Adding and managing clients

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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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If your client can’t find you or the invitation

A clinician connection starts from the invitation you send. Clients cannot search for or add a clinician on their own from the Client Portal. If a client says they can’t find you or connect to you:

1. Confirm the email address you entered when adding the client. Thrizer sends the invitation to that address.
2. Ask the client to search their inbox and spam folder for “Thrizer”, your name, or your practice name.
3. Ask the client to sign in to the Client Portal with the same email address you used. The pending connection appears in their Clinicians list, where they can select Accept.
4. If the client still can’t sign in, you can send them a login link from their client record. A login link helps with access only. It does not change their email, connection, or payment setup.

The client appears in your Clients list as soon as you add them. Client acceptance is not required for you to complete billing setup. See Clinician connections for the client-side view.

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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 or unpin a client to keep them at the top of your list
• Archive or unarchive a client
• Remove a client from your list
• Reassign a client to another clinician (practice admin)

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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:

• Profile
• Clinician
• Charging profile
• Payment Methods
• Insurance
• Claims

Profile details include the client’s name, email, client since date, diagnoses, and payment type. The Payment Methods view lists each method’s Type, Details, and Status. Use the Insurance tab to review the client’s linked insurance, and the Claims tab to review their claim activity. As of August 27, 2026, payment methods are scoped per practice. The Payment Methods view shows only the cards the client has on file for your practice. Cards the client saved with a different practice do not appear and cannot be charged by your practice. When you add an existing Thrizer client, their profile and insurance carry over, but their payment methods for your practice start empty until you or the client add a card. See Charging clients.

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Client detail actions

From the client detail page, you can:

• Edit Profile
• Edit Connection (the client’s clinician assignment and connection details)
• Edit Charging profile
• Add a payment method, remove one, or set one as default

Archive, unarchive, and remove a client from the client list row actions.

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Adding a new provider or clinician

“Provider” can mean a team member, an insurance payer, or a client-to-clinician connection. For the right path in each case, see How do I add a new provider?.

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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 a diagnosis on file. Open the client detail page and update the client’s diagnosis in their Charging profile before creating an OON Pay or Thrizer Pay charge. Self-Pay does not require a diagnosis and remains available regardless of the client’s diagnosis status. The Add Charge form gates insurance billing when no diagnosis is on file. For details on how it behaves and which codes are supported, see Can I use a specific diagnosis code with Thrizer?.

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