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Overview

Your clinician must invite you to Thrizer. If you haven’t received an invitation, ask your clinician to send one. Use Clinicians to view your connected clinicians and respond to invitations.

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Where to go

Go to: Client Portal → Clinicians

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Clinicians list

The clinicians list shows:
  • Clinician
  • Email
  • Practice
  • Payment Type
  • Status
Pending invitations show Accept and Decline actions on the row.

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Clinician details

Select a clinician to view details. The detail view is organized into:
  • Connection
  • Practice Information

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Accept or decline an invitation

If a clinician invites you to connect, the invitation appears as a pending row in your Clinicians list. Status shows the pending state, and Actions are available on the row. From the pending row, use:
  • Accept to accept the connection
  • Decline to decline the connection
After you accept or decline, the row leaves the pending state.

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Remove a clinician

To end a connection, use the Remove action on the clinician’s row in Client Portal → Clinicians. Removing a clinician takes them off your list. Any charges or claims already submitted are not affected.

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What a connection does

A clinician connection lets your clinician manage supported Thrizer features for your care, such as payments and claims that apply to your account and payment type. Payment methods are saved per practice. A clinician can only charge the cards you save for their practice, and each practice’s cards are managed in that practice’s section under Client Portal → Settings → Payment Methods. See Adding and managing payment methods. You can add and manage payment methods for a practice only while you are connected to it. If the practice archives your connection, its payment methods are removed from your Payment Methods view. Your Thrizer account and your past charges and claims are not deleted.