Skip to main content
Create an account for your practice, or use a team invitation to join an existing one. If you need an invitation, ask a Team Owner or Practice Administrator to add you as a teammate. Client records are added by your practice, separately from a client’s portal registration. Already have an account? Go to Set up your practice and start billing for the complete setup checklist.

​
Signing up as a clinician

Clinicians and practices set up their own account in the Clinician Portal:
  1. Complete account and profile setup.
  2. Complete business and banking setup if you are a Team Owner or Practice Administrator. You don’t have to finish practice setup on the day you sign up. At the Create Practice step you can select I’m not ready to set up my practice, then sign back in later and select Set up my practice to pick up where you left off.
  3. Answer two questions about your practice. Near the end of the signup wizard, a Team Owner or Practice Administrator enters the practice’s average monthly credit card processing volume across all processors and the number of clinicians on staff. Both answers are required before onboarding can finish. A $0 volume is a valid answer if the practice does not process cards yet. You cannot change these answers from the Clinician Portal after submitting — contact Thrizer support if you need to correct them.
  4. Add your clients. Adding a client sends them their email invitation.
Team Owners and Practice Administrators must submit business information and have it approved by Thrizer before the practice can charge clients. See Getting started as a clinician for the full onboarding steps, or try the clinician onboarding demo.

​
Set up client records separately

Add the client from your practice account using Adding and managing clients. This establishes the client record and connection and sends an invitation for portal access. You can complete supported billing setup and begin billing without waiting for invitation acceptance, provided all other requirements for charging are met. When the client needs or chooses to use their portal, their access steps are:
  1. Find the invitation. It goes to the address your practice entered. The client can search that inbox and spam folder for Thrizer, your name, or the practice name.
  2. Finish portal registration. The client follows the invitation’s setup link, then signs in to the Client Portal with that same address. Use client access and invitation recovery when the link is missing or expired.
  3. Review the connection. A pending invitation appears under Client Portal → Clinicians and on the client’s Home page. The client can select Accept in their own account.
These are client-only steps. The client signs in and accepts their own connection. A practice member should not use the client login or complete the acceptance on their behalf. Clients cannot independently create a client account, search for a clinician, or add a clinician from the Client Portal. Your practice starts the relationship by adding them; do not send an uninvited client to sign up as a clinician. Use Set up a client and understand their portal to decide what your practice can manage and which insurance, payment, or reimbursement task needs client participation. Choose only the steps your client needs. For example, the client adds their own reimbursement bank for the Bank method; that step is not needed for Check or Instant Reimbursement. Clients retain direct Support access. Use client troubleshooting and Support to help with access and account questions.

​
Avoid the wrong account type

Use clinician or team access to manage your practice. A person receiving care uses the client record established by their practice, even if they also have a separate clinician account. See client setup and portal guidance for responsibilities and Who can use Thrizer for supported clinician and provider types.