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Client Capability & Surface Map

Last Updated: 2026-03-23 Status: Canonical
Purpose: Defines the complete set of client-facing portal surfaces and capabilities within Thrizer, including where each surface is located, what actions a client can take, and which fields, filters, and options are visible. Use this file when the question is about what exists in the client portal or how a client interacts with it, including: Where to find a feature or page in the client portal Whether a client can perform a specific action What fields, filters, or options are shown in a given screen What information is displayed in lists, details, or forms What inputs are required when entering or editing data Do not use this file for: Payment behavior, fee calculations, or reimbursement outcomes Insurance logic, benefit calculations, or claim adjudication Definitions of statuses, results, or financial values beyond what is visibly displayed This file serves as the source of truth for client UI structure and capabilities, not for underlying system logic or business rules.

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Retrieval Rules

  • Each ## CAP- section is a deterministic retrieval chunk.
  • Chunk IDs are stable and immutable.
  • Display labels are surface-only unless defined in another canonical file.
  • Status, result, payment type, and benefit values are not defined here.
  • This file does not define workflow rules outside direct UI surface behavior.

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Field Schema

  • Type
  • Portal
  • Roles
  • Objects
  • Intents
  • Title
  • Where
  • Fields
  • List fields
  • Detail fields
  • Filters
  • Options shown
  • Actions
  • Supports
  • Outcome
  • Constraint
  • Display values
  • Entry sections and fields
  • Sections shown

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Client Portal

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CAP-CLIENT-CLINICIANS-ADD-001

Type: capability Portal: client Roles: client Objects: clinician Intents: can_i, how, where Title: Add clinician Where:
  • Client Portal → Clinicians → Add Clinician
Fields:
  • First name
  • Last name
  • Clinician email
Outcome:
  • Sends invite for clinician to join Thrizer.

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CAP-CLIENT-CLINICIANS-SEARCH-001

Type: capability Portal: client Roles: client Objects: clinician Intents: how, where Title: Search clinicians Where:
  • Client Portal → Clinicians → Search

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CAP-CLIENT-CLINICIANS-VIEWLIST-001

Type: capability Portal: client Roles: client Objects: clinician Intents: how, where Title: View clinician list Where:
  • Client Portal → Clinicians
List fields:
  • Clinician name
  • Payment type for clinician
  • Email address
  • Practice name
  • Status
Display values:
  • Payment type is shown as displayed in the product
  • Status may display invite pending if not set up
List fields:
  • Email address
  • Practice name
  • Status

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CAP-CLIENT-CLINICIANS-REMOVE-001

Type: capability Portal: client Roles: client Objects: clinician Intents: can_i, how, where Title: Remove clinician Where:
  • Client Portal → Clinicians → Action → Remove Clinician

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CAP-CLIENT-PAYMENTS-FILTER-DATERANGE-001

Type: capability Portal: client Roles: client Objects: payment Intents: how, where Title: Filter payments by date range Where:
  • Client Portal → Payments → Date range filter

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CAP-CLIENT-PAYMENTS-VIEWLIST-001

Type: capability Portal: client Roles: client Objects: payment Intents: how, where Title: View payments list Where:
  • Client Portal → Payments
List behavior:
  • Sorted newest to oldest
List fields:
  • Date
  • Clinician
  • Appointment date
  • Charge type
  • Amount
  • Payment type

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CAP-CLIENT-PAYMENTS-EXPORT-001

Type: capability Portal: client Roles: client Objects: payment Intents: how, where Title: Export payments Where:
  • Client Portal → Payments → Export

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CAP-CLIENT-PAYMENTS-VIEWDETAILS-001

Type: capability Portal: client Roles: client Objects: payment Intents: how, where Title: View payment details Where:
  • Client Portal → Payments → More Details (select a transaction)
Detail fields:
  • Transaction date
  • Appointment date
  • Charge type
  • Clinician rate
  • Claim number

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CAP-CLIENT-CLAIMS-ADD-UPLOAD-001

Type: capability Portal: client Roles: client Objects: claim, superbill Intents: can_i, how, where Title: Add claim by uploading superbill Where:
  • Client Portal → Claims → Add Claim
Supports:
  • PDF upload
Use cases:
  • Clinician is not on Thrizer
  • Visit occurred before using Thrizer

