How do I add a new provider?

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Overview

First identify what needs to be added:

• A clinician or staff member to your practice: use Team.
• An insurance company on a client’s plan: review Insurance.
• A client connection to a clinician: send an invitation.
• Your practice to an insurer’s provider records: follow provider registration, a separate payer process.

Choose the matching task below.

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Are you a Team Owner or practice administrator adding a clinician or team member?

Use Clinician Portal → Team → Add Team Member to invite a new clinician or staff member to your practice. See Invite team members and manage their access for the invitation flow, role definitions, and how team members interact with the Thrizer Widget.

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Update a client insurance provider or payer

Practice steps: For an accepted connection you are permitted to manage, open Clinician Portal → Clients, select the client, then open Insurance → Edit Insurance Plan. Staff Members can handle clients in their practice; Clinicians use their own client connections. Review Linking or editing insurance for complete steps and restrictions. Client steps: The client can open Client Portal → Settings → Insurance plan and select Edit Insurance Plan to update their own details.

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Help a client review a clinician connection

Practice steps: Send the client an invitation using Add and manage clients. Adding the client establishes the practice-side record and connection. Invitation acceptance is not a universal billing prerequisite. A client who chooses to accept a pending invitation does so in their own account; the practice cannot accept it on their behalf. Client steps — wording you can share:

To review your connection with our practice, open Client Portal → Clinicians. If an invitation is pending, you can accept or decline it there. You can contact Support through your own account if you need help.

For a superbill from a provider who does not use Thrizer, the client submits it directly to the insurer. Use Claims and superbills for the complete current and historical submission rules.

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If you’re still not sure

Ask whether the person means a team member, an insurance company, a client connection, or payer registration before choosing a path. Contact Support through your account if the matching task is not working.

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