1. Thrive Clinical
  2. Getting Started
  3. Getting Started with Thrive Clinical

Search

Managing Your Clinic Settings and Account

Thrive Health Support
Thrive Health Support
  • Updated

Clinic Settings control how your organization is configured — forms, automations, worklist layout, and more. Click Clinic Settings in the top navigation to access them.

Note: Clinic Settings are only accessible to clinic owners and admins.
Setting What It Does
Clinic Info Update your organization name, logo, and verification settings. See Managing Clinic Settings
Collection Notice Add a custom collection notice that patients must agree to during consent. See Managing Clinic Settings
Custom Fields Create fields that appear as columns on your worklist, specific to your practice. See Customizing Your Worklist
Lists Set the default columns, sorting, and layout for all users in your organization. See Customizing Your Worklist
Templates Build and manage the forms patients fill out. See Building Form Templates
Automations Set up rules that trigger actions automatically. See Automating Workflows

Managing Your Account

Account Settings are available to all users. Access them from the top navigation to change your password, email address, and personal preferences.

Theme

Choose how Thrive Clinical looks so it's comfortable to read across a long shift.

  1. Go to Account Settings from the top navigation
  2. Click Theme
  3. Pick an option and save it
Option What it does
Auto Follows your device's light or dark setting and switches with it. This is the default
Light Always uses the light colours
Dark Always uses the dark colours
Colour Vision Deficiency A palette chosen to stay readable with colour blindness

Each option previews as you select it, so you can see the result before saving.

What to Do Next

Now that you're set up, here's the recommended order to get started:

  1. Create your forms. Build forms to collect the data you need from your patients. See Building Form Templates
  2. Set up summary templates. Define how form responses get summarized. See Generating Form Summaries
  3. Customize your worklist. Add custom fields and columns relevant to your practice. See Customizing Your Worklist
  4. Add patients. Start creating encounters and assigning forms. See Managing Patients & Encounters
  5. Set up automations. Automate repetitive tasks to save time. See Automating Workflows