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Short answer

Thrizer supports both automatic claim submission and superbill-based workflows.

Automatic claims from charges

For OON Pay and Thrizer Pay, creating a successful charge triggers automatic claim submission. The clinician does not separately submit a manual claim for that charge.

Client claim lists

From a client profile, open Claims to view that client’s claims. The claims list shows:
  • Claim number
  • Submission date
  • Appointment date
  • Status
  • Result

Claim filters

Use claim filters for:
  • Date range
  • Charge type
  • Payment type
  • Clinician for group practices

Client superbill uploads

Clients can upload superbills to submit claims themselves through Thrizer. This workflow is useful when the client paid outside Thrizer or is using a superbill-based workflow.

Clinician-generated superbills

Clinicians can generate a superbill PDF for self-pay clients who want to submit claims independently. In this workflow, Thrizer is not submitting the claim or managing reimbursement.

Required claim information

Claims and superbills need structured claim information, including:
  • Provider name
  • Provider NPI
  • Provider TIN
  • Service date
  • Billed amount
  • CPT code
  • Diagnosis code
Missing required claim information can prevent claim submission or lead to insurer denial.