> ## 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.

# Clinician help

> Guides for clinicians and practice administrators on adding clients, checking benefits, charging sessions, managing payments and claims, and the Thrizer Widget.

## Overview

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

<CardGroup cols={2}>
  <Card title="Getting started" href="/help/clinician/getting-started">
    Learn the core setup steps and main clinician pages.
  </Card>

  <Card title="Take a portal tour" href="/help/getting-started/onboarding-demo-clinician">
    Walk through the Clinician Portal in a short interactive demo before you set up your account.
  </Card>

  <Card title="What is Thrizer?" href="/help/getting-started/overview">
    Understand what Thrizer does, what it does not do, and how it fits into private-pay care.
  </Card>

  <Card title="How Thrizer compares" href="/help/getting-started/compare-thrizer">
    Compare Thrizer with other out-of-network billing options before deciding how to use it.
  </Card>

  <Card title="How to explain Thrizer to your clients" href="/help/getting-started/how-to-explain-thrizer-to-clients">
    Reusable client-facing language for consult calls, emails, and intake.
  </Card>

  <Card title="Add and manage clients" href="/help/clinician/add-and-manage-clients">
    Add clients, filter the client list, view client details, and manage client connections.
  </Card>

  <Card title="Check benefits" href="/help/clinician/check-benefits">
    Use benefit checking tools and understand manual verification.
  </Card>

  <Card title="Payment types and eligibility" href="/help/clinician/payment-types-and-eligibility">
    Understand Self-Pay, OON Pay, Thrizer Pay, and when each option applies.
  </Card>

  <Card title="Charge clients" href="/help/clinician/charge-clients">
    Create charges and understand how payment and claim submission are triggered.
  </Card>

  <Card title="Payments, payouts, and refunds" href="/help/clinician/payments-payouts-and-refunds">
    View transactions, use filters, export records, review payouts, and issue refunds.
  </Card>

  <Card title="Claims and superbills" href="/help/clinician/claims-and-superbills">
    Understand automatic claims, client superbill uploads, and self-pay superbill generation.
  </Card>

  <Card title="Thrizer Widget" href="/help/clinician/thrizer-widget">
    Configure the Widget, manage services, share a link, and embed it on your website.
  </Card>

  <Card title="Settings and profile" href="/help/clinician/settings-and-profile">
    Review clinician Settings, edit profile details, and use password reset.
  </Card>

  <Card title="Referral program" href="/help/clinician/referral-program">
    Learn how to enter a referral code at onboarding and receive \$2,500 in waived processing fees.
  </Card>

  <Card title="Team members" href="/help/clinician/team-members">
    Add team members and understand role-gated team access.
  </Card>

  <Card title="Unsupported workflows" href="/help/clinician/unsupported-workflows">
    Review hard product limitations and supported workarounds.
  </Card>
</CardGroup>
