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Overview

Open Settings to update your profile or manage your practice’s business and banking details. 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 follows a direct link to Practice Settings or Banking & Payouts, it opens Profile instead. The Services tab is available when the Services catalog is enabled for an eligible service-provider account. Use Add and manage Services for catalog editing and Invite team members and manage their access for teammate permissions.

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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
  • Display name
  • Preferred name: optional short name (up to 40 characters) used only for your Home greeting
  • Email
  • Individual NPI: your personal 10-digit National Provider Identifier from CMS, required for insurance claim submissions
The editable rows (First name, Last name, Display name, Preferred name, and Individual NPI) each have their own Edit action that opens a modal. Team Owners, Practice Administrators, Staff Members, and Clinicians can all edit their own Individual NPI from Profile.

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Preferred name

Preferred name only affects the greeting on Clinician Portal → Home. It does not change your Display name, the name on emails, client-facing labels, or page headers anywhere else in the portal. If you clear Preferred name, the Home greeting falls back to your legal first name, and then to a generic welcome if first name is also empty.

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Account email and password

Your account email is shown for reference, but you cannot edit it. If you need to use a different email, create a new account with that address. Where a team-member setup applies, you can also add the new email as a team member on the practice. From Profile you can also reset your password. Select Password Reset to open a confirmation modal showing your account email, then select Send Reset Email to send the reset link.

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Two-factor authentication

Thrizer does not currently offer a self-service setting to configure two-factor or multi-factor authentication for client or clinician accounts. Users cannot enroll an authenticator app or SMS second factor through Thrizer. Contact Support through your account for an account-access problem or a specific security-review request.

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Practice Settings

Team Owners and Practice Administrators only. Combines business and practice identifiers, including the W-9 / KYB (Know Your Business) fields, the practice’s group NPI (Type-2 NPI), the practice’s Business address, and an optional Mailing address for correspondence, superbills, and practice-billed claims. Staff Members and Clinicians can ask a Team Owner or practice administrator to update these values. The group NPI is optional. It’s used only when a payer is set to submit claims under your practice instead of Thrizer or the individual clinician. If your practice has a Type-2 group NPI, add it here. Thrizer then uses it as the billing NPI, and your practice name as the billing name, on those claims. If the group NPI is missing, Thrizer falls back to the rendering clinician’s Individual NPI as the billing NPI. It also uses the rendering clinician’s full name as the billing name. See Claims and superbills for how billing identity appears on claims.

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Business address

The Business address is captured as separate fields so each part is editable on its own:
  • Street (with Google address autocomplete)
  • Apartment, suite, floor (optional)
  • City
  • State
  • Postal / ZIP code
Selecting a suggestion in the street autocomplete fills the remaining fields for you. When the suggestion includes an apartment, suite, or floor, it fills the separate field so you can edit it without changing the street. You can still type any field by hand if a pick was incomplete. For township addresses, autocomplete can use the town or municipality name. It won’t use a county name as the city on a claim. Review the suggested city and correct it if needed.

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Saving the Business address

Street, city, state, and ZIP are all required to save a Business address. Only Apartment, suite, floor is optional. The same rules apply in clinician onboarding and in Clinician Portal → Settings → Practice Settings. Incomplete addresses can’t be saved.
  • Editing one part keeps the others. Changing the street no longer clears city, state, ZIP, or the unit. You can also type multi-word cities (for example, “San Francisco”) by hand.
  • Missing city, state, or ZIP. If you enter a street without all three, Thrizer blocks the save and shows an error by the missing field. Complete the fields and save again.
  • Missing street. If city, state, and ZIP are on file but the street is empty, Thrizer shows Enter the street address for this city, state, and postal code. under the street field.
  • Clearing the street. Removing the street and saving removes the whole Business address, not just the street line.
  • Autocomplete picks without a street. If you pick a Google suggestion that has no street (for example, a city or ZIP only), Thrizer clears the address instead of saving city, state, and ZIP alone. Pick a suggestion that includes a street number and name, or type the street by hand.
These rules apply to Business address only. A Mailing address can still be saved with a street only, but Thrizer uses it only when street, city, state, and ZIP are all present.
Legacy addresses: if a Business address was saved before the multi-field editor existed, the unit line may still be baked into the street value. Re-selecting the address from the autocomplete, or editing the street to remove the unit and typing it into Apartment, suite, floor, moves it to the dedicated field. When Business address is used on a practice-billed claim, the unit flows through as a distinct line.

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Mailing address (optional)

If your practice receives paper mail at a different address (for example, a PO Box), fill in the Mailing address row below Business address in Practice Settings. It uses the same multi-field layout as Business address, including the optional apt / suite / floor line. A PO Box is allowed for Mailing address only. When Mailing address has a complete street, city, state, and ZIP, Thrizer uses it instead of Business address for:
  • new or recreated claims configured to bill under your practice
  • correspondence
  • the practice address shown on client-downloadable superbills
When Mailing address is blank or incomplete, Thrizer uses Business address for those purposes. Claims configured to use a separate billing provider use that provider’s address instead. Your legal Business address stays on file for business verification and tax reporting either way. Leave Mailing address blank if it matches Business address. Only a Team Owner or Practice Administrator can edit Mailing address in Practice Settings; a change request must come from the practice itself. Practice-billed claims created before you added or changed a Mailing address keep the address they were originally stamped with. Only new claims and claims that are recreated reflect the update.

