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New features

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Benefits widget setup checklist

The Benefits page now replaces the live widget preview with a Finish setting up your benefits widget hero card when your widget is not ready to publish. The card tells you exactly what is missing and gives you a one-click way to fix it, instead of showing an empty or broken preview. What this means for you:
  • No services added — Use the Add services action to open Widget Settings on the Team tab. If your practice has only one team member, that member’s drawer opens automatically so you can add a service right away.
  • All team members hidden — Use the Manage Team action to turn on Show in widget for at least one team member.
  • No active clinician on the team — Contact Thrizer support at help@thrizer.com if you believe this is an error.
Once at least one team member is visible on the widget with a publishable service, the hero disappears and the live preview returns automatically. Clinicians who do not manage widget settings see an inactive-widget notice with the name of a practice administrator to contact when available. See How to set up the Thrizer Widget for the full setup flow.

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Per-payout CSV export

Practice Administrators now have a new export action on each row of the Payouts tab in the Transactions hub. It downloads a CSV of only the transactions included in that payout week, named transactions-payout-<payout-date>.csv. What this means for you:
  • Reconcile a single deposit — Match the CSV against the payout amount that landed in your bank account, without filtering the full payments list by date.
  • Same columns as the filtered payments export — Per-payout and filtered exports use identical columns, so you can compare them directly for bookkeeping or reconciliation.
  • Who can use it — Practice Administrators only. Clinicians without administrator access continue to use the filtered payments export on the Payments tab.
See Payments, payouts, and refunds for details on both export options.