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New features

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Staff and Clinicians can export the payments CSV

The Export CSV button on the Payments tab and on a client’s profile Payments view is now available to Staff Members and Clinicians, not just Practice Administrators and Team Owners. Who this affects: Staff Members and Clinicians using the Thrizer Clinician Portal. Why it matters: Staff and Clinicians can now pull their own payments records for bookkeeping, reconciliation, and client questions without asking a Practice Administrator to run the export. The CSV always respects what the caller can see:
  • Clinicians export their own client rows only, matching the Payments grid.
  • Staff Members export the facility-wide rows they already see on the Payments grid.
  • Client profile export downloads payments for that client only, still limited to what the caller can see.
Active filters on the Payments tab (Client, Clinician, Date range, Status, Charge Type, Billing Type) apply to the export. What to do: nothing. The Export CSV button appears automatically the next time you open Transactions → Payments or a client profile’s Payments view. The Payouts tab and its per-payout export remain Practice Administrator and Team Owner only. See Payments, payouts, and refunds.