and Support guidance for the available direct client Support route. For payment or reimbursement setup, use the linked task guide so the next step matches the problem.