Overview
Use this guide to find Widget controls and the practice member who can help with setup. For an introduction, start with What is the Thrizer Widget?. To configure it, follow Set up and share your Widget.Where to go
Open Clinician Portal → Benefits. Use the live preview to check the practice’s public experience and Shareable link to copy an existing link. Team Owners, Practice Administrators, and Staff can manage widget settings. Clinician-role members can preview and copy an existing link. Editing a teammate’s catalog or inviting a team member requires separate permission. Use Widget setup for the full role and configuration guide.Widget setup checklist
If Benefits shows Finish setting up your benefits widget, follow the readiness checklist. Clinician-role members see an inactive notice instead and should ask an authorized practice member to resolve setup.What Team Owners and practice administrators can manage
Use Invite team members and manage their access to invite or manage a clinician’s account, Add and manage Services to edit their catalog, and Widget setup for display and appearance. Check the selected clinician before changing their setup.Do I have to upload clients, or can I just use the Benefits Checker / Widget?
You can use the public Widget before adding clients. Follow Add and manage clients when you are ready to invite someone for billing.How do I add a clinician to the Benefits Checker?
- Ask a Team Owner or Practice Administrator to confirm or invite the clinician’s own team account.
- Set up that clinician’s Services using an account permitted to edit the catalog.
- Have a practice member with widget access follow Widget setup to show and preview the clinician.
- Refresh Benefits if a new team member is not reflected. If the expected active clinician still does not appear, contact Support.