> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thrizer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# September 17, 2026 — Practice profile step and role-based service providers

> Owners and Practice Administrators answer two practice questions during onboarding. Who can be assigned to clients now follows the seat's role instead of a separate toggle.

<Note>
  Looking for older announcements? See [all past updates](/help/changelog/index).
</Note>

## New features

### A short practice profile step during onboarding

Owners and Practice Administrators now answer two questions about the practice while completing onboarding in the Clinician Portal:

* **What is your average monthly credit card processing volume?** Include all card volume across every processor, not just Thrizer. An estimate is fine.
* **How many clinicians are in your practice?** Count Owners and clinical staff, including part-time clinical staff. Do not count front-desk or administrative staff.

The step appears immediately before the final onboarding screen and does not have a Skip control. Onboarding cannot be marked complete until both answers are saved. If you close the tab partway through, signing back in resumes at the practice profile step.

**Who this affects:** Owners and Practice Administrators completing onboarding after this release. Team members joining by invite do not see this step. Existing practices are unaffected during normal use.

**What to do:** finish the two fields on the **A couple of questions about your practice** step, then continue to the final screen. See [Getting started as a clinician](/help/clinician/getting-started#main-setup-steps).

## Updates

### Service provider eligibility now follows the seat's role

Who a Practice Administrator can assign as a client's service provider is now decided by the team member's role, not a separate on/off setting:

* Team members with a **Staff** role are never service providers and cannot hold a Services catalog. To make a Staff seat assignable, change their role to a clinician-tier role.
* Team members with any clinician-tier role (for example, Team Owner, Practice Administrator, or Clinician) are always service providers.

To reflect this, the Clinician Portal removed the standalone controls that used to override eligibility:

* The **Service Provider** column and per-row Service Provider action on **[Clinician Portal → Team](https://clinician.thrizer.com/team)**.
* The **Service Provider** checkbox on the invite-team-member form.
* The Service Provider status editor on a teammate's profile.

The **Change Role** action stays, and choosing **Staff** still triggers the caseload-reassignment prompt for that person's existing clients.

**Who this affects:** Practice Administrators managing their team roster and inviting new team members.

**Why it matters:** eligibility to be assigned to a client is now decided in one place, the role, instead of a role plus a separate toggle that could disagree with it. See [Team members](/help/clinician/team-members#who-can-be-assigned-to-clients-charges-and-the-widget).