Claims and superbills

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Overview

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

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Automatic claims from charges

For OON Pay and Thrizer Pay, creating a successful charge triggers automatic claim submission. You do not need to submit a separate manual claim for that charge.

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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

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Claim details

Select a claim to open the claim details drawer. Alongside the claim’s status, dates, and amounts, the drawer shows a Claim created by row so you can see who initiated the claim:

• Claims that Thrizer submitted automatically from an OON Pay or Thrizer Pay charge show as Thrizer Admin.
• Claims created by someone on your team show that person’s display name.

This is useful when reconciling submissions across a team or when following up with Thrizer support.

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Claim filters

Use claim filters for:

• Date range
• Charge type
• Payment type
• Clinician for group practices

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Client superbill uploads

Clients can upload superbills to submit claims themselves through Thrizer. This option is useful when the client paid outside Thrizer or is filing claims with a superbill.

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Clinician-generated superbills

You can generate a superbill PDF for Self-Pay sessions so the client can submit a claim to insurance independently. In this case, Thrizer does not submit the claim or manage reimbursement — the client owns the claim submission.

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How to generate a superbill for a client

You can generate a superbill in two ways from the Payments view (or the Transactions hub Payments tab):

• Batch export from the Payments header — use Generate Superbill to export every eligible Self-Pay charge that matches the filters currently applied to the view.
• Per-transaction export from a row — use the Export Superbill action on a single Payments row to target one specific Self-Pay charge, independent of the filters.

Both actions offer the same delivery options:

• Download — save the superbill PDF to your device. For a batch export, if the filtered transactions span more than one clinician, Thrizer returns one PDF per clinician in a ZIP archive.
• Email to client — send the superbill directly to the client on file. For a batch export across multiple clinicians, the client receives one email with all PDFs attached.

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Batch export (Generate Superbill)

The superbill’s scope always matches the filters currently applied to the Payments view — date range, appointment date, clinician, client, payment type, and status. Adjust the filters first, then generate. Before you confirm, the modal shows a preflight count of how many eligible transactions will be included and how many separate superbills (one per clinician) will be produced. Use this to double-check the scope before exporting. Generate Superbill is disabled when no eligible Self-Pay appointment charges are in scope.

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Per-transaction export (Export Superbill)

Open the row actions menu on a Payments row and select Export Superbill to generate a superbill for that single transaction. The action only appears when the row is eligible — the appointment charge type is Self-Pay and the transaction’s display status is Confirmed. Refunded, pending, or failed rows do not show the action. The per-row action ignores the filters applied to the Payments view. It is scoped to that one transaction only. This is useful when a client asks for a receipt-style superbill for a specific session without changing the batch filters. Confirm the transaction date and appointment date shown in the modal, then select Download or Email to client.

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Superbills with multiple sessions

A superbill can list multiple sessions from the same provider on one PDF. When the client uploads a multi-session superbill, Thrizer treats each session as its own claim. The $2 Superbill Upload fee applies per session, not per PDF. See Self-Pay and superbills for fee details.

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What you cannot do

• You cannot upload a superbill to insurance on a client’s behalf through Thrizer.
• You cannot submit a manual superbill claim to insurance on behalf of a client.
• You can only generate superbills for Self-Pay sessions. OON Pay and Thrizer Pay sessions already have claims submitted automatically, so a separate superbill is not needed.

Superbill upload for claim submission is a client-side action. The client performs it from their own Thrizer account. See Client claims and superbill uploads.

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Required claim information

Claims and superbills need structured claim information, including:

• Provider name
• Provider NPI
• Service date
• Billed amount
• CPT code
• One or more diagnosis codes

Missing required claim information can prevent claim submission or lead to insurer denial.

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How your provider details appear on Thrizer-submitted claims

For claims that Thrizer submits automatically from OON Pay or Thrizer Pay charges:

• Rendering provider: the selected clinician on the charge. The clinician’s individual NPI appears as the rendering provider on the claim.
• Billing entity: by default, a Thrizer-managed billing entity. Claims submitted through Thrizer use Thrizer’s billing structure, including Thrizer’s Tax ID and billing address — not your individual practice TIN or practice address.

Your personal in-network or out-of-network status with the insurer does not by itself determine whether you can use Thrizer’s claim submission process. The insurance carrier determines final claim acceptance, network treatment, and reimbursement.

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When claims bill under your practice instead of Thrizer

Some payers require the group practice, not the individual clinician, as the billing provider. For those payers, Thrizer can submit claims with your practice as the billing provider — using your practice name, group NPI, and Tax ID as the billing entity instead of Thrizer’s. The rendering provider on the claim is still the clinician who saw the client. To enable this on a payer, contact Thrizer support at help@thrizer.com. Before you do, confirm your practice name, Tax ID, and group NPI are on file in Practice Settings — see Settings and profile. If a payer is set to bill under your practice but you haven’t added a group NPI, Thrizer falls back to the rendering clinician’s individual NPI as the billing NPI on the claim so submissions aren’t held up. The rest of the billing identity (practice name, Tax ID) still comes from your practice. Add a group NPI in Practice Settings if you have one, so it’s used going forward. Clinician-generated superbills for self-pay clients are different: the superbill PDF reflects your own practice information, and the client submits the claim to their insurer directly.

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