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View or update your insurance from: Client Portal → Settings → Insurance plan You can also reach insurance settings from the Claims page. When Thrizer asks you to link insurance, select Link your health plan to open insurance settings.

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Insurance fields

When editing an insurance plan, the Insurance Information form is split into two sections. Subscriber Details:
  • First Name
  • Last Name
  • Date of Birth
  • Relationship to Subscriber
  • Primary Holder First Name
  • Primary Holder Last Name
  • Primary Holder DOB
Policy Details:
  • Insurance Provider
  • Member ID
If you are the primary policyholder, select yourself as the relationship. If the plan is under someone else, such as a spouse or parent, select the correct relationship. Then enter that person’s first name, last name, and date of birth in the primary holder fields. These fields are required when the relationship is not Self. Do not replace your own name and date of birth with the primary policyholder’s information; Thrizer records the person receiving care and the policyholder separately. If you previously saved the primary holder’s name in one field, Thrizer fills the separate first- and last-name fields from that saved name when you open the form. Review both names before saving. After you save, Thrizer stores the updated insurance information and shows a success confirmation.

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Finding a Blue Cross Blue Shield plan by brand name

If you have a Blue Cross Blue Shield plan, type the brand name printed on your card into the Insurance Provider search. Examples include Anthem, Regence, and Excellus. When your search matches a configured brand alias, the matching BCBS parent payer appears at the top of the results. The result shows an Includes subtitle identifying the match so you can confirm the payer before selecting it.

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What the insurance page shows

The Insurance plan page shows your current insurance information, or an error message if the plan details cannot load. From this page you can:
  • Review your saved insurance information.
  • Select Edit Insurance Plan to open the Insurance Information form and update any field.
  • Select Save to store your changes. Thrizer shows a confirmation once the update is saved.
Like any benefit check, results are estimates. Insurance carriers determine final coverage.

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Why insurance matters for claims

Linked insurance is required for automatic claim submission. When your clinician charges you through OON Pay or Thrizer Pay, Thrizer submits the out-of-network claim only if your insurance is linked. If insurance is not linked, select Link your health plan from the Claims page to open insurance settings. A failed automated benefit check does not mean coverage was denied. If the result is an amber Unable to check benefits notice, the insurer’s automated system may have been unable to respond. This is usually a temporary payer issue, not a coverage decision. Select Try Again. Most temporary payer errors clear on a retry. If retries keep failing, or the automated check returns without enough information, manual verification may still confirm benefits. Thrizer support may ask for the front and back of the insurance card and your date of birth. For common causes and what manual verification can confirm, see Manual benefit checks.

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Trying to “add a provider”?

“Provider” can mean the insurance company, your therapist, or a therapist who does not use Thrizer. To change the insurance company or member ID, use the insurance fields above. For the other cases, see How do I add a new provider?.

What is a benefit check?

Learn what a benefit check estimates and why it is not a guarantee.

Manual benefit checks

See what happens when an automated benefit check does not return enough information.

Estimates and reimbursement

Understand how benefit estimates relate to the final reimbursement from your insurance carrier.

How do I add a new provider?

Pick the right path when “provider” could mean the payer, a therapist, or a team member.