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Missing practice address banner

If your practice is approved on Thrizer but the Business address on your Practice Settings is missing or incomplete, Team Owners and Practice Administrators see a yellow Re-enter your practice address banner. It appears across the top of every page in the Clinician Portal. Staff Members and Clinicians do not see the banner. Only a Team Owner or Practice Administrator can resolve it. Why it appears:
  • Thrizer needs a complete practice business address to charge clients and to submit out-of-network claims on your behalf. A structured address requires a street, city, state, and ZIP.
  • The banner also appears if a data update cleared a partially-filled or unusable address that was previously on file.
  • Practices whose Business address was previously saved with a street only (no city, state, or ZIP) see the banner too. Re-enter the full address to unblock charging.
A missing or incomplete business address blocks Add Charge for every Billing Type, in addition to blocking insurance claim submission. See Charge readiness. The banner does not appear when your practice can already charge, so if you see it, the address needs attention. How to resolve it:
  1. Select Add address on the banner. This opens Clinician Portal → Settings → Practice Settings with the Business address editor already open.
  2. Fill in the street, apt / suite / floor (if any), city, state, and ZIP, then save. Selecting a suggestion from the street autocomplete fills the other fields for you. If the form shows an address error, complete the missing fields and save again. See Saving the Business address.
  3. The banner clears once a complete address is on file. The apt / suite / floor line is optional and does not affect completeness.

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Business verification status

Every practice has a business verification status that determines whether it can charge clients. You can see the current status on the Home checklist and on the Business step in the Clinician Portal.
Approved alone is not enough to charge. An approved practice also needs a valid 9-digit Business Tax ID (EIN or SSN) and a complete Business address (street, city, state, ZIP) on file. Approved practices cannot edit the Tax ID themselves. If Add Charge reports a Tax ID problem, contact Thrizer support through your Thrizer account. See Charge readiness.
Team Owners and Practice Administrators can move an Incomplete practice forward without contacting support:
  1. Open Clinician Portal → Settings → Practice Settings.
  2. Fill in every required KYB field. See Which fields are checked for the full list.
  3. Select Submit for review.
Submitting moves the practice into Pending review. Thrizer will move you to Approved or Rejected once the review is complete. Some submitted KYB fields may become non-editable while or after Thrizer verifies them. If you need to change a locked field, Thrizer support can reopen it. After support confirms it has reopened a locked Business Information field, a Team Owner or Practice Administrator can update it in Practice Settings and submit the correction for review. The practice returns to Pending review while Thrizer reviews it; allow up to one business day. Reopening the field does not approve the correction.
Do not share your full SSN, EIN, or other sensitive identifiers in chat, email, or any other unauthenticated channel. Enter these values only in the authenticated Practice Settings workflow after support reopens the field.

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Which fields are checked on an Incomplete practice

An Incomplete practice lists every unmet requirement by name at the top of Practice Settings, so you know exactly which rows to open. Submit for review stays disabled until every one is filled in, and a submission blocked by missing information lists the fields to complete. Thrizer checks these Practice Settings rows:
  • Business Structure — your entity type (for example, sole proprietor, LLC, S-corp) as it appears on your W-9.
  • Business Name — the legal business name reported on government documents and tax forms.
  • Business Tax ID — both the 9-digit tax ID and the tax ID type (EIN or SSN). The type is a separate value inside the Business Tax ID modal, not a visible row of its own, so it can be unmet even when the tax-ID number looks filled in.
  • Business Address — the legal business address used on your 1099-K. Must be a complete US address. A street line is required. City, state, and ZIP alone are not enough, so an address can be unmet even when the visible field is not empty.
  • Practice Name — the practice’s DBA (doing business as) name.
If your practice stays Incomplete after you think you’ve filled everything in, open the top-of-tab list to see which specific rows Thrizer is still waiting on.
A Rejected practice can still edit its KYB fields, but Thrizer support handles resubmission rather than the portal.

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Banking & Payouts

Team Owners and 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, sending payouts to different accounts per clinician, or automated revenue splits between clinicians. Practices that need to divide funds between clinicians handle that distribution outside Thrizer.

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Who can change these settings

Profile is available to all Clinician Portal roles. Practice Settings and Banking & Payouts are restricted to Team Owners and Practice Administrators. Staff Members and Clinicians who need a change to either area should contact a Team Owner or practice administrator.

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Practice agreements and security documents

For when the Business Associate Agreement takes effect and whether a separate signed copy is available, see Business Associate Agreement execution and copies. Thrizer is HIPAA compliant for its supported product and service operations. Thrizer does not provide a release-of-information form or HIPAA intake template, and does not approve your practice’s forms or establish compliance for separate practice workflows. Your practice does not need to complete a separate PCI compliance or self-assessment questionnaire process to use Thrizer’s payment flow. This does not determine obligations for payment systems or card-data handling outside Thrizer. For formal Thrizer security or PCI documentation, contact Support through your account with the requesting organization and the document or questionnaire being requested.