> ## Documentation Index > Fetch the complete documentation index at: https://docs.thrizer.com/llms.txt > Use this file to discover all available pages before exploring further. # How to set up the Thrizer Widget > Learn how clinicians can configure the Thrizer Widget, share it with prospective clients, and help clients estimate out-of-network benefits. ## Before you start The Thrizer Widget lets prospective clients check estimated out-of-network benefits using the services and rates configured by your practice. You can customize the widget, embed it on your website, or share a Thrizer-hosted link. The results are estimates only, and insurance determines final coverage, reimbursement, and claim outcomes. ## Where do I find the Thrizer Widget? You can find the widget in the Clinician Portal under the **Benefits** area. From there, you can preview the widget, configure it, and select how to share it with prospective clients. ## What's required to show the widget Before the public widget can be used, your account needs: * At least one clinician set up * At least one service for that clinician * A rate for that service * The clinician's **Display** setting set to **Shown** Business information and bank information are **not** required to show the widget. The Thrizer Widget is free for clinician accounts. ## Who can manage widget settings? Widget settings are managed by practice administrators. If you do not see edit options for your practice's widget, contact a practice administrator. ## What can I customize? Open **Widget settings** from the Benefits Widget page to configure the widget. Settings are organized into three tabs: * **Team** — Add team members and configure which services and rates appear in the widget. * **Appearance** — Set branding details such as the practice name and colors. * **Advanced** — Select how to share the widget, including the website embed type and the Thrizer-hosted shareable link. The Benefits Widget page also shows a live preview of the public widget and analytics for traffic over time. Use these settings to make the widget feel connected to your practice while still letting clients check their estimated out-of-network benefits through Thrizer. ## What needs to be set up before the widget works? At least one team member must be active with a service and rate, and be set to **Shown** in Widget settings, before the widget can be used. The services and rates connected to your team members determine what prospective clients can select in the public benefits calculator. If clients do not see the right service options, check that the relevant team member has an active service and rate configured. ## Why is the live preview replaced by a setup checklist? When your widget is not ready to publish, the Benefits page hides the live preview and shows a **Finish setting up your benefits widget** card with an **Action required** badge. The card replaces the preview so the remaining setup steps are what you see first. The card shows three states, and each one comes with a clear next step: * **No services added** — No team member has a publishable service yet. Select **Add services** to open Widget settings on the Team tab and add a service to a team member. If your practice has only one team member, that member's drawer opens automatically. A secondary **Customize** action opens the Appearance tab, which is optional but recommended. * **All team members hidden** — At least one team member has services, but no one is set to **Shown** in the widget. Select **Manage Team** to open Widget settings, then turn on **Show in widget** for a team member. For a solo team, the relevant member's drawer opens automatically. * **No active clinician on the team** — Your practice does not have an active clinician who can be published to the widget. Contact Thrizer support at [help@thrizer.com](mailto:help@thrizer.com) if you believe this is an error. Once at least one team member is visible on the widget with a publishable service, the setup card disappears and the live preview returns automatically. Clinicians who do not manage widget settings see an inactive-widget notice on the Benefits page instead of the setup hero. When available, the notice shows the name of a practice administrator to contact. ## How do I add team member services and rates? You can add team member services and rates from **Benefits Widget → Widget settings → Team → Add team member**. This is also available from **Clinician Portal → Team**. Team member services and rates are what power the options clients see when they use the public benefits calculator. ## Widget rates vs. what you charge clients The rate set for a service on the widget is used to generate the public benefit estimate that prospective clients see. It does not have to match the exact amount you charge a specific client. The amount actually charged is determined by the client-specific rate or charge details you use when you create a Charge in the Clinician Portal. Thrizer does not currently support sliding scale as an automated rate schedule, global pricing rule, or default charging profile applied across all clients. If you use sliding scale or client-specific rates, adjust the rate manually on each client's charge profile or on the Charge itself before charging. If you change your rate later, update the affected client charging profiles before their next charge. Because widget results are estimates, a client's final charged amount and reimbursement can differ from the widget estimate. ## How do I control which team members appear in the widget? Each team member has a **Show in widget** toggle in their drawer on the **Team** tab. * New team members start hidden from the widget. * The toggle stays disabled until the team member has at least one service. Add a service first, then turn on **Show in widget** to make the team member selectable in the public benefits calculator. * If you remove every service from a team member, they are automatically hidden from the widget. ## How can I share the widget? You can share the widget in two main ways: 1. Use the **Website Embed** option to place it on your practice website. 2. Use the **Shareable Link** option to send clients to a Thrizer-hosted version. The shareable link is useful if you do not want to edit your website right away or want to send the benefit check directly to a prospective client. ## What does the widget collect from clients? The widget uses the client’s service selection, session rate, and insurance details to generate an estimated reimbursement amount and estimated out-of-pocket responsibility. The widget is designed for prospective benefit checks. Thrizer does not save the client information entered into the public widget. ## Are widget results guaranteed? No. Widget results are estimates based on available insurance information. Final outcomes are determined by the insurance carrier after claim processing. For the full list of what a benefit check can and cannot confirm, see [What is a benefit check?](/help/payments/what-is-a-benefit-check). ## Related articles Learn what the Thrizer Widget does and how it helps prospective clients estimate out-of-network benefits. Use the clinician-side benefit checker to estimate a client’s out-of-network benefits from inside the portal. Learn what happens when an automated benefit check does not return enough information. Understand what benefit checks can estimate and why results are not guaranteed. See how insurance compatibility depends on the client’s plan, benefits, and verification results.