Short answer
Use benefit checks to estimate out-of-network benefits for a client.Where to check benefits
Benefit checking is available through:- Clinician Portal → Benefits (the in-portal Benefits Checker)
- The Thrizer Widget, the public version of the Benefits Checker, configured in Benefits
- Client insurance workflows after a client is added
Benefit-check inputs
A benefit check can ask for:- Rate
- Service
- First name
- Last name
- Date of birth
- Insurance company
- Member ID
What benefit checks support
Benefit checks help estimate:- Whether benefit information is usable for Thrizer workflows
- Deductible status
- Coinsurance
- Estimated reimbursement
- Estimated out-of-pocket cost
Benefit checks and reimbursement estimates help set expectations. Insurance carriers determine final coverage, reimbursement amounts, deductible application, claim approval, and processing time.
Manual verification
Automated verification can fail when insurer systems return incomplete information, member details do not match, behavioral health benefits are managed separately, or the plan requires phone verification. When manual verification is needed, support can ask for:- Front of the client’s insurance card
- Back of the client’s insurance card
- Client date of birth