Set up your practice and start billing

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Before you start

Start with signup and practice setup if you do not yet have an account. If you are joining an existing practice, use that practice’s team invitation rather than creating a separate practice for the same work. Follow the checklist below to prepare your practice for its first charge. Team Owners and Practice Administrators handle business and banking setup; each clinician needs their own account and Services.

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Main setup steps

1. Complete your account and profile. Review your name and Individual NPI in Settings → Profile.
2. A Team Owner or Practice Administrator completes practice setup, including the practice profile questions, business verification, and banking. Check business verification status and resolve any notices that prevent charging.
3. For a group practice, invite each teammate with the appropriate role.
4. Set up the rendering clinician’s Services catalog. Review client-specific terms when an agreed fee differs from the catalog.
5. Add the client and send their invitation. You can continue supported practice-side billing setup without waiting for the client to sign in or accept; you still need to meet the requirements for charging.
6. For insurance-based billing, complete the applicable insurance, diagnosis, and Service information. Review Billing Types and the available Reimbursement Methods with the client.
7. For an accepted client connection, clinicians, Staff Members, Practice Administrators, and Team Owners with payment-management permission can open Clients → select the client → Payment Methods to review or add a card for the practice. The client can also enter their own card in the Client Portal; see payment-method steps. If Thrizer will send reimbursements to the client, the client must add their own reimbursement bank account.
8. Review the requirements and steps for charging when ready. Verify the actual rendering clinician, Service, agreed fee, and Billing Type before confirming.

You can defer creating a practice during signup and return later; Create or join a Thrizer account has the saved-setup route. Business approval is required before charging, including Self-Pay. Approval alone does not replace the remaining requirements for charging.

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Who handles setup?

A non-clinician can own or administer the practice account. Clinicians can work as employees or independent contractors; that classification does not change billing through Thrizer. Each rendering clinician needs their own account and Services, and each charge must name the clinician who provided care. Staff can perform permitted administrative work without becoming a rendering clinician. See team roles and access for details.

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Help with client portal access when needed

When a client-only task or a requested review needs portal access, ask the client to complete registration if unfinished, then sign in with the email address your practice entered. Invitation acceptance is the client’s action when needed for their connection; your practice cannot accept for them. Use client setup and access guidance to choose the specific task. Use this message only when the client needs portal access for a task you have discussed. Request any insurance, card, or reimbursement-bank action separately when it applies.

For the step we discussed, use the setup link in your invitation if you haven’t finished registering. Once you’re registered, sign in at client.thrizer.com using that address. Let me know if you can’t find the invitation or need a hand.

Use Set up a client and understand their portal to choose which client-only actions are needed. Review pricing and effective dates before agreeing on a billing option.

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Home

Use Clinician Portal → Home for setup notices and available quick actions. Team Owners and Practice Administrators can invite clients or teammates. Add Charge is available when your account has the required permissions and meets requirements for charging. View Transactions opens your permitted payment records. Your Preferred name controls the greeting. After account setup is complete, Team Owners and Practice Administrators with analytics access can review Today’s Gross Revenue, Next Payout, and the practice’s Gross Revenue Trend. Use the trend’s timeframe selector for a preset period or custom date range. If the dashboard shows a loading error, select Retry; for payout records and timing, use Payments, payouts, and refunds.

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Clients

Use Clinician Portal → Clients to manage permitted client connections, review details, and start charges. Add and manage clients has the full workflow. Use payment-method guidance for supported practice and client card actions. Reimbursement-bank setup remains client-only.

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Benefits

Use Clinician Portal → Benefits to preview and share the public Widget. Follow Widget setup for configuration and role requirements or Check benefits for benefit-checking tasks. Public Widget setup does not require uploading prospective clients.

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Transactions

Use Clinician Portal → Transactions for payment records and, when permitted, payouts. Payments, payouts, and refunds has the full role, filtering, export, and refund instructions.

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Settings and team

Use Manage your Clinician Portal profile and settings for profile, business, and banking changes, Add and manage Services for a clinician’s catalog, and Invite team members and manage their access for invitations and role changes. Each guide explains which roles can make changes.