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Overview

Use Payments to review your payment history, export your payment records, and download a superbill for your records or for reimbursement.

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Where to go

Go to: Client Portal → Payments

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Payments list

The payments list shows:
  • Date
  • Clinician
  • Amount
To narrow the list, open the Filter Payments popover and filter by Clinician. The Clinician filter is a multi-select and includes any clinicians who appear in your Thrizer payment history, even if you are no longer connected to them. Filtering by transaction status is not available on the Client Portal.

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Payment details

Select a payment row to open payment details. The details view includes an overview of the payment.

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Export payments

Use Export payments to download your payment records. This export is the standard payment record available in Thrizer and can be used for personal records, bookkeeping, HSA or FSA reimbursement documentation, or insurance reimbursement documentation.

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Using the export for HSA or FSA reimbursement

If your HSA or FSA administrator needs documentation to substantiate a session payment, export your payment records from Client Portal → Payments → Export payments. This includes sessions paid with an HSA or FSA card. Submit the export to your administrator. Your plan administrator determines HSA or FSA reimbursement eligibility, not Thrizer.

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Generate superbill

Use Generate Superbill on the Payments page to download a superbill you can keep for your records or submit for reimbursement. Whether you can generate a superbill depends on your payment type. For automatic claim payment options such as OON Pay and Thrizer Pay, Thrizer submits claims as part of the charge process, so you do not need a separate superbill. Generate Superbill is disabled when no eligible appointment charges are in scope — for example, when the filtered list contains no Self-Pay sessions. The superbill’s scope matches the filters currently applied to the Payments page. Adjust the filters first, then generate.

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Using a superbill for HSA or FSA reimbursement

If your HSA or FSA administrator needs documentation to substantiate a session payment, generate a superbill from Client Portal → Payments → Generate Superbill and submit it to your administrator. This applies to sessions paid with an HSA or FSA card as well. Your plan administrator determines HSA or FSA reimbursement eligibility, not Thrizer.

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Export a superbill for a single payment

Each eligible row on the Payments list has an Export Superbill row action that generates a superbill for just that one payment, without changing your filters. The action only appears on Self-Pay payments that are Confirmed; refunded or pending rows do not show it. Use this when you need a receipt-style superbill for one specific session. The action offers the same Download and Send via email options as the header action.