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Before you start

Use Add Charge to collect a new client payment through Thrizer. Check that you selected the correct client, rendering clinician, Service, session date and payment option before submitting. Do not create a charge for a session already paid outside Thrizer. Practice access and the selected client’s available options determine what you can charge.

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Where to add a charge

You can add a charge from:

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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

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Choose a Service

Select a Service from the rendering clinician’s catalog. Thrizer starts with the saved client-specific terms when they exist; otherwise, it uses the catalog defaults. The client’s Primary Service loads first when one is configured. Use One-time charge when the charge is for something outside the catalog. This choice applies only to that charge and does not create a new catalog Service. In Add Charge, choose the client and rendering clinician, then select the Service. Review the loaded amount and Service details before submitting. Choose the Billing Type for the charge; when you select OON Billing, also choose from the Reimbursement Methods Thrizer shows as available for that client and charge. For how catalog defaults and individual client rates work, see What are Services in Thrizer? and Customize Services for a client. Watch the Add Charge Services walkthrough in the September 12 release notes.

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Charge readiness

Before Add Charge will accept a charge, your account must be ready to bill. Common reasons Add Charge is blocked include:
  • Business verification not approved. Approval is required for Self-Pay as well as OON Billing. A Team Owner or Practice Administrator reviews Settings → Practice Settings; submitting information is not 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 Team Owner or Practice Administrator can fix this under Clinician Portal → 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. Thrizer checks these requirements again when you submit the charge. Update the business setup or profile details you can change, then retry the charge. If the block needs support review, contact Thrizer support.
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.

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Payment methods are scoped to your practice

The Payment Method picker shows cards saved for your practice. A card saved only with another practice cannot be charged. If no suitable card is available, an authorized practice member can add one from the client detail page, or the client can add one for your practice under Client Portal → Settings → Payment Methods. The linked guide explains who can update cards and how cards are saved for each practice. A reimbursement bank account cannot pay a session charge.

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When Individual NPI is required

Individual NPI is only required when the charge bills insurance:
  • OON Billing requires a valid Individual NPI on the rendering clinician. Without one, OON Billing is 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.

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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.

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If the client already paid you outside Thrizer

Do not create a Thrizer charge for that session: Add Charge collects a new payment and would bill the client again. Provide a superbill from your practice’s records for the client to submit directly to their insurer, if applicable. Thrizer does not accept or submit that outside superbill. Thrizer’s export controls generate documents only for eligible Thrizer appointment payments; they do not create a record of an outside payment. For an eligible existing Thrizer payment, use the client Payments batch export or the Transactions per-payment Export Superbill action. The practice-wide Transactions page does not offer batch Generate Superbill. Self-Pay and superbills explains complete document eligibility and the independent submission boundary.

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Group practices

In a group practice, the selected clinician on the charge supplies the Service catalog and 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.

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What happens when a charge succeeds

For OON Billing:
  1. Thrizer charges the client payment method.
  2. Successful payment starts the automatic claim process. Submission still requires complete, claim-compatible information and a Date of Service that is no longer in the future.
  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, and the failed charge is not automatically retried. Confirm that the attempt failed, resolve the payment issue with the client, then use Add Charge to make a new charge attempt. If the payment outcome is unclear, confirm it before creating another charge. See automatic claim conditions for the complete submission requirements.

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If you made a mistake in a charge

Contact Support through your Thrizer account. Use charge or claim edit guidance to prepare the request; do not create a replacement payment or assume a refund cancels the claim. If you accidentally used Self-Pay, follow Self-Pay charged instead of OON Billing. For an accidental duplicate, keep the correct charge and refund only the duplicate.

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Date of Service and Billing Type

OON Billing is 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 Billing is disabled in the Billing Type dropdown. The form switches to Self-Pay and a confirmation message appears.
  • If you select OON Billing 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.

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Charge types and limitations

  • An eligible OON Billing charge generates one claim after successful payment and the service-date hold, if applicable. Self-Pay creates no claim.
  • A claim supports one primary CPT code plus only an exactly supported add-on pattern; see CPT codes and Thrizer.
  • A single charge cannot be split across cards.
  • No-show and cancellation fees are Self-Pay only.
  • Review Date of Service and your practice’s charge amount limit before submitting.
See Claim and billing limitations for the full unsupported-setup and correction guidance.