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 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: 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.

Thrizer is the billing entity on the claim. 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. 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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