Getting Started as a Clinician

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Short answer

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 insurance-based workflows.
5. Add diagnosis and service information needed for claims.
6. Add or confirm the client payment method.
7. Choose 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 Learning and Resources.

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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 includes the marketing dashboard, Thrizer Widget, team roster, and page appearance settings. Practice administrators can manage Widget settings, team members, profile pictures, and page settings.

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Transactions

Transactions includes:

• Payments
• Payouts

Practice administrators and staff can filter transactions by clinician and client.

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Settings and team

Settings includes profile and insurance-plan areas. The Team page lets practice administrators add team members.