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Short answer

Use the Insurance plan area in Settings to view or update your insurance information.

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Where to go

Go to: Client Portal → Settings → Insurance plan You can also reach insurance settings from Home quick actions or from the Claims page when Thrizer asks you to link insurance before adding a claim.

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Insurance fields

When editing an insurance plan, Thrizer asks for:
  • Subscriber First Name
  • Subscriber Last Name
  • Date of Birth
  • Relation
  • Payer
  • Member ID
After you save, Thrizer stores the updated insurance information. The Member ID persists when you leave the page and return.

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What the insurance page shows

The Insurance plan page shows your current insurance plan information or an error message if the plan details cannot load. The page includes:
  • Insurance Information
  • Edit Insurance Plan
  • Save

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Why insurance matters for claims

Some claim workflows require a verified insurance link. On the Claims page, Add Claim requires verified insurance. If insurance is not linked, use Link insurance to go to insurance settings.
Benefit checks and reimbursement estimates help set expectations. Insurance carriers determine final coverage, reimbursement amounts, deductible application, claim approval, and processing time.
An automated benefit check can fail because the insurer did not return enough information, the member details did not match, the plan requires manual verification, or behavioral health benefits are managed separately. A failed automated check is not the same as a coverage denial. Support may ask for:
  • Front of insurance card
  • Back of insurance card
  • Date of birth