Payments, payouts, and refunds

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Overview

Use Transactions and client payment views to review payment activity, exports, payouts, and refunds. The tabs and records you can see depend on your role.

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Transactions

Go to: Clinician Portal → Transactions Transactions includes:

• Payments: visible to all Clinician Portal roles
• Payouts: Team Owners and Practice Administrators only. Staff Members and Clinicians do not see the tab, and a direct link to Payouts takes them back to Payments.

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What each role sees

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Filters

The Payments tab supports these filters, where the role allows:

• Client: available to every role. Clinicians see only the clients they are connected to; Team Owners, Practice Administrators and Staff Members see all clients in the practice.
• Clinician: Team Owner, Practice Administrator and Staff Member roles only. Multi-select. The picker includes former or disconnected clinicians who appear in your transaction history, so historical activity stays filterable even after a clinician leaves the practice.
• Date range: narrow by transaction date.
• Status: filter by transaction status.
• Charge Type: filter by the type of charge on the transaction.
• Billing Type: filter by billing type (for example, Self-Pay or OON Billing).

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Client payment details

To review a client’s transactions, open the Payments tab and filter by that client. Payment details can include:

• Transaction ID
• Transaction date
• Charge Type
• Payout date
• Clinician
• Client
• Appointment date
• Gross amount
• Processing fee
• Net amount
• Billing Type (for example, Self-Pay or OON Billing)
• Client paid
• Payment status
• Refund status

The transactions list shows Charge Type as a column. The Billing Type filter narrows the list to a specific Billing Type.

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Exports

For a general payment export, open Clinician Portal → Transactions → Payments, apply the relevant filters, then select Export CSV using the download control in the toolbar. Review the filter summary before confirming. The export includes all matching records, not only the current page, within your role’s permitted scope. For transactions associated with one payout, a Team Owner or Practice Administrator opens Transactions → Payouts and uses that payout row’s Export CSV action. A date-range payment export is different from a payout-level export. Staff Members and Clinicians must ask an authorized owner or administrator for the payout export. For 1099-K tax forms issued by Thrizer, see 1099-K tax forms from Thrizer.

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Refunds

Open Clinician Portal → Transactions → Payments → select the transaction → Issue Refund. Review the client, transaction, remaining refundable amount and the restrictions below. For Self-Pay or Check/Bank, enter Refund Amount (dollars), or leave it empty for the remaining refundable amount. Add Reason (optional) if useful, then select Confirm Refund only after reviewing the amounts. Instant Reimbursement uses the full-refund behavior below. If you do not see the option, ask your Team Owner or Practice Administrator to issue the refund. If they also cannot see it or the refund fails, contact Support. A refund creates a refund transaction record. A refund you initiate can reverse the refunded transaction amount from your payout. This is separate from insurance-related claim outcomes. See Clinician payout protection and clawbacks for more.

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Instant Reimbursement refunds are full-refund only

Refunds on Instant Reimbursement transactions must be issued for the full charged amount. Partial refunds are not supported for Instant Reimbursement. The client receives the full amount originally charged to their payment method. Your payout is reversed for the refunded transaction amount; the amount returned to the client and the amount reversed from your payout can differ. See Clinician payout protection and clawbacks. If you need to change the session amount, or the refund option is unavailable or fails, contact Support before retrying. Self-Pay and OON Billing with Check or Bank support full or partial refunds.

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Refunds and claim cancellation

Refunding a charge does not automatically cancel, void, or prevent an associated insurance claim. If a claim was generated, contact Support to request claim cancellation. Common examples:

• Duplicate charge. Refund only the duplicate and request cancellation of its associated claim. Keep the correct charge and do not recharge the session.
• Mistake in a charge. Contact Support to request a charge or claim edit.
• Wrong rendering clinician. Contact Support. See What if I selected the wrong rendering clinician?.

If the option is missing or a refund fails, use the escalation steps at the start of Refunds. See How do I cancel a charge or a claim? for more detail. For a wrong CPT code, diagnosis, or other charge detail after submission, see Requesting a charge or claim edit.

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Payouts

Payouts is visible only to Team Owners and Practice Administrators. Each payout row shows Payout Date, Amount, and Status, and has an Export CSV action for the transactions in that payout. Thrizer’s payout schedule determines payout timing. Claim status and insurer reimbursement timing do not affect when Thrizer initiates your payouts.

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Payout schedule

Thrizer initiates clinician payouts early Tuesday and Friday mornings. A charge is included in the next scheduled payout: The arrival days are typical, not guaranteed. Some payouts may arrive sooner. Bank holidays, bank processing delays, or issues with your connected bank account may delay arrival. At each payout, Thrizer transfers the full Thrizer Balance scheduled for payout to the bank account linked to the practice or standalone account. Thrizer does not claw back clinician payouts because of insurer claim outcomes such as denials, deductible application, or lower-than-expected reimbursement. See Clinician payout protection and clawbacks.

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When payouts arrive in your bank account

Payout initiation means Thrizer sent the funds; it is different from bank arrival. Most payouts arrive the next business day, as in the schedule above. Client reimbursement timing does not determine your practice payout timing. If a payout has not arrived after 1–2 business days, a Team Owner or Practice Administrator can review Settings → Banking & Payouts and the payout record. For missing, failed, returned or mismatched payouts, contact Support with the payout date, amount and status; the bank-deposit date and amount, if any; and the payout CSV when available. If you cannot obtain the export, contact Support rather than treating it as a prerequisite. The export shows recorded transactions; check your bank statement to confirm the deposit arrived. Do not assume one deposit equals one client or one charge.