Short answer
Use Transactions and client payment views to review payment activity, exports, payouts, and refunds.Transactions
Go to: Clinician Portal → Transactions Transactions includes:- Payments
- Payouts
- Clinician
- Client
Client payment details
From a client profile, open Payments to review client transactions. Payment details can include:- Transaction ID
- Transaction date
- Charge type
- Payout date
- Clinician
- Client
- Appointment date
- Gross amount
- Processing fee
- Net amount
- Payment type
- Client paid
- Payment status
- Refund status
Exports
Use exports from payment or transaction views to download payment records for bookkeeping, tax preparation, reconciliation, and payment review.Refunds
Clinicians and practice administrators can issue refunds from payment or transaction details. A refund creates a refund transaction record.Payouts
Payout timing is governed by Thrizer’s payout rules. Claim status and insurer reimbursement timing do not determine when clinician payouts are initiated.When payouts arrive in your bank account
The day a payout is initiated is not the same as the day funds arrive in your connected bank account.- Payouts are initiated on the scheduled payout day.
- After initiation, funds are expected to arrive in the connected bank account within 0–1 business days.
- In practice, most payouts arrive the next business day after they are initiated.
- A payout initiated on Friday will usually arrive the next business day, not necessarily on Friday.
- Weekends, bank holidays, bank processing delays, or issues with the connected payout account can delay actual arrival.