Skip to main content

​
Before you start

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 form includes:
  • Client
  • Payment Method
  • Amount
  • Appointment Type
Client detail and charge forms can also include:
  • Selected clinician
  • Appointment date
  • Location
  • Service
  • Duration

​
Charge readiness

Before Add Charge will accept a charge, your account must be ready to bill. Add Charge is blocked when any of the following is true:
  • Business verification not approved. Your practice’s business verification status must be Approved before you can process any charge type. This applies to Self-Pay as well as OON Pay and Thrizer Pay. If your practice is Incomplete or Pending review, a Practice Administrator must submit KYB (Know Your Business) information from Settings → Practice Settings, then wait for approval. See Business verification status and Why can’t I charge my clients?.
  • Clinician verification not in good standing. Accounts that are pending administrator verification or suspended cannot process charges. Verified accounts can charge.
  • Missing attribution name. The selected rendering clinician must have a first and last name on file so payouts and claims can be attributed.
  • Missing or invalid Business Tax ID. Your practice must have a valid 9-digit Business Tax ID (EIN or SSN) on file. Approved practices cannot edit the Tax ID themselves. If Add Charge shows a Tax ID message, contact Thrizer support through your Thrizer account.
  • Missing or incomplete practice business address. Your practice’s Business address must be complete: street, city, state, and ZIP. A Practice Administrator can fix this in Settings → Practice Settings → Business address. See Business address.
If any of these conditions fail, Submit is disabled and the form shows an inline message explaining what to fix. The same checks run when the charge is submitted, so a charge that fails them is rejected even if the form was bypassed. Update business setup, profile, or contact support to resolve the block, then retry the charge.
If Thrizer cannot load your charge readiness (for example, during a brief outage), Add Charge stays disabled until the check succeeds. Refresh the page or try again in a moment.

​
Payment methods are scoped to your practice

As of August 27, 2026, a client’s payment methods are saved per practice. The Payment Method picker in Add Charge shows only the cards the client has on file for your practice. A charge can only use a payment method that belongs to your practice.
  • A card the client saved with a different practice does not appear and cannot be charged.
  • If the client has no payment method on file for your practice, collect one before charging. Add a card from the client detail page, or ask the client to add one for your practice under Client Portal → Settings → Payment Methods.
  • Cards the client saved before August 27, 2026 remain available to every practice the client was connected to at the time, until the client removes them.

​
When Individual NPI is required

Individual NPI is only required when the charge bills insurance:
  • OON Pay and Thrizer Pay require a valid Individual NPI on the rendering clinician. Without one, OON Pay and Thrizer Pay are disabled in Add Charge and the form falls back to Self-Pay.
  • Self-Pay does not require an NPI. You can submit Self-Pay charges before an NPI has been entered.

​
Charge amount limit

Charges submitted from the Clinician Portal are capped at a session rate of $2,500 by default. If the amount (or full rate, when set) on the form exceeds the cap:
  • An inline error appears on the amount field.
  • Submit is disabled until the amount is reduced to the cap or less.
If your practice regularly needs to charge more than $2,500 per session, Thrizer support can raise the cap for your practice (up to $25,000). Once approved, the higher cap applies to every clinician on the team. A Thrizer administrator can still process individual one-off oversized charges on your behalf.

​
If the client already paid you outside Thrizer

Add Charge is designed to collect a new payment from the client’s payment method on file. If you have already collected payment for the session outside Thrizer, do not create a Thrizer charge for that session. Doing so would bill the client a second time. If the goal is to submit an out-of-network claim for that session, generate a superbill PDF for the client. Go to Clinician Portal → Transactions and use Generate Superbill. The client then submits that superbill directly to their insurer. Thrizer does not accept or submit client superbills on their behalf.
  • OON Pay and Thrizer Pay require the payment to be processed through Thrizer, so those options do not apply when payment happens outside Thrizer.
  • Client-side Upload Superbill and Add Claim were retired from the Client Portal on August 9, 2026.
See Claims and superbills for how to generate a superbill PDF for the client, and Client claims and superbills for what clients see today.

​
Group practices

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

​
What happens when a charge succeeds

For OON Pay and Thrizer Pay:
  1. Thrizer charges the client payment method.
  2. If payment succeeds, Thrizer submits the claim automatically.
  3. You do not need to submit a separate manual claim for that charge.
If payment fails, Thrizer does not collect payment or submit a claim. Resolve the payment issue before retrying the charge.

​
Date of Service and payment type

OON Pay and Thrizer Pay are only available when the Date of Service is today or tomorrow. This is a calendar-date restriction, not a rolling 24-hour window. Sessions two or more calendar days in the future must use Self-Pay. In Add Charge:
  • If you select a Date of Service more than one day ahead, OON Pay and Thrizer Pay are disabled in the payment type dropdown. The form switches to Self-Pay and a confirmation message appears.
  • If you select OON Pay or Thrizer Pay without a Date of Service, or with a date more than one day ahead, Thrizer does not accept the charge.
  • Self-Pay accepts any future Date of Service, so it remains the option for advance billing.
If you charge for tomorrow’s session, Thrizer processes the payment but holds the claim until the Date of Service is no longer in the future. Thrizer submits the claim automatically once the session date arrives, so it never reaches insurance with a future date. To bill insurance through Thrizer for a future session, wait until the day before or the day of the session, then create 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.
  • OON Pay and Thrizer Pay require a Date of Service that is today or tomorrow (calendar day, not a rolling 24 hours). Further-out sessions must use Self-Pay.
  • The session rate on a charge cannot exceed your practice’s session-rate cap ($2,500 by default, or a higher cap approved for your practice by Thrizer, up to $25,000).