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Clinician Capability & Surface Map

Last Updated: 2026-04-07 Status: Canonical
Purpose: Defines the complete inventory of clinician-facing portal surfaces and their capabilities. Use this file to determine whether a feature exists, where it is located in the clinician portal, who can access it, and what UI elements (fields, filters, actions, options, and displayed values) are present. Routing Guidance for RAG Query this file when the user is asking about: Where to find something in the clinician portal How to perform an action in the UI (navigation, clicks, steps) Whether a clinician or admin can perform a specific action What inputs, fields, filters, or options appear in a screen What data is shown in a specific view (lists, detail pages, exports) What capabilities exist within a specific surface (Clients, Payments, Claims, Benefits, Widget, Team, Settings, etc.) Do not use this file when the question involves: Fees, pricing, or payout calculations Reimbursement amounts or insurance outcomes Benefit estimation logic or claim adjudication Policy interpretation or business meaning of values This file answers “what exists and how it appears in the UI”, not “how the system behaves financially or logically.”

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Retrieval Rules

  • Each ## CAP- section is a deterministic retrieval chunk.
  • Chunk IDs are stable and immutable.
  • Display labels are surface-only unless defined in another canonical file.
  • Status, result, payment type, benefit values, and referral metrics are not defined here.
  • Prerequisites appear only when required for surface access.
  • This file does not define workflow rules outside direct UI surface behavior.

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Field Schema

  • Type
  • Portal
  • Roles
  • Objects
  • Intents
  • Title
  • Where
  • Fields
  • List fields
  • Detail fields
  • Filters
  • Options shown
  • Actions
  • Supports
  • Outcome
  • Constraint
  • Prerequisite
  • Display values
  • Sections shown
  • Inputs shown
  • Capabilities
  • Enablement note

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Clinician Portal

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CAP-CLIN-CLIENTS-VIEWNOTIFICATIONS-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: practice Intents: how, where Title: View product update notifications Where:
  • Clinician Portal → Clients (top of page)

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CAP-CLIN-CLIENTS-FILTER-ACTIVEARCHIVED-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: client Intents: how, where Title: Filter clients (active vs archived) Where:
  • Clinician Portal → Clients → Active/Archived filter

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CAP-CLIN-CLIENTS-SEARCH-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: client Intents: how, where Title: Search clients Where:
  • Clinician Portal → Clients → Search

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CAP-CLIN-CLIENTS-ADD-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: client Intents: can_i, how, where Title: Add client Where:
  • Clinician Portal → Clients → Add Client
Fields:
  • First name
  • Last name
  • Email address
Outcome:
  • Email invitation is sent to client
  • Client must accept

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CAP-CLIN-CLIENTS-SELECTPAYMENTTYPE-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: client, payment Intents: how, where, can_i Title: Select payment type for a client Where:
  • Clinician Portal → Clients → Client list → Select Payment
Options shown:
  • OON Pay
  • Thrizer Pay
  • Self-Pay

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CAP-CLIN-CLIENTS-ADDCHARGE-FROMOVERVIEW-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: charge Intents: how, where, can_i Title: Add charge from Clients overview Where:
  • Clinician Portal → Clients → Add Charge
Inputs shown:
  • Select client
  • Select clinician (in group practice)
  • Client payment method
  • Amount
  • Date
  • Location
  • Service
  • Duration
System behavior:
  • Creating a Charge initiates the payment workflow for the selected payment type.
  • For OON Pay and Thrizer Pay, creating a Charge initiates claim submission (completed after successful payment).
  • The clinician does not separately submit the claim for these automatic claim flows.
Options shown:
  • Appointment
  • Client No-Show
  • Miscellaneous
Clarification:
  • The “Select clinician” field determines the provider of record for the Charge.
  • The logged-in user creating the Charge may differ from the selected clinician.

