Adding and managing clients

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Overview

Use Clients to add a client, manage their connection with your practice, and find their billing information. You can also help with invitations and account access from this page.

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Add a client

Open Clinician Portal → Clients and select Add Client, or use Invite Client from Home. Adding the client sends them an email invitation.

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Setting up a minor or dependent

Give each person receiving care their own client account, including children and siblings. Use that person’s name, date of birth, and a separate email address. An email already used for a parent’s account can’t also identify the child’s account. A parent or guardian can help complete a minor’s setup, but the child remains the client. If someone else holds the insurance policy, enter their details in the subscriber or primary-policyholder fields and select the client’s relationship to them. Keep the client’s own name and date of birth in the client fields. For an existing account with the wrong person’s identity or email, contact Support before creating a replacement or trying to repair related claims. Existing account emails cannot be changed, and submitted claims need review. See client profile and account details and insurance setup for the related tasks.

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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. If registration is unfinished, ask the client to use the invitation’s setup link. If it is missing or expired, use the recovery steps below.
4. Once registered, ask the client to sign in to Client Portal → Clinicians with the same email address you used. They can select Accept on a pending connection. If they cannot sign in, use the appropriate recovery action below.

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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Help your client access their account

Clinicians, staff, practice administrators, and team owners can send access emails from the Clients list. The client must already have been added and have an email address on their record.

1. Open Clinician Portal → Clients and find the client.
2. Open their row’s Actions → Send login link.
3. Read the confirmation, then select Send login link to send the email.
4. Ask the client to check that address’s inbox and spam or junk folder.

The email depends on the client’s registration state:

• Not registered: It contains a replacement link to set up their Client Portal account. The client must follow the link to finish registration.
• Registered: It contains a link to the Client Portal to help them access their existing account.

For a registered client who forgot their password, use the separate Actions → Send Password Reset action. The client can also select Forgot password? on the Client Portal sign-in page, enter their account email, and select Send Reset Link. After sending the link, check whether your client received it and can sign in. Sending it doesn’t reset their password or change their email or connection. If they’re still stuck, contact Support through your account rather than creating another account. Clients can also contact Support directly without your approval. These steps are for clients. For a missing team invitation, ask the practice administrator or the person who sent it.

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Client list

The Clients page shows:

• Client Name
• Clinician
• Payment Method
• Billing Type
• Status

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Client filters

Use the client list filters to narrow clients by:

• Status
• Billing 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 (Team Owner, practice admin, or staff). Reassignment clears the client’s Primary Service and customized Service terms for that relationship; review Services and prices before the next charge.

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Client detail page

Select a client from Clinician Portal → Clients to open their details. The client detail page includes:

• Profile
• Clinician
• Client-specific Service terms
• Payment Methods
• Insurance
• Claims

Profile details include the client’s name, email, client since date, diagnoses, and Billing Type. Select Edit in the Clinician section to change the clinician, Billing Type, Reimbursement Method, or diagnoses for that connection. Select Manage in the Services section to set a Primary Service or customize client-specific terms. 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. When you edit a client’s insurance from the Insurance tab, the subscriber and primary holder First Name and Last Name fields accept letters, spaces, hyphens, and apostrophes, including accented letters such as é and ü. Enter compound names such as Jean-Luc, O'Brien, and Anne Marie as they appear on the insurance card. Numbers and other punctuation are not allowed. If the format is invalid, the field shows Only letters, spaces, hyphens, and apostrophes are allowed when you leave it. Since August 27, 2026, saved payment methods belong to each practice separately. 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 Client-specific Service terms
• 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. Always select the clinician who provided the service when charging. The claim, NPI, and payout follow that selection.

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Diagnosis information

Insurance claims require a diagnosis on file. Open the client detail page and update the client’s diagnosis before creating an OON Billing charge. Self-Pay does not require a diagnosis and remains available regardless of the client’s diagnosis status. The Add Charge form blocks 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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