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This article is intended for all Medical Office Assistants (MOAs) who are associated with a doctor's office on the Thrive Health platform. |
As a Medical Office Assistant, there are two ways to edit a patient's information. You can edit their basic information from your worklist (Workflow #1) or send them an update request for more detailed information (Workflow #2).
Workflow #1: Editing Basic Information
1. Log in to your account on app.thrive.health. From your worklist, click on the patient's name whose information needs to be edited.
2. You can directly edit the patient's information from this field.
Note: The email address field cannot be edited after the patient accepts their invite and creates their account.
Workflow #2: Editing Health History
To edit or update a patient’s health history, you must send them an update request. Only a patient can update their health history.
1. From your account on app.thrive.health, click on the three dots to the far right of the patient's name on your worklist.
2. Next, click Patient Details and then Request Update.
Note: Sending an update request will resend the questionnaire to your patient. All their previous answers will be pre-filled. If anything has changed, they will be able to easily edit their information and resubmit their questionnaire.
