Client reimbursement bank setup and missing deposits

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Before you start

First check which Reimbursement Method applies to the session. A bank account in Thrizer is needed when reimbursement is sent through Thrizer to your client. It is not needed for every payment or claim. See Reimbursement methods for the full explanation. Insurance determines the claim outcome and reimbursement amount; an approved claim can apply to the deductible without a reimbursement payment.

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When the client needs to enter bank details

For the Bank method, ask your client to open Client Portal → Settings → Reimbursement Bank in their own account. The following steps describe the client’s bank setup, not your practice’s payout bank.

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What the client sees and does

1. The client selects Add Bank Info, or Edit Bank Info to update an existing account.
2. The client enters Account Type, Routing number, and Account Number.
3. The client selects Save. The page then shows masked account details. Cancel leaves the changes unsaved.

A reimbursement bank is used only to receive insurance reimbursements. Session charges require a card under Payment Methods.

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If your client is waiting for a deposit

Separate a claim still being processed by insurance from a reimbursement already on its way to the bank. Insurer processing time is different from bank-deposit timing.

• No reimbursement notification yet: Review the claim-processing explanation with your client. A benefit estimate or an approved claim alone does not prove that a reimbursement payment is due or has been sent.
• A notification says reimbursement is on the way: Deposits generally arrive around 5 business days after that notification. Weekends, bank holidays, processing delays, and account issues can affect arrival. This is an estimate, not a guaranteed date.
• The bank was added after reimbursement was issued: The earlier transfer can fail or be returned. Adding a bank later does not guarantee an automatic reissue. If the reimbursement remains missing, contact Support and identify the affected reimbursement or claim so the team can review it.

Your client can look for a bank-statement description containing Checkbook or Thrizer. Descriptions vary, so match the amount and date to the expected reimbursement too.

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When to contact Support

Contact Support through your Thrizer account if your client still has a missing reimbursement after linking a valid bank, or needs help with a delayed deposit. Identify the affected reimbursement or claim. Support can check whether a transfer needs to be reissued and confirm when that’s done. If your practice receives an insurer payment intended for the client, follow Support review for reimbursement sent to the practice before deciding how to handle it.

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What you can share with your client

Use this when the agreed Reimbursement Method is Bank and the client needs to add or check their bank details.

If your session uses the Bank reimbursement method, please add or check your bank information under Settings → Reimbursement Bank in your payment portal. Adding a bank doesn’t guarantee a reimbursement or automatically resend an earlier failed transfer. If a reimbursement is still missing after you’ve linked the bank, let me know which claim it relates to or contact Support through your account.

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