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Before you start

Thrizer helps clinicians and practices manage out-of-network benefit checks, client payments, automatic claim submission, payment records, payouts, and Widget setup.

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Main setup steps

Start with these items:
  1. Complete account and profile setup.
  2. Complete business and banking setup if you are a practice administrator.
  3. Add clients.
  4. Add or verify client insurance when using an insurance-based payment type.
  5. Add diagnosis and service information needed for claims.
  6. Add or confirm the client payment method.
  7. Select the client’s payment type.
  8. Create a charge when ready.

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Home

The Home page includes quick actions for practice administrators:
  • Invite Client
  • Invite Teammate
  • Add Charge
  • View Transactions
Home also includes a welcome message, an Account Summary, and a Learning and Resources section.

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Clients

Clients is the main workspace for client management. You can add clients, view the client list, filter clients, open client details, manage client connections, and add charges.

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Benefits

Benefits is the marketing dashboard for the Thrizer Widget. Practice administrators can manage the marketing page settings and profile picture. They can also open the Team page to invite team members who need a service and rate before appearing in the Widget.

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Transactions

Transactions includes:
  • Payments — visible to all clinician portal roles
  • Payouts — Practice Administrators only
Practice Administrators and Staff Members can filter the Payments tab by clinician and by any client in the practice. Clinicians see only their own connected clients, and their Client filter is limited to those connections. The payments summary cards above the table are Practice Administrator only.

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Settings and team

Settings includes the Profile tab (visible to all roles) plus Practice Settings and Banking & Payouts (Practice Administrators only). Every role can edit their own Individual NPI from Profile. The Team page lets practice administrators add team members.