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Before you start

Use this guide to configure and share your practice’s public Widget. For its purpose and information handling, see What is the Thrizer Widget?. For what estimates can confirm, see What is a benefit check?. Team Owners, Practice Administrators, and Staff can manage widget visibility and appearance. Clinician-role members can preview the Widget and copy an existing shareable link, but cannot edit widget settings or access the Website Embed card. Widget permission does not grant permission to invite teammates or edit their Services catalogs.

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What is required

Before the public Widget can be used, the practice needs at least one active clinician in an eligible service-provider role, a catalog Service with a list price for that clinician, and that clinician set to Shown using Show in Widget. Business and bank information are not required to show the Widget. The Widget is free for clinician accounts. You do not need to add prospective clients to Thrizer before they use it; client setup is required later for charging or supported claim submission.

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Set up the Widget

  1. Open Clinician Portal → Benefits.
  2. Confirm that the rendering clinician has their own active team account. A Team Owner or Practice Administrator can invite and manage team members.
  3. Add a Service and list price to that clinician’s catalog. A clinician can manage their own catalog; a Team Owner or Practice Administrator can manage an eligible teammate’s. Staff should ask one of those people to make catalog changes.
  4. Open Widget settings → Team, select the clinician, and enable Show in Widget. Review the order of shown clinicians.
  5. Review the live preview and public link before sharing. Confirm the clinicians, Services, prices, and practice appearance.
Appearance controls practice branding and profile-picture options. Advanced controls widget style and Embed type. The sharing cards are on the Benefits page, outside the settings drawer.

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Widget rates and client charges

Widget estimates use catalog list prices. For an agreed sliding-scale fee, save the client’s Service terms before future charges. This does not change the public list price. Before charging a client with a different agreed fee, review their client-specific terms. For the complete relationship between catalog, client terms, charges, and public prices, see What are Services in Thrizer?.

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If the Widget is not ready

Check the active clinician, their catalog and list price, and their display setting against What is required. Open the shareable link to check that your public calculator is ready before sending it to clients.

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When you see a setup checklist instead of the live preview

People who manage widget settings see Finish setting up your benefits widget with an Action required badge when setup is incomplete. A solo team’s member drawer may open automatically. Once a clinician with a publishable Service is shown, the live preview returns. Clinician-role members who cannot configure the Widget see an inactive-widget notice instead; when available, it names a practice administrator to contact.

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How do I manage the Services shown for a team member?

Use Add and manage Services for the catalog controls and permitted roles. An available Manage services link in the Widget’s Team tab opens the applicable catalog. Widget settings do not hold separate Service definitions or prices. For release details, see Benefits widget changes in the September 12 release notes.

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How do I control which team members appear in the widget?

In Widget settings → Team, select the member and use Show in Widget. New members start hidden. The control is disabled if the person is not in a service-provider role or does not have a publishable catalog Service; read the notice and resolve that condition first. Staff cannot be listed as rendering clinicians. Removing every Service hides the member from the Widget. After changing a catalog, review the public listing again. Use the Team tab to arrange the shown clinicians in the desired order.

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How can I share the widget?

Open Clinician Portal → Benefits:
  • Under Shareable link, use the copy control beside the existing Thrizer-hosted URL. Clinician-role members can copy an existing link. If no link is available, ask a Team Owner, Practice Administrator, or Staff member with widget access to configure it.
  • Under Website Embed, copy the supplied code and give it to the person who maintains the practice website. This card is available to people who manage widget settings. To choose the embed format, open Widget settings → Advanced → Embed type, then copy the resulting code from Website Embed.
Open the link or embedded calculator after setup and confirm that it shows the intended practice. If it is inactive, review readiness. If it is not found, return to Benefits and copy the current link. Contact Support if the correct current link still fails. Avoid changing an established shareable URL without planning updates to the places where you have shared it.

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What does the widget collect from clients?

For the information used in a public benefit check and how Thrizer handles it, see What is the Thrizer Widget?.

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Are widget results guaranteed?

Treat the result as an estimate when discussing costs with a prospective client. Use What is a benefit check? for the complete limits and What is the Thrizer Widget? if the check fails.

What is the Thrizer Widget?

Understand the public benefit check and information handling.

Add and manage Services

Configure the correct clinician’s catalog and list prices.