Adding and managing payment methods

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Before you start

Use Payment Methods to manage the cards your clinicians can charge through Thrizer. As of August 27, 2026, payment methods are saved per practice. A card you save for one practice can only be charged by that practice. You can add and manage payment methods for a practice only while you are connected to that practice.

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Where to go

Go to: Client Portal → Settings → Payment Methods The page shows a section for each practice you are connected to. Each section lists the cards saved for that practice. You can also open a practice’s payment methods from that practice’s entry under Client Portal → Clinicians. If a practice archives your connection, that practice and its payment methods are removed from your Payment Methods view. This does not delete your Thrizer account or your past charges and claims.

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What you can do

The Payment Methods page lets you:

• View the cards saved for each practice
• Add a new payment method for a practice
• Set a saved card as the default for a practice
• Delete a saved payment method from a practice

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Payment methods are saved per practice

Your providers charge the cards you save for their practice. Saving a card under one practice’s section does not make it available to any other practice. If you see more than one practice, you can use the same physical card at each of them. Add the card separately under each practice’s section. This is expected, not an error. Thrizer carried cards you saved before August 27, 2026 over to every practice you were connected to at the time. Those practices can keep charging the card you already had on file. Cards added after that date belong only to the practice you add them under.

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Add a card

In the section for the practice you want to pay, select Add Card to open the add-card drawer, then enter your card details. After you add the card, Thrizer saves it for future payments from that practice. You can type the expiration date the way it appears on the card. The field formats it to MM/YY as you type, so 1230, 12/30, and 12/2030 all work. If a field needs attention, the form shows a message under that field when you leave it. For example, Enter a valid expiration date (MM/YY) means the value is not a recognizable date, and This card expiration date has passed means the card is expired. If the card number or security code is incomplete, a hint such as Check the card number and CVV appears. Fix the named field and the message clears, which re-enables Save Card.

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Set a default card

Use Set as default to make a saved card the default payment method for that practice. Each practice has its own default.

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Delete a card

Use Delete on a saved card to open a confirmation modal. Confirm the deletion to remove the card from that practice. Deleting a card removes it only from the practice you delete it under. If a card you saved before August 27, 2026 appears under more than one practice, delete it under each practice where you no longer want it charged.

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Bank accounts are not payment methods

Session charges require a saved card. You cannot add a bank account as a payment method, and your reimbursement bank account cannot be used to pay charges. See Reimbursement bank account for how reimbursements are received.

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HSA and FSA cards

Thrizer accepts HSA and FSA cards as payment methods. Add an HSA or FSA card the same way you would add any other card under Client Portal → Settings → Payment Methods. If your HSA or FSA administrator asks for documentation to substantiate the expense, generate a superbill from Client Portal → Payments → Generate Superbill. You can then submit it for HSA or FSA reimbursement.

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Can I use an HSA or FSA card?

Yes. Thrizer accepts HSA and FSA cards as payment methods. Add the card the same way you would add a regular credit or debit card. Whether a specific HSA or FSA card successfully pays for a given service depends on your HSA/FSA administrator’s rules for eligible expenses. Thrizer does not control HSA/FSA eligibility decisions. If your HSA/FSA administrator declines the charge, add a different card and ask your clinician to retry the charge. For FSA or HSA reimbursement documentation, generate a superbill from Client Portal → Payments → Generate Superbill. See Viewing payments and generating superbills for how this works.

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Failed payments

A charge requires a valid payment method on file for the charging practice. If your payment method fails, no payment is collected and no claim is submitted for that charge. Add or update a valid payment method for that practice before your clinician retries the charge. If saving a new card fails, the add-card drawer shows an error message and announces it to screen readers. Correct the field the message points at and select Save Card again. A failed attempt does not block retries.