What your practice can check
Clinicians, staff, practice administrators, and team owners with access to the connected client and permission to view transactions can open Clinician Portal → Clients → select the client → Payments to review that client’s transactions. The list shows the transaction date, amount, status, charge type, and appointment date. Select a transaction to see details, including its billing type, payment status, and any refunded amount. Permitted practice members can also review transactions under Clinician Portal → Transactions → Payments. That practice-wide page offers individual superbill exports; batch export is on the client’s Payments tab. If the client needs a superbill for an eligible appointment payment, clinicians, staff, practice administrators, and team owners with the required access can use Generate Superbill from the client’s Payments tab. Staff members can use the eligible payment row’s Export Superbill action under Transactions → Payments, then choose Download or Email to client. Staff with the required access can also generate a batch from the client’s Payments tab. Filtering Transactions to one client does not add its batch control. A generated superbill is a document; it does not submit a claim through Thrizer. See Self-Pay and superbills for the full workflow.What your client can see
Your client can open Client Portal → Payments to review payments made through Thrizer. The list shows the transaction date, clinician, appointment date, charge type, provider fee, and charged amount. They can search by clinician name or use Filter Payments to narrow the list by transaction or appointment date, charge type, billing type, or clinician. The client selects a row to see its payment details; View Claim appears there when a related claim is available. The client can use Export CSV for a transaction list matching the current filters. Don’t use that file as a receipt, superbill, or supporting document for an FSA, HSA, or HRA administrator.When a superbill is available
Thrizer supports generating a superbill for an otherwise eligible Confirmed Billable Service appointment payment, including Self-Pay and OON Billing. A Non-billable Service is excluded from superbills. On the client’s Payments page, Generate Superbill uses the currently applied filters to find eligible payments. The client can choose to download the PDF or send it to their account email. A row’s Export Superbill action appears only for an eligible Confirmed payment; pending, failed, refunded, or partially refunded rows do not show it. If the filtered selection has no eligible payment, check the filters, including any Billing Type filter, Billable Service status, and payment status before trying again. For OON Billing, Thrizer submits an eligible claim as part of the clinician’s charge workflow. A document export is separate from that submission; the client should not submit the same insurer claim again. For Self-Pay, the client can submit an available superbill independently if they choose to seek reimbursement. Generating the document never submits a claim through Thrizer. See Self-Pay and superbills for the complete eligibility and submission distinction. If an FSA, HSA, or HRA administrator asks the client for documentation, the client can use an available superbill for an applicable transaction and confirm with that administrator what it accepts. Thrizer does not create a separate FSA, HSA, or HRA form, and having a superbill does not guarantee reimbursement or administrator acceptance. See Payment methods for card use; the card used to pay does not itself create an insurance claim.What you can share with your client
Use this when the client wants to review a payment or obtain an available superbill. Your practice can also generate eligible documents using the actions above.You can review your session payments under Payments in your Client Portal. Search or filter the list to find a session and select it for details. For an eligible appointment payment, you can generate a superbill there and download it or email it to yourself. Downloading a superbill doesn’t submit an insurance claim. If the session already has an insurance claim, don’t submit the same claim again.