When a patient has a Thrive Personal account and has connected to your clinic, their health record is available directly inside the clinical encounter. Conditions, medications, lab results, allergies, and more are organized by category alongside the encounter, giving care teams the information they need without switching systems or asking patients to repeat themselves.
When you can see a patient's health record
You can see a patient's Personal health record when all three of the following are true:
1. The patient has a Thrive Personal account (or claims a record your clinic started for them).
2. The patient has consented to a Patient → Clinic Connection with your clinic.
3. The connection is currently Active (not disconnected or declined).
If any of these isn't true, the Health Record section is empty or hidden. The encounter and clinic-contributed records are still available — only the patient's Personal records require an active connection.
Connection status on the patient record
When you click an encounter from the worklist, the patient details slideout opens. In the identity bar at the top — alongside the patient's name, date of birth, and PHN — a chip tells you whether the patient is connected to your clinic:
- Patient-linked record — the patient has claimed the record and is sharing it back with your clinic. Any records they add appear here
- Clinic-only record — no patient has connected yet. The record contains only what your team contributed
The same chip appears at the top of the full patient view. Hover it for a short description.
Accessing a patient's health record
Clicking a patient from the worklist opens a side panel with that encounter pre-selected. From here you can access the full health record.
- Click any patient encounter from your worklist to open the encounter details panel
- Use the menu on the left side of this panel to navigate between sections: Encounters, Health Record, Personal Info, and more
- Select Health Record and browse by category: conditions, medications, allergies, immunizations, lab results, procedures, practitioners, documents, diagnostic reports, and notes
- Each category shows the record count and the most recent entries first
What you can do in this view
- Patient demographics (name, DOB, PHN, email) are shown in the main panel header for quick scanning
- The sidebar can be collapsed or expanded to maximise the content area
- Opening a record or form loads it directly in the same panel, allowing you to stay within the same encounter and not lose your place
- Click Full View to expand to a full patient view. You won't lose your place in the encounter
- The navigation trail at the top shows "Encounters / Encounter · [date]" and you can click it to go back to the encounters list
Clinical view is read-only
You can view everything in the patient's connected health record, but you cannot edit or delete records the patient owns. This applies to all categories:
- Conditions, medications, allergies, immunizations, lab results, procedures, diagnostic reports, practitioners
- Patient-authored notes, uploaded documents, AI-assistant entries
If something looks wrong, ask the patient to correct it on their side.
Clinic-contributed records — the ones your team created (referral details, intake form responses, scores, encounter notes) — remain editable by your team.
How data gets into the health record
The health record is built from information the patient has added in Thrive Personal:
- Uploaded document: Patients upload records and Thrive automatically pulls out information like medications, conditions, and lab results
- Completed forms: Form responses are saved as health records when the patient submits
- Manual entries: Patients can add records directly through the Thrive Personal interface
- AI assistant: Patients can save responses from the health assistant as records
- Clinic-contributed records the patient has claimed: If your team added a referral or intake response before the patient claimed their PHR, those records appear in the patient's account once they claim it
Each record shows where it came from — patient upload, AI extraction, manual entry, or a specific connected clinic.
What changes when a patient claims their record
If your team created a patient record (for example, from a referral) before the patient signed up for Thrive Personal, the patient can later claim that record. Once they claim it:
- The patient becomes the owner of the record
- They see everything your team contributed to that record — referral documents, intake form responses, and any data extracted from those
- You continue to see the patient through the connection — but only if they opt in to share their record back with your clinic
- If they don't opt in to share back, you keep the records you already added but you won't see new records they add
What you can see
| Category | What's included |
|---|---|
| Conditions | Active and past conditions |
| Medications | Current and past medications |
| Allergies | Recorded allergies and reactions |
| Immunizations | Vaccination history |
| Lab results | Results grouped by category with trend data |
| Procedures | Past procedures |
| Practitioners | The patient's care team |
| Documents | Uploaded documents and extracted data |
| Diagnostic reports | Imaging and other diagnostic records |
| Notes | Patient-authored notes |