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Before you start

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 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 Details
    • First Name
    • Last Name
    • Date of Birth
  • Policy Details
    • Insurance Provider
    • Member ID
After you save, Thrizer stores the updated insurance information and shows a success confirmation.

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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
Like any benefit check, results are estimates — insurance carriers determine final coverage.

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Why insurance matters for claims

Some claim processes require linked insurance. On the Claims page, Upload Superbill is only available when insurance is linked to your account. If insurance is not linked, use Link insurance to go to insurance settings. A failed automated benefit check does not mean coverage was denied. It usually means the insurer did not return enough information through the automated check. 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 the full list of common reasons and what manual verification can confirm, see Manual benefit checks.

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What does “add a provider” mean?

The word “provider” can mean different things in Thrizer. If you want to add a provider, select the path that matches what you mean:
  • Insurance provider (payer). The insurance company on your insurance card. Add or update this from Client Portal → Settings → Insurance plan. See Insurance fields above.
  • Clinician (therapist). You generally connect to a clinician by accepting their invitation. See Clinician connections.
  • A provider who is not on Thrizer. You can still submit a claim for their sessions by uploading a superbill from Client Portal → Claims. Client-side superbill upload is available until August 9, 2026. See Claims and superbill uploads.
If you are a clinician trying to add a clinician or team member to your practice, see Team members.

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.