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Overview

Use Settings to review and manage account-level information in the Clinician Portal. The tabs you see depend on your role.

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Where to go

Go to: Clinician Portal → Settings

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Tab visibility by role

If a Staff Member or Clinician opens a deep link to Practice Settings or Banking & Payouts (for example ?tab=banking), the page redirects back to Profile.

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Profile

Go to: Clinician Portal → Settings → Profile The Profile tab is available to every clinician portal role and includes:
  • First name and last name
  • Contact email and phone
  • Individual NPI — your personal 10-digit National Provider Identifier from CMS, required for insurance claim submissions
Each row has its own Edit action that opens a modal. Practice Administrators, Staff Members, and Clinicians can all edit their own Individual NPI from Profile.

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Practice Settings

Practice Administrators only. Combines business and practice identifiers, including the W-9 / KYB fields and practice-level NPI. Staff Members and Clinicians can ask a practice administrator to update these values.

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Banking & Payouts

Practice Administrators only. Manage the bank account that receives Thrizer payouts and review payout-related practice details. Staff Members and Clinicians do not see this tab.
Each team has one payout bank account. Thrizer does not support multiple payout bank accounts within a single team, per-clinician payout routing, or automated revenue splits between clinicians. Practices that need to divide funds between clinicians handle that distribution outside Thrizer.

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Role boundary

Profile is available to all clinician portal roles. Practice Settings and Banking & Payouts are restricted to Practice Administrators in both the UI and the backend. Staff Members and Clinicians who need a change to either area should contact a practice administrator.