Why can't I charge my clients?

​

Overview

If Add Charge is disabled for every payment type, your practice or account is not yet ready to bill. The most common cause is that your practice’s business verification is not yet Approved. This applies to Self-Pay as well as OON Pay and Thrizer Pay. Insurance-specific reasons (like a missing Individual NPI or Date of Service outside the allowed window) only block insurance-based payment types. Self-Pay would still be available in those cases. If every payment type is blocked, it is an account-level issue.

​

Check your business verification status first

Practices can only charge clients when their business verification status is Approved. You can see the status on the Home checklist and on the Business step in the Clinician Portal.

​

Other reasons Add Charge can be blocked

If your business verification is Approved and Add Charge is still disabled, check the following:

• Clinician verification not in good standing. You can’t process charges while your account is pending admin verification or suspended. Verified accounts can charge.
• Missing name on the rendering clinician. The selected rendering clinician must have a first and last name on file so Thrizer can attribute payouts and claims correctly.
• Missing or invalid Business Tax ID. Your practice needs a valid 9-digit Business Tax ID (EIN or SSN) on file, even if business verification is already Approved. Approved practices cannot edit the Tax ID themselves. If Add Charge shows a Tax ID message, contact Thrizer support through your Thrizer account.
• Missing or incomplete practice business address. Your practice’s Business address must have a street, city, state, and ZIP on file. A Practice Administrator can fix this in Settings → Practice Settings → Business address. See Business address.
• Missing Individual NPI (insurance charges only). OON Pay and Thrizer Pay require a valid Individual NPI on the rendering clinician. Without one, only Self-Pay is available. See Settings and profile.
• Date of Service more than one day in the future (insurance charges only). OON Pay and Thrizer Pay require the Date of Service to be today or tomorrow. This is a calendar-day restriction, not a rolling 24-hour window. Sessions two or more calendar days ahead must use Self-Pay. See Why the Date of Service must be today or tomorrow.
• Session rate above your practice’s cap. The Clinician Portal has a default session-rate cap of $2,500. Thrizer may approve a higher practice-specific cap, up to the absolute maximum of $25,000. See Charging clients.

​

The self-service path to restore charging

If your practice is Incomplete:

1. Ask a Practice Administrator to open the Clinician Portal.
2. Go to Settings → Practice Settings.
3. Read the list of unmet requirements shown at the top of the tab and fill in each row. Thrizer names the exact fields it is still waiting on (see below).
4. Select Submit for review.
5. Wait for Thrizer to move the practice to Approved. You cannot charge clients while the status is Pending review.

Only Practice Administrators can edit Practice Settings. Staff Members and Clinicians should ask a Practice Administrator to complete these steps.

​

Fields checked when a practice stays Incomplete

Practice Settings names every unmet requirement by row when the practice is Incomplete, and Submit for review will not accept a submission until each one is filled in. Two of the checks catch cases where the tab looks complete but isn’t:

• Business Tax ID type (EIN or SSN) lives inside the Business Tax ID modal, not as a row of its own. The tax-ID number can look filled in on the row while the type is still unset.
• Business Address needs a street line. City, state, and ZIP alone are not enough, so the address can be unmet even when the field is not visibly blank.

The other checked rows are Business Structure, Business Name, and Practice Name. See Business verification status for the full list and what each field means.

​

Related articles