Clinic Settings control how your organization appears to patients and staff, and what patients are asked to consent to when they join your program. Most settings are only editable by clinic owners and admins.
To access Clinic Settings, click your profile or the settings menu in the top navigation and select Clinic Settings.
Clinic Info
The Clinic Info page is where you manage your organization's basic profile.
Organization Name
Update the name that appears to patients and across the platform.
- Go to Clinic Settings
- Click Clinic Info in the left sidebar
- Update the Organization name field
- Click Save
Logo
Add your clinic's logo so it appears on patient-facing screens and consent pages.
- Go to Clinic Settings
- Click Clinic Info in the left sidebar
- Click Upload logo and select an image file (PNG, JPG, or WEBP, maximum 2 MB)
- Click Save
Collection Notice
A collection notice is a statement that tells patients what information your clinic collects and how it is used. If your clinic has regulatory or compliance requirements, you can add your own collection notice here.
Adding a Collection Notice
- Go to Clinic Settings
- Click Clinic Info in the left sidebar
- Scroll to the Collection Notice section
- Enter your notice text using the text editor. Basic formatting (bold, lists, etc.) is supported
- Click Save
Once saved, patients will see a required checkbox on the consent screen asking them to review and agree to your collection notice before they can proceed. They cannot complete the consent flow without accepting it.
After a patient agrees, the collection notice appears in their Thrive Personal account under Legal Terms, alongside the Thrive platform policies.
Removing or Updating a Collection Notice
You can edit the collection notice text at any time by returning to the Clinic Info page. Note that changes to the notice do not automatically trigger re-consent from existing patients.
Team Management
Add existing Thrive users to your clinic, assign roles, and remove role access on a dedicated Team page. See Managing Your Team for the full guide.
Common team actions:
- Add a team member — Add an existing Thrive user to your clinic by email
- View team members — See everyone in your clinic and the role(s) they hold
- Remove a role — Revoke a specific role from a person; remove all roles to revoke their clinic access entirely
Organization Activity Log
Every meaningful action in your clinic — adding team members, role changes, consent events, form assignments, encounter archives — is recorded in the Organization Activity Log. Use it for compliance reviews, internal audits, or to investigate "who changed what, and when."
- Go to Clinic Settings
- Click Activity Log in the left sidebar
- Filter and sort by date, actor, category or source
Enterprise: Multi Clinic Management
If your organization runs multiple clinics under a single parent entity, Enterprise lets a single admin manage members across every child clinic:
- A consolidated user list spanning all clinics in the enterprise
- An enterprise-level admin role that can add and remove members across every child clinic in one place
For the full breakdown of enterprise roles, what an Enterprise Admin can and can't do, and how the Settings Admin role gets granted automatically, see Managing Your Enterprise.
Other Settings
Several other settings live in the Clinic Settings sidebar — each with its own dedicated guide:
- Templates — Build forms and summary templates. See Building Form Templates and Creating Clinical Summaries.
- Custom Fields — Define worklist-specific fields. See Customizing Your Worklist
- Lists — Set organization-wide defaults for the worklist columns, sort order, and page size. See Customizing Your Worklist.
- Automations — Configure workflow automations. See Automating Workflows.
Clinical scoring expressions are configured inside the form builder itself rather than as a standalone settings page. See Configuring Clinical Score for details.