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CAP-CLIN-CLIENTS-OPTIONS-MANAGE-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: client Intents: how, where Title: Manage client from list Where:
  • Clinician Portal → Clients → Options (…) → Manage Client

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CAP-CLIN-CLIENTS-OPTIONS-PIN-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: client Intents: how, where Title: Pin client Where:
  • Clinician Portal → Clients → Options (…) → Pin Client

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CAP-CLIN-CLIENTS-OPTIONS-ARCHIVE-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: client Intents: how, where Title: Archive client Where:
  • Clinician Portal → Clients → Options (…) → Archive Client

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CAP-CLIN-CLIENTS-OPTIONS-REMOVE-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: client Intents: how, where Title: Remove client Where:
  • Clinician Portal → Clients → Options (…) → Remove Client

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CAP-CLIN-CLIENTDETAIL-GENERAL-DIAGNOSIS-MANAGE-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: diagnosis Intents: how, where, can_i Title: Manage client diagnosis codes Where:
  • Clinician Portal → Client → General → Diagnosis
Actions:
  • Add diagnosis code (with name/description)
  • Delete diagnosis code

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CAP-CLIN-CLIENTDETAIL-GENERAL-PAYMENTMETHODS-ADD-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: payment_method Intents: how, where Title: Add client payment method Where:
  • Clinician Portal → Client → General → Payment Methods
Supports:
  • HSA / FSA cards
  • Credit/debit cards (Visa, Mastercard, American Express, Discover)
Fields:
  • Card number
  • Expiration date
  • Security code (CVC)
  • Country
  • Zip code
  • Card holder name not required

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CAP-CLIN-CLIENTDETAIL-GENERAL-PAYMENTMETHODS-DELETE-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: payment_method Intents: how, where Title: Delete client payment method Where:
  • Clinician Portal → Client → General → Payment Methods → Delete

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CAP-CLIN-CLIENTDETAIL-INSURANCE-EDIT-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: insurance Intents: how, where Title: Add or edit client insurance plan Where:
  • Clinician Portal → Client → Insurance → Add/Edit

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CAP-CLIN-CLIENTDETAIL-INSURANCE-VIEWBENEFITS-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: insurance, benefit_check Intents: how, where Title: View client benefits (OON) Where:
  • Clinician Portal → Client → Insurance → View benefits
Detail fields:
  • OON deductible and deductible remaining/progress
  • Coverage amount represents the amount insurance will pay per appointment based on plan details

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CAP-CLIN-CLIENTDETAIL-PAYMENTS-VIEWLIST-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: payment Intents: how, where Title: View client transactions list Where:
  • Clinician Portal → Client → Payments
List behavior:
  • Newest to oldest

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CAP-CLIN-CLIENTDETAIL-PAYMENTS-EXPORTCSV-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: payment Intents: how, where Title: Export client transactions (CSV) Where:
  • Clinician Portal → Client → Payments → Export (CSV)

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CAP-CLIN-PAYMENTS-VIEWDETAILS-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: payment Intents: how, where Title: View payment details Where:
  • Clinician Portal → Client → Payments → Select transaction
Detail fields:
  • Transaction ID
  • Transaction date
  • Charge type
  • Payout date
  • Clinician
  • Client
  • Appointment date
  • Gross amount
  • Processing fee (as displayed in the product)
  • Net amount
  • Payment type
  • Client paid
  • Payment status: Displays whether payment was successful or failed
  • Refund status (if applicable)
Description: Clinicians can view detailed payment information for each transaction, including processing fees and payment statuses (successful, failed, etc.). Supports:
  • Displays the 3% clinician processing fee applied to payments for all session fees.
  • Payment status reflects whether the payment was successfully processed or failed.
Outcome:
  • Clinician receives comprehensive transaction details, including processing fees and payment status.

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CAP-CLIN-CLIENTDETAIL-PAYMENTS-REFUND-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: refund, payment Intents: can_i, how, where Title: Refund a client charge Where:
  • Clinician Portal → Client → Payments → Select transaction → Refund
Outcome:
  • Creates a refund transaction record.

