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Short answer

Use Add Charge to bill a client through Thrizer.

Where to add a charge

You can add a charge from:
  • Clinician Portal → Home → Add Charge
  • Clinician Portal → Clients → Add Charge
  • Clinician Portal → Clients → Client detail → Add Charge

Charge fields

The charge workflow includes:
  • Client
  • Payment Method
  • Amount
  • Appointment Type
Client detail and charge workflows can also involve:
  • Selected clinician
  • Appointment date
  • Location
  • Service
  • Duration

Group practices

In a group practice, the selected clinician on the charge is the provider of record for claim data and payout attribution. The logged-in user who creates the charge can be different from the selected clinician.

What happens when a charge succeeds

For OON Pay and Thrizer Pay:
  1. The client payment method is charged.
  2. If payment succeeds, Thrizer submits the claim automatically.
  3. The clinician does not submit a separate manual claim for that charge.
If payment fails, no payment is collected and no claim is submitted. The payment issue must be resolved before retrying the charge.

Charge types and limitations

Charges and claims must follow Thrizer’s product constraints:
  • One charge corresponds to one claim.
  • Each charge supports one CPT code.
  • A single charge cannot be split across multiple payment methods.
  • No-show and cancellation fees are self-pay only and are not submitted to insurance through Thrizer.