Customize Services and sliding-scale rates for a client

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Why customize a Service

Set a client’s agreed rate or Service details without creating a duplicate Service or changing other clients’ prices. Your catalog stays the starting point for everyone else. Client-specific terms apply only to the relationship between that client and that clinician. Review What are Services in Thrizer? for how these saved details take priority over catalog defaults. Open Clinician Portal → Clients, select the client, and find Services on the Overview tab. Select Manage to open the client’s Services drawer. The client must have an active, accepted connection, and your account must have permission to edit the applicable client Services. Permitted staff may manage client-specific terms without being able to edit the clinician’s catalog. If the page offers View rather than Manage, read the connection notice and ask an authorized practice member about the required next step; do not treat profile access as edit permission.

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Set a Primary Service

Open the Service’s row actions and select Set as primary service. Thrizer uses that Service as the starting selection when you create a charge for the relationship. If no Primary Service is set, you can choose a Service when you create each charge.

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Moving from a charging profile

Services have replaced charging profiles. If your client’s old charging profile could not be matched to a catalog Service, you need to select a Service for each new charge until you set a Primary Service for that clinician-client relationship.

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Set client-specific terms

Open the Service’s row actions and select Customize terms. Review the catalog values shown alongside the editable fields: Choose details that match the service being provided, then select Save Changes. CPT support and claim-structure requirements still apply to Billable Services. The saved client-specific terms take priority over the catalog defaults when that clinician charges that client. Saving a field with its catalog value removes that field’s customization for the client. To return the client to the catalog defaults, open the row actions and select Reset to catalog terms. If your account can edit the underlying catalog, Manage Services Catalog at the top of the drawer opens your own Settings → Services or the permitted teammate’s catalog in Team. Staff who can customize client terms still need the clinician, a Team Owner, or a Practice Administrator to edit that catalog. Use catalog editing steps for the applicable role and route. These changes affect this clinician-client relationship only; they do not change the public widget price or another client’s setup.

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Can I offer sliding-scale rates through Thrizer?

Yes. You can offer a client a sliding-scale rate through Services, including a rate that differs from your publicly advertised fee.

1. Open Clinician Portal → Clients and select the client.
2. On Overview, find Services and select Manage.
3. Open the Service’s row actions and select Customize terms.
4. Set Rate to the fee you agreed with that client, then save.

The rate applies only when that clinician charges that client for the Service. It does not change your catalog, the list price shown in the benefits widget, or other clients’ rates. If you change your agreement later, update the client’s Service terms before future charges.

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Can I charge a sliding-scale fee and submit a claim for my standard fee?

No. An out-of-network claim must use the actual agreed Service fee. You cannot charge a reduced fee and have Thrizer bill insurance for your higher standard fee or the difference. For example, if your public fee is $150 and you agree to a sliding-scale fee of $20 for the session, the Service amount and claim billed amount must be $20, not $150. The insurer decides coverage and reimbursement.

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What if the concern is paying the full fee upfront?

OON Billing with Instant Reimbursement may help eligible clients with upfront cash flow. The agreed Service fee remains the amount billed on the claim. The client pays their estimated responsibility plus the applicable Instant Reimbursement fee, and Thrizer advances the remaining Service amount. Your net payout is subject to any applicable clinician processing fee. That estimated payment is calculated by Thrizer; it is not a sliding-scale amount you choose. Estimates may differ from the insurer’s final outcome. Review Instant Reimbursement availability and fees before choosing this option. If you reduce the agreed Service fee, that reduced fee must still be used on the claim, including with Instant Reimbursement.

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After reassigning a client

Services belong to each clinician. When a practice administrator reassigns a client to another clinician, Thrizer clears the client’s Primary Service and customized Service terms for that relationship. This also applies when clients are reassigned while removing a team member. Before the next charge, review the new clinician’s Services and prices:

1. Open Clinician Portal → Clients and select the client.
2. On Overview, find Services and select Manage.
3. Choose a Service from the new clinician’s catalog. Use its row actions to Set as primary service or Customize terms as needed.

The previous clinician’s client-specific terms do not carry over. Without new client-specific terms, the new clinician’s catalog defaults apply. If you do not set a Primary Service, choose a Service when creating each charge.

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What happens when you charge

Before confirming a charge, check the selected clinician, Service, and amount. The client’s saved terms take priority over catalog defaults; changes made only on that charge do not update either saved setup. See What are Services in Thrizer? for the full model and Charge clients for the charge steps.

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Related articles

For a video of client-specific Services, see Per-client terms in the September 12 release notes.