Before you start
A benefit check helps you talk through likely costs with your client. Use Benefits for an estimate before intake, or open a connected client’s Insurance tab to review saved benefits. A plan’s inclusion in the plan table doesn’t confirm the client’s eligibility or your provider registration. See What is a benefit check? for help reading the result.Where to check benefits
- Before intake: Open Clinician Portal → Benefits. Follow the Instant Benefit Checker steps.
- For a connected client: Open Clients, select the client, then open Insurance. Review the saved details. Where your connection permits edits, select Recheck Benefits to run another check. You need an accepted connection and permission to edit insurance or recheck benefits. Being able to view a profile isn’t enough. Staff Members can handle clients in their practice, while Clinicians use their own client connections.
Benefit-check inputs
Have the client’s name, date of birth, insurance company, and Member ID ready. For a pre-intake check, also select the Provider and Service; the saved Service supplies the rate. See the complete form steps. For corrections to saved insurance information, follow Linking or editing insurance, which distinguishes permitted practice edits from client steps.What benefit checks support
Use the result to discuss what insurance may reimburse and what the client may owe. A usable check helps establish insurance eligibility, but the insurer still decides the claim. See what each field can confirm.Temporary payer errors
If a check offers Try Again, retry first. If retries fail or information remains incomplete, use Manual benefit checks for the full troubleshooting guidance.Manual verification
Open Clinician Portal → Clients, select the client, then open Insurance. When benefits are unknown, Contact Support opens Manual Client Benefits Check. You can also use Help → Benefit Check Request in your account. If the form is not working, contact Support through your account. See Manual benefit checks for what to include and what the review can tell you. Clients can also contact Support directly.Benefit checks and payer registration
A benefit check does not complete payer registration. Follow Register your practice with insurance to resolve a registration requirement separately.Rechecks and deductible information
Review the latest usable information. An inconclusive recheck doesn’t, by itself, mean previously verified benefits were lost. See rechecks and a previously met deductible for the full retention rule. If the displayed deductible conflicts with insurer records, request manual verification using the steps above.Widget and benefit checks
The in-app checker and public Widget share the practice’s settings and Services. Use Widget setup to configure them and What is the Thrizer Widget? for sharing options.What you can share with your client
We can check your benefits and go over an estimate before billing. Your insurer decides the final claim result. If anything looks incomplete or doesn’t match your insurer’s records, we can request a review. You can also contact Support directly through your payment portal account.
Related articles
What is a benefit check?
Learn what a benefit check estimates, what it cannot guarantee, and how to interpret results.
Manual benefit checks
See when manual verification is needed, what information may be required, and what it can confirm.
How to use the Instant Benefit Checker
Run an automated benefit check from the Clinician Portal.
Why reimbursement can differ from the estimate
Understand why an estimate may not match the insurer’s final claim decision.