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CAP-CLIENT-CLAIMS-ADD-MANUAL-001

Type: capability Portal: client Roles: client Objects: claim Intents: how, where Title: Add claim by manual entry Where:
  • Client Portal → Claims → Add Claim → Manual Entry
Entry sections and fields:
  • Appointment information
  • Diagnosis code
  • Provider information:
    • Provider name
    • Practice name
    • Provider NPI
    • Group NPI
    • Tax ID
    • Address

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CAP-CLIENT-CLAIMS-VIEWLIST-001

Type: capability Portal: client Roles: client Objects: claim Intents: how, where Title: View claims list Where:
  • Client Portal → Claims
List behavior:
  • Sorted newest to oldest
List fields:
  • Date
  • Claim number
  • Clinician
  • Appointment date
  • Status
  • Result

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CAP-CLIENT-CLAIMS-VIEWDETAILS-001

Type: capability Portal: client Roles: client Objects: claim Intents: how, where Title: View claim details Where:
  • Client Portal → Claims → Select claim
Sections shown:
  • General information:
    • Claim number
    • Date submitted
    • Appointment date
    • Billed amount
    • CPT code
    • Status
    • Result
  • Client information:
    • Client name
    • Client DOB
    • Insurance company
    • Member ID
    • Diagnosis code
    • Primary insurance holder
  • Clinician information:
    • Clinician name
    • Individual NPI
    • Group NPI
    • Tax ID

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CAP-CLIENT-HELP-REQUESTHELP-001

Type: capability Portal: client Roles: client Objects: support Intents: can_i, how, where Title: Request help Where:
  • Client Portal → Help → Request Help

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CAP-CLIENT-HELP-REQUESTBENEFITCHECK-001

Type: capability Portal: client Roles: client Objects: benefit_check, support Intents: how, where Title: Request benefit check request Where:
  • Client Portal → Help → Request Benefit Check Request

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CAP-CLIENT-ME-EDITGENERAL-001

Type: capability Portal: client Roles: client Objects: account Intents: how, where Title: Edit account settings (general) Where:
  • Client Portal → Me → Account Settings → General
Fields:
  • First name
  • Last name
  • Email address
  • Phone number
  • Street address
Constraint:
  • Email address cannot be edited after account creation

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CAP-CLIENT-ME-INSURANCE-ADDVERIFYEDIT-001

Type: capability Portal: client Roles: client Objects: insurance Intents: can_i, how, where Title: Add, verify, or edit insurance Where:
  • Client Portal → Me → Insurance
Detail fields:
  • Deductible
  • Amount remaining on deductible
  • Estimated reimbursement amount
Display values:
  • Estimated reimbursement amount is shown after deductible is met

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CAP-CLIENT-ME-PAYMENTMETHODS-ADD-001

Type: capability Portal: client Roles: client Objects: payment_method Intents: how, where Title: Add payment method Where:
  • Client Portal → Me → Cards and Bank → Payment Methods
Supports:
  • Multiple payment methods
  • Setting a default preferred method

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CAP-CLIENT-ME-REIMBACCT-CONNECT-001

Type: capability Portal: client Roles: client Objects: bank_account Intents: how, where Title: Connect reimbursement account Where:
  • Client Portal → Me → Cards and Bank → Reimbursement Account
Fields:
  • Account number
  • Routing number
  • Account type

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CAP-CLIENT-ME-PAYMENTTYPE-SELECT-001

Type: capability Portal: client Roles: client Objects: payment Intents: how, where, can_i Title: Select payment type Where:
  • Client Portal → Me → Payment Type
Options shown:
  • Thrizer Pay
  • OON Pay
  • Self-Pay
Outcome:
  • Thrizer Pay is only available if:
    • the eligibility is met according to Thrizer Pay Eligibility Rules

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CAP-CLIENT-ME-LOGOUT-001

Type: capability Portal: client Roles: client Objects: account Intents: how, where Title: Log out Where:
  • Client Portal → Me → Logout
End of document.