Team members

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Short answer

Practice administrators can add and manage team members.

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Where to go

Team member workflows appear in:

• Clinician Portal → Team
• Clinician Portal → Benefits → Team roster
• Clinician Portal → Home → Invite Teammate

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Add a team member

Go to: Clinician Portal → Team Use Add Team Member to open the invitation modal. The workflow includes:

• Role

The available team role in the Team area is Staff Member.

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Widget connection

Team member setup also affects the Thrizer Widget. At least one active team member needs a service and rate before the Widget can be used for prospective client benefit checks.

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Role boundary

Team management is practice-admin functionality. Users without team-management access should ask a practice administrator to invite or update team members.