Explain your services and payment options

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Start with your practice’s services

These example client templates are yours to customize for your practice. Start with what you offer, what it costs, and what your client needs to do. Choose the example that fits the conversation and make it your own. If you mention Thrizer, describe it as your payment processor: “We use Thrizer as our payment processor.” Before sharing a message, check the client’s Billing Type, available Reimbursement Method, and fees. Fill in the price and any extra charges. Keep your required fee disclosures and consent forms alongside these messages. You can add the client record and handle the setup available to your practice. Ask the client only for the information or action you need from them, such as adding their own bank account for Bank reimbursement. Not every arrangement requires the client to register or accept an invitation before billing; the other charging requirements still apply.

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A short explanation of your payment arrangements

For a first conversation:

My practice offers private-pay sessions. If you have out-of-network benefits, I can help estimate your session cost and arrange claim submission for eligible sessions after payment. Your insurer decides what your plan covers and how much it reimburses.

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Introducing out-of-network billing support

If your practice offers claim submission: Add your session fee and any separate billing-support charge.

We offer out-of-network billing support to help you with insurance claims. Your session fee is [amount]. [Add any separate charge, how it’s calculated, and when it’s charged.] We arrange claim submission for eligible sessions after payment. Before we begin, we’ll go over the costs and anything we need from you. Your insurer decides coverage and reimbursement; any benefit estimate may change.

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Explaining the November 2 transition

If your client’s price is changing, use this message to explain what’s new. Check the November 2 announcement and pricing choices, then fill in your details.

Beginning November 2, 2026, our price for [service] will be [amount]. This includes [what’s included]. [Add any separate charge and anything the client needs to do.] If you’d like to talk through the change, please contact us before your next appointment.

If your price includes all session and billing-support charges, use the total-price example below.

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Changing a service price

For a price change on another date: Include what’s covered, any extra charges, and the next step.

Beginning [date], our price for [service] will change from [old amount] to [new amount]. This includes [what’s included]. [Add any separate charge, when it’s charged, and anything the client needs to do.] If you have questions, please contact us before [date or next appointment]. Your insurer still decides coverage and reimbursement.

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When a stated total includes billing support

Use this example only when the total includes every charge for the services you name. Check the pricing rules and your client’s price first. If a separate charge applies, use the price-change example above.

Beginning [date], the total for [session and billing-support services] is [amount]. It includes [services and charges], with no extra charge for those services. [Add the next step, or say no action is needed if that’s accurate.] Your insurer decides whether and how much to reimburse you; that doesn’t change our stated price.

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Website or FAQ language

For your website: Keep only the services you offer, and add your session fee and other costs.

I offer private-pay sessions. We’ll agree on the fee and payment details before billing. If you have out-of-network benefits, we can help estimate your session cost and arrange claim submission for eligible sessions. Your insurer decides the final reimbursement. Some clients qualify to pay an estimated amount upfront instead of the full session fee. We’ll check whether this option is available to you and explain its costs and final-payment terms. You can check an estimate before intake here: [your practice’s benefits-checker link].

Remove the last paragraph if you don’t share a benefits checker. A Widget estimate doesn’t create a client account or confirm that the client is ready for billing.

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Consult call language

For a consultation:

I’m a private-pay provider, so I don’t bill these sessions as in-network care. We can go over my fee, check your estimated out-of-network benefits, and talk through the payment options available to you. If we use automatic out-of-network billing, an eligible claim is submitted after your session payment. Your insurer decides coverage and reimbursement.

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If the plan needs manual verification

Start by checking the client’s insurance details. Practice members with permission can make supported corrections themselves. See Manual benefit checks for how to request a review and what to include. When you need more information from the client:

We need a little more information to check your benefits. I can review the insurance details and request manual verification. Please send [the missing information]. If someone else is the policyholder, we’ll need their details separately from yours. The result will help us estimate costs; your insurer decides the final reimbursement.

Each person receiving care needs their own client record, even if family members share a plan. Clients can also contact Support directly through their account.

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Directory profile language

For a directory listing:

I offer private-pay sessions and can help you check estimated out-of-network benefits and arrange claim submission for eligible sessions. Your insurer decides the final reimbursement. You can check an estimated session cost here: [your practice’s benefits-checker link].

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A message when client action is needed

Ask for the step your client needs to complete. There’s no need to send a general onboarding message when only one thing is missing.

We’ve agreed on [session fee, payment details, and other costs], and I’ve set up your record with our practice. Please [specific action and portal link]. If this is your first time using the payment portal, open the registration link in the invitation sent to [confirmed email]. It may name Thrizer, our payment processor. Once registered, you can sign in at client.thrizer.com with that email. If the invitation is missing or expired, let me know so I can send a new access link. You can also contact Support from your account, or from your current screen if it offers support without signing in.

For Bank reimbursement, the client adds their own bank account. Check and Instant Reimbursement use different destinations. Automatic OON Billing claims go through the charge process, so clients shouldn’t submit the same claim separately. Keep the billing options, reimbursement conditions, and fees handy when discussing their choices.

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Consent form language

Keep the payment and billing authorizations required for your arrangement. You can add this explanation, but it doesn’t replace those authorizations:

We use Thrizer as our payment processor. Charges processed through Thrizer appear on your bank or credit card statement as Thrizer.

Keep portal links, email details, and statement descriptions accurate. Clients can contact Support directly through their account for billing questions.

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What to avoid saying

Explain what you can help with without promising an insurance outcome or asking every client to register.

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