How to Link Insurance to a Client’s Account

Linking insurance to a client’s account is a necessary step to connect their profile to their health plan, track their coverage, and automatically submit claims for appointments.

Once insurance is linked, you can see deductible status, estimated coverage, and cost context in the client’s profile. Once the plan is linked, the client can choose either OON Pay or Thrizer Pay for appointments to have claims submitted automatically with every charge.

When to add insurance for a client

Clinicians typically add insurance when the client is beginning care and wants to utilize Thrizer to manage their out-of-network claims.

Adding insurance does not submit a claim. It only connect's the client's profile to their health plan and displays the benefit information.
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How to add insurance to a client’s account

Step 1: Go to Clients

From your dashboard, select Clients at the top of your account page.
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Step 2: Add or select a client

Add a new client, or
Click an existing client to open their profile
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Step 3: Open the Insurance tab

Within the client’s profile, select the Insurance tab.
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Step 4: Add the insurance plan

Click Add Insurance and enter the client’s insurance details.

Once saved, Thrizer will run a benefits check using the information provided.
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What a successful benefits check shows

After insurance is added, the client’s profile displays an active benefits summary.

A successful benefits check may include:

Out-of-network deductible remaining
The amount the client must still pay out of pocket before coverage begins.
Coverage amount per appointment
The estimated amount the insurance plan will reimburse once the deductible is met.
Allowed amount
The maximum amount the plan applies toward reimbursement or the deductible for a session.
Copay or cost difference
The difference between your fee and the plan’s coverage amount.

This information updates the client’s profile so you can reference it later.
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How to interpret the results

If a deductible remains, the client will typically pay your full fee until it is met.

Once the deductible is met, insurance may reimburse a portion of each session based on the plan’s co-insurance and allowed amount.

All values shown are estimates, not guarantees. Final reimbursement is determined by the insurance carrier after claims are submitted.
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Important notes

Benefits checks rely on insurance information provided for the client
Results reflect plan data available at the time of the check
You can update or edit insurance details if information changes
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