> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thrizer.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Claims and superbills
> See how Thrizer submits out-of-network claims automatically, how clients upload superbills, and how to generate Self-Pay superbills.
## Overview
Thrizer supports both automatic claim submission and superbill-based claim filing.
## 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.
## 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 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.
## 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 option is useful when the client paid outside Thrizer or is filing claims with a superbill.
## 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.
### 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.
#### 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.
#### 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**.
### 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](/help/claims/self-pay-and-superbills) for fee details.
### 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](/help/client/claims-and-superbills).
## 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.
## 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.
Thrizer does not support supervising-provider NPI or dual provider representation (rendering and supervising) on standard claim submissions.
## Related articles
See how Add Charge selects the rendering clinician and triggers automatic claim submission.
Understand what Thrizer's claim process does and does not support.