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CAP-CLIN-CLIENTDETAIL-CLAIMS-VIEWLIST-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: claim Intents: how, where Title: View client claims list Where:
  • Clinician Portal → Client → Claims
List behavior:
  • Newest to oldest
List fields:
  • Claim number
  • Submission date
  • Appointment date
  • Status
  • Result

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CAP-CLIN-CLIENTDETAIL-CLAIMS-FILTER-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: claim Intents: how, where Title: Filter client claims Where:
  • Clinician Portal → Client → Claims → Filters
Filters:
  • Date range
  • Charge type
  • Payment type
  • Clinician (group practice)

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CAP-CLIN-CLIENTDETAIL-CHARGINGPROFILE-EDIT-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: charge Intents: how, where Title: Edit charging profile Where:
  • Clinician Portal → Client → Edit Charging Profile
Fields:
  • Service
  • Amount
  • Appointment duration
  • Location

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CAP-CLIN-PAYMENTS-PRACTICE-OVERVIEW-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: payment, payout Intents: how, where Title: View practice payments overview Where:
  • Clinician Portal → Payments
Sections shown:
  • Payout dashboard
  • Confirmed Charges (See All, Export)
  • Pending Charges (See All, Export)
  • Payout History (See All, Export)

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CAP-CLIN-PAYMENTS-PRACTICE-EXPORT-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: payment, payout Intents: how, where Title: Export practice payments Where:
  • Clinician Portal → Payments → Export
  • Also available per section (Confirmed Charges / Pending Charges / Payout History)

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CAP-CLIN-BENEFITS-INSTANTCHECK-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: benefit_check Intents: how, where, can_i Title: Use Instant Benefit Checker Where:
  • Clinician Portal → Benefits → Instant Benefit Checker
Inputs shown:
  • Rate
  • Service
  • First name
  • Last name
  • Date of birth
  • Insurance company
  • Member ID

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CAP-CLIN-WIDGET-CONFIGURE-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: widget Intents: how, where Title: Configure Thrizer Widget Where:
  • Clinician Portal → Benefits → Thrizer Widget
Capabilities:
  • Customize Widget (branding, name, colors)
  • Website Embed
  • Shareable Link (Thrizer-hosted)
  • Analytics (traffic over time)
Enablement note:
  • At least one team member must be active with a service to enable widget.

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CAP-CLIN-WIDGET-TEAMMEMBER-ADD-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: team_member, widget Intents: how, where Title: Add team member for widget services and rates Outcome:
  • Team member services and rates determine what clients can select in the public benefits calculator Where:
  • Clinician Portal → Benefits → Thrizer Widget → Add Team Member
  • Also accessible via Me → My Team (management surface)

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CAP-CLIN-HELP-REQUESTHELP-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: support Intents: how, where Title: Request help Where:
  • Clinician Portal → Help → Request Help

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CAP-CLIN-HELP-REQUESTBENEFITCHECK-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: benefit_check, support Intents: how, where Title: Request benefit check request for a client Where:
  • Clinician Portal → Help → Request Benefit Check Request Use case:
  • Used when automated benefit check is unavailable or fails

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CAP-CLIN-REFERRAL-SHARE-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: referral Intents: how, where, can_i Title: Share referral invite Where:
  • Clinician Portal → Referral
Actions:
  • Share signup code
  • Share link
  • Email invite to colleague
Detail fields:
  • Waived balance (remaining waived revenue amount)

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CAP-CLIN-ME-MYTEAM-VIEW-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: team_member Intents: how, where Title: View team members Where:
  • Clinician Portal → Me → My Team
List fields:
  • Name
  • Email
  • Role
  • Status
Display values:
  • Status may display Invited or Accepted

