> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thrizer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started as a client

> Set up your Thrizer client account, complete onboarding steps like linking insurance and payment methods, and learn how to navigate the Client Portal.

## 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.

## 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.

## 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](/help/client/payment-methods), [insurance](/help/client/link-insurance), and [claims](/help/client/claims-and-superbills). You can also start a superbill upload from Home with **Upload Superbill**. When an active announcement appears, you can dismiss it from Home.

## 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.

## 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](mailto:help@thrizer.com).

## 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

## Clinicians

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