Why Services matter
Services let you save the offerings you charge for, so you can select them again for future sessions. Each clinician has their own catalog, even within the same practice. Changes to one clinician’s catalog don’t affect another’s.What a Service includes
Each Service has a name and price. A Billable Service also stores claim details, such as a CPT code and service location. Start with Add and manage Services to create your catalog.Billable and non-billable Services
Billable means you can use the Service for supported insurance billing. The insurer still decides coverage, claim approval, allowed amounts, and reimbursement. Non-billable means not billed to insurance. You can still charge the client through Self-Pay. These Services do not require insurance service codes and are excluded from insurance claims and superbills.Examples
You might set therapy sessions or an intake as Billable when you plan to submit claims. A consultation, letter, or form might be Non-billable when no claim will be submitted. Choose the details that match the work performed and the payer’s requirements; these examples aren’t coding or coverage rules.Catalog defaults and client-specific terms
Your catalog holds your standard terms. You can customize supported terms for a particular client without changing the catalog, other clients’ terms, another clinician’s catalog, or the list price in the public benefits widget. When you select a catalog Service for a charge:- Thrizer uses the saved client-specific terms, if any.
- Otherwise, it uses that clinician’s catalog defaults.
- A change made only on the charge applies to that charge; it does not update the saved catalog or client terms.
Primary Service
A Primary Service is the default Service selected when you charge that client under that clinician. It is a billing shortcut, not a primary diagnosis or treatment designation. If no Primary Service is set, select a Service when creating each charge. Services replaced legacy charging profiles; if an old profile could not be matched to a catalog Service, set a Primary Service or select a Service for each new charge. See Set a Primary Service. Reassigning the client to another clinician clears the relationship’s Primary Service and customized terms. Before the next charge, follow After reassigning a client.One-time charges
Use a One-time charge for supported charge details outside the catalog. It can use Billable or Non-billable details, or another supported charge type such as no-show or miscellaneous. It applies only to that charge and is not added to the catalog automatically. See Charge clients for the controls and requirements.Services, claims, and superbills
A Billable Service can be used for OON Billing when the charge meets the other claim requirements. Marking a Service Billable isn’t enough on its own for a claim or superbill. Use Self-Pay and superbills for complete document-export eligibility. Automatic OON claim submission and superbill export are separate actions; an available document is not a reason to submit the same insurer claim again.Services and the benefits widget
The public widget uses each displayed clinician’s catalog and list prices. It does not show a client’s customized price. Billable and Non-billable Services can appear; selecting a Non-billable Service does not run an insurance benefit check. An empty catalog prevents that clinician from appearing. Use Widget setup for the complete display requirements and controls.Related articles
For the launch walkthroughs, see the September 12, 2026 release notes.Add and manage Services
Create or edit a clinician’s catalog.
Customize Services for a client
Set a Primary Service or agreed client-specific rate.