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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. Select 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 you cannot edit the email address on an existing account.

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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.

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Claim authorization

The Client Portal has a Claim Authorization screen at Settings → Claim Authorization. It shows your current authorization status, who signed it, the date signed, and the consent version. From this screen you can:
  • Sign claim authorization. Type your full name and confirm the checkbox to sign. Signing lets Thrizer submit out-of-network claims on your behalf when your clinician uses OON Pay or Thrizer Pay.
  • Revoke authorization. Revoking stops Thrizer from submitting future claims on your behalf. Claims already submitted are not affected.
Use the other Settings sections to:
  • View or edit your insurance plan
  • Add, view, set default, or delete payment methods for each connected practice
  • Add, edit, or view your reimbursement bank account