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Overview

Use Clients to add clients and manage client relationships.

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Add a client

Go to: Clinician Portal → Clients Select Add Client. Adding a client sends an email invitation to that client. You can also use Invite Client from Home.

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Client list

The Clients page shows:
  • Client Name
  • Clinician
  • Payment Method
  • Payment Type
  • Status

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Client filters

Use the client list filters to narrow clients by:
  • Status
  • Payment Type
  • Clinician

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Client actions

From the client list, use row actions to:
  • Pin Client
  • Unpin Client
  • Archive Client
  • Unarchive Client
  • Remove Client
  • Resend Invite
  • Send Password Reset
  • Send login link

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Client email actions

Three row actions email the client directly:
  • Resend Invite — resends the original invitation email. Available while the connection is pending.
  • Send Password Reset — sends a password reset email. Available once the client has created an account.
  • Send login link — emails the client a button that opens the Thrizer client portal. Available on pending, accepted, or archived connections. Use this when a client needs a quick way into the portal without resetting their password. It also works when the client has not yet accepted the original invitation.
If the client has no email on file, Send login link is disabled and shows a tooltip prompting you to add an email first. Update the client’s email and try again.

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Client detail page

Open a client to view the client detail page: Clinician Portal → Clients → Client The client detail page includes:
  • Overview
  • Payment Methods
  • Insurance
  • Payments
  • Claims

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Client detail actions

From the client detail page, you can:
  • Edit Connection
  • Edit Diagnoses
  • Add Charge
  • Send login link
  • Send Password Reset
  • Archive Client
  • Unarchive Client
  • Remove Client

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”How do I add a new provider or clinician?”

“Provider” can mean different things. Choose the path that matches what you mean:
  • Add a clinician or team member to your practice. Use Clinician Portal → Team → Add Team Member. See Team members.
  • Change or update the insurance payer on a client’s plan. The client does this from their own account under Client Portal → Settings → Insurance plan. See Linking or editing insurance.
  • Connect a client to a clinician. Send the client an invitation from Clinician Portal → Clients → Add Client. The client accepts the invitation from their Client Portal. See Clinician connections.
If you are unsure which one applies, first ask what “provider” the person is trying to add: the insurance payer, the therapist, or a team member. Then choose the matching path. Send login link appears for pending, accepted, or archived connections and emails the client a button that opens the Thrizer client portal. It is disabled when the client has no email on file.

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Clients seen by more than one clinician in your practice

Within a team, a single client profile is assigned to one clinician at a time. If the same client sees more than one clinician in your practice, you have two options:
  • Keep one client profile assigned to one clinician, and charge under that clinician when appropriate.
  • Maintain a separate client profile or clinician connection for each clinician who sees the client. Separate profiles may appear as separate rows in the Clients list.
The client does not need to create multiple Thrizer accounts just because they see more than one clinician in your practice. Duplicate profiles do not merge into a shared client history — each profile keeps its own records. The selected clinician on a Charge must be the clinician who rendered the service, since claim submission, NPI attribution, and payout attribution follow the selected clinician.

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Diagnosis information

Insurance claims require diagnosis information. If a diagnosis is not available yet, wait until you have the required diagnosis information before creating a charge that generates a claim. Add Charge enforces this in the form. When the selected client has no qualifying diagnosis on file:
  • OON Pay and Thrizer Pay are disabled in the billing type dropdown.
  • If one of those options was already selected, the form silently switches the charge to Self-Pay and shows a warning toast.
  • Thrizer rejects an insurance charge submitted without a diagnosis, even if the in-form gate is bypassed.
To enable insurance billing for the client, open the client detail page and use Edit Diagnoses to add the appropriate diagnosis. Once a diagnosis is on file, OON Pay and Thrizer Pay become available again in Add Charge for that client. Self-Pay charges do not require a diagnosis and remain available regardless of the client’s diagnosis status.