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Overview

Use Settings to manage your client account details, insurance, payment methods, and reimbursement bank information.

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Where to go

Go to: Client Portal → Settings The Settings menu includes:
  • My profile
  • Insurance plan
  • Payment methods
  • Reimbursement bank

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My profile

My profile shows:
  • First Name
  • Last Name
  • Email
  • Created At
You can edit:
  • First Name
  • Last Name

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Password reset

Select Password Reset on your profile to open a confirmation modal showing your account email. Choose Send Reset Email to send the reset link, or Cancel to close the modal without sending.

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Email address

Your email address is visible in your profile. Thrizer accounts are email-bound, so the email address on an existing account cannot be edited.

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Your account and multiple clinicians

Your Thrizer client account is separate from any clinician or practice account. You can connect to more than one clinician or practice using the same client account. You do not need to create a new Thrizer account to work with a different clinician or practice. See Clinician connections for how to accept and manage connections. Use the other Settings sections to:
  • View or edit your insurance plan
  • Add, view, set default, or delete payment methods
  • Add, edit, or view your reimbursement bank account