Thrizer Widget

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Overview

The Thrizer Widget lets prospective clients check estimated out-of-network benefits and costs using your practice’s configured services and rates.

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Where to go

Go to: Clinician Portal → Benefits The Benefits page includes:

• Thrizer Widget
• Team roster
• Page appearance

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Widget setup requirements

The Widget requires at least one active team member with a service and rate who is set to Shown in Widget settings. Those services and rates determine what prospective clients can select in the public benefits calculator.

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Widget setup checklist

When your widget is not ready to publish, the Benefits page replaces the live preview with a Finish setting up your benefits widget card marked with an Action required badge. The card highlights what is missing and gives you a direct action to fix it. The card shows three states: For a solo team, the relevant team member’s drawer opens automatically when you select Add services or Manage Team. For multi-clinician teams, Widget settings opens on the Team tab so you can select which member to update. Once at least one team member with services is visible on the widget, the card disappears and the live preview returns.

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What practice administrators can manage

Practice administrators can manage:

• Widget domain
• Page settings
• Profile picture
• Team member setup
• Services and rates
• Page appearance

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Do I have to upload clients, or can I just use the Benefits Checker / Widget?

You do not have to add clients before using the Widget. The Thrizer Widget (Benefits Checker) is designed for prospective clients. They can run an out-of-network benefit check on your practice’s public benefits page before they become a Thrizer client.

• No client upload required to use the Benefits Checker on prospective clients.
• Adding a client (invitation) is required later when you want to charge them, submit claims, or use OON Pay / Thrizer Pay.

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How do I add a clinician to the Benefits Checker?

Team members and the Benefits Checker share the same Team roster.

1. Go to Clinician Portal → Team and use Add Team Member to invite the clinician. See Team members.
2. Configure a service and rate for that clinician so they appear in the Widget’s calculator. At least one active team member with a service and rate is required for the Widget.
3. If the Team roster on Clinician Portal → Benefits does not immediately reflect the new team member, refresh the page. If they still do not appear after a short wait, contact Thrizer support at help@thrizer.com.

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I do not see the Team roster or expected Widget controls

Widget and Team controls are practice-administrator functionality. If you are the practice administrator and cannot see the expected controls on Clinician Portal → Benefits or Clinician Portal → Team, contact Thrizer support at help@thrizer.com with:

• your practice email address
• your role in the practice
• a screenshot of the page where controls are missing
• the URL / page name (for example, Benefits page or Team page)

Users with the Staff Member or Clinician role generally do not see team-management controls. In that case, ask your practice administrator to invite or update team members.

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Widget actions

From Clinician Portal → Benefits, practice administrators can:

• Edit marketing page settings
• Manage the profile picture shown on the marketing page
• Open the Team page’s invite modal to add a team member

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Sharing the Widget

The Widget supports two formats:

• iframe
• standalone

Use the iframe option to embed the Widget on a website. Use the standalone option to share a Thrizer-hosted benefits-check page.

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Who can see and configure the Widget?

Practice administrators can see and manage every Widget and Benefits Checker control described above. That includes the Widget domain, page settings, profile picture, team member setup, services and rates, page appearance, Team roster, and the Instant Benefit Checker. If you are a practice administrator and cannot see expected Widget or Benefits controls — for example, the Team roster is missing or the Widget appears read-only — contact Thrizer support at help@thrizer.com with:

• your practice email
• your role
• a screenshot of what you are seeing
• the page in the Clinician Portal where controls are missing

Staff Members and Clinicians have more limited access to team and payout-related tools. See Team members and Payments, payouts, and refunds for the role breakdown.

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Do I need to upload clients to use the Benefits Checker?

No. The Thrizer Widget and Instant Benefit Checker can be used to check estimated out-of-network benefits without adding those individuals as Thrizer clients first. Adding a client is only required when you want to charge sessions or submit claims through Thrizer for that client.

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Public Widget behavior

The public Widget displays the insurance benefits eligibility widget for the specified facility or team. If the Widget is inactive, the public page shows an inactive message.