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CAP-CLIN-ME-MYTEAM-ADD-001

Type: capability Portal: clinician Roles: practice_admin Objects: team_member Intents: can_i, how, where Title: Add team member Where:
  • Clinician Portal → Me → My Team → Add Team Member
Fields:
  • First name
  • Last name
  • Email address
  • Individual NPI
  • Role
Display values:
  • Role may display Practice Administrator or Clinician

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CAP-CLIN-ME-MYTEAM-RESENDINVITE-001

Type: capability Portal: clinician Roles: practice_admin Objects: team_member Intents: how, where Title: Resend team member invite Where:
  • Clinician Portal → Me → My Team → Actions → Resend Invite

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CAP-CLIN-ME-MYTEAM-REMOVE-001

Type: capability Portal: clinician Roles: practice_admin Objects: team_member Intents: how, where Title: Remove team member Where:
  • Clinician Portal → Me → My Team → Actions → Remove Member

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CAP-CLIN-ME-CHECKBENEFITS-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: benefit_check Intents: how, where Title: Check client benefits (from My Account) Where:
  • Clinician Portal → Me → Check Client Benefits

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CAP-CLIN-ME-SETTINGS-PERSONAL-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: account Intents: how, where Title: Edit personal information Where:
  • Clinician Portal → Me → Account Settings → Personal Information
Fields:
  • Profile photo
  • Legal first name
  • Email address
  • Individual NPI
  • Reset password request
Constraint:
  • Email address cannot be changed
  • New email requires new Thrizer account

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CAP-CLIN-ME-SETTINGS-BUSINESS-001

Type: capability Portal: clinician Roles: practice_admin Objects: business_settings Intents: how, where Title: Edit business information Where:
  • Clinician Portal → Me → Account Settings → Business Information
Fields:
  • Business name
  • Practice name (DBA)
  • Business tax ID
  • Group NPI
  • Entity type
  • Business address

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CAP-CLIN-ME-SETTINGS-BANK-001

Type: capability Portal: clinician Roles: practice_admin Objects: bank_account Intents: how, where Title: Add or edit payout bank account Where:
  • Clinician Portal → Me → Account Settings → Bank Account
Fields:
  • Account number
  • Routing number
  • Account type
Display values:
  • Account type may display Business Checking, Business Savings, Personal

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CAP-CLIN-ME-FEEDBACK-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: feedback Intents: how, where Title: Submit feedback Where:
  • Clinician Portal → Me → Feedback Center
Actions:
  • Rate and send notes

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CAP-CLIN-ME-LOGOUT-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: account Intents: how, where Title: Log out Where:
  • Clinician Portal → Me → Logout

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CAP-CLIN-CLIENTS-SELECTPAYMENTTYPE-001

Type: capability Portal: clinician Roles: clinician, practice_admin Objects: client, payment Intents: how, where, can_i Title: Select payment type for a client Where:
  • Clinician Portal → Clients → Client list → Select Payment
Options shown:
  • Thrizer Pay (Only available if the eligibility is met according to Thrizer Pay Eligibility Rules)
  • OON Pay
  • Self-Pay
Outcome:
  • Clinician cannot select Thrizer Pay unless the eligibility is met according to Thrizer Pay Eligibility Rules.

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CAP-CLIN-CLIENTDETAIL-CLAIMS-EXPORT-SUPERBILL-001

Type: capability Portal: clinician Roles: clinician Objects: claim Intents: how, where, can_i Title: Export superbill as PDF Where:
  • Clinician Portal → Client → Payments → Export Superbill
Description: Clinicians can generate a PDF superbill directly from a client’s profile for self-pay clients who wish to submit claims to their insurance independently without using Thrizer for reimbursement. How it works:
  1. Open the client’s profile.
  2. Go to the Payments tab.
  3. Select Export superbill to generate the PDF.
Supports:
  • PDF export for self-pay clients only.
  • Clients can submit the generated superbill to their insurance without Thrizer’s involvement.
Outcome:
  • Generates a downloadable PDF superbill for client submission.
End of document.