Short answer
Use these guides to manage clinician and practice workflows in Thrizer.Getting started
Learn the core setup steps and main clinician surfaces.
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 workflow 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.
Team members
Add team members and understand role-gated team access.
Unsupported workflows
Review hard product limitations and supported workarounds.