Proactive Clinic
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User Guide / Settings & Admin

Settings & Admin

Configure the clinic, users, roles, