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Before you start

Set up your common Services in the catalog for the clinician who provides them. Use What are Services in Thrizer? to understand Billable and Non-billable Services, your default rates, and changes for individual clients. Clinicians in service-provider roles can open their own catalog under Clinician Portal → Settings → Services. Team Owners and Practice Administrators can edit an eligible teammate’s catalog within their practice. Staff cannot edit a teammate’s catalog; permission to manage widget visibility or a client’s terms does not grant catalog editing.

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Add a billable Service

  1. Open your Settings → Services catalog and select Add Service.
  2. Keep Service Type set to Billable when the offering will use Thrizer’s supported insurance-billing process.
  3. Enter Service Name, CPT Code, Rate ($), and Location.
  4. Review the defaults and select Add Service.
The Billable label does not guarantee insurance coverage or reimbursement. Choose the correct code and location for the service your practice provides.

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Add a non-billable Service

  1. Open Settings → Services and select Add Service.
  2. Set Service Type to Non-billable for an offering charged through Self-Pay without an insurance claim.
  3. Enter Service Name, Amount ($) greater than zero, and Description.
  4. Select Add Service.
A Non-billable Service is excluded from claims and superbills. It does not require an insurance service code.

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Edit your catalog

Select a Service’s row, or open its row actions and select Edit. Update the fields and select Save Changes. The Service Type is fixed after creation. Review client-specific terms separately when a client’s agreed amount differs from your defaults. Catalog changes do not rewrite completed charges. The row actions also include Delete with a confirmation. Review the affected clients and widget listing before deleting a Service. If you remove a Service used as a client’s Primary Service or customized offering, review the client’s Services before the next charge rather than assuming that setup is still available. To reorder the catalog, drag the Service’s six-dot handle in the Order column to the desired position. Wait for Order updated before relying on the change. If the save fails, the list returns to its previous order.

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Manage Services for a teammate

A Team Owner or Practice Administrator can open Clinician Portal → Team, select the eligible clinician’s row or View Profile action, then open Services in that teammate’s panel. Check whose catalog is open before saving. From Clinician Portal → Benefits → Widget settings → Team, an available Manage services link opens the applicable catalog. It does not create separate widget-only Services or prices. Staff who need a teammate’s catalog changed should ask the clinician, a Team Owner, or a Practice Administrator. See Invite team members and manage their access for role and rendering-clinician boundaries.

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If the catalog is missing or will not load

A Staff role is not a service-provider role and does not have its own Services catalog to use for rendering care. If the expected clinician’s Services control is missing, check the selected person and role; ask a Team Owner or Practice Administrator for help with the team setup. If the page says the catalog could not be loaded, refresh your own Settings page, or close and reopen the teammate panel. If the catalog won’t load, wait before recreating Services so you don’t add duplicates. If it still fails, contact Support through your Thrizer account with the page, affected clinician, and error message.

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What appears in the benefits widget

The widget uses the catalog list price, rather than a client’s customized amount. Follow Widget setup to control visibility, order, and sharing after your catalog is ready. For the catalog walkthrough video, see Your catalog in the September 12 release notes.