Skip to main content

Overview

Use these guides to manage clinician and practice tasks in Thrizer.

Getting started

Learn the core setup steps and main clinician pages.

Take a portal tour

Walk through the Clinician Portal in a short interactive demo before you set up your account.

What is Thrizer?

Understand what Thrizer does, what it does not do, and how it fits into private-pay care.

How Thrizer compares

Compare Thrizer with other out-of-network billing options before deciding how to use it.

How to explain Thrizer to your clients

Reusable client-facing language for consult calls, emails, and intake.

Add and manage clients

Add clients, filter the client list, view client details, and manage client connections.

Check benefits

Use benefit checking tools and understand manual verification.

Payment types and eligibility

Understand Self-Pay, OON Pay, Thrizer Pay, and when each option applies.

Charge clients

Create charges and understand how payment and claim submission are triggered.

Payments, payouts, and refunds

View transactions, use filters, export records, review payouts, and issue refunds.

Claims and superbills

Understand automatic claims, client superbill uploads, and self-pay superbill generation.

Thrizer Widget

Configure the Widget, manage services, share a link, and embed it on your website.

Settings and profile

Review clinician Settings, edit profile details, and use password reset.

Referral program

Share your referral link, or enter a referral code at onboarding, to waive up to $2,500 in processing fees.

Team members

Add team members and understand role-gated team access.

Unsupported workflows

Review hard product limitations and supported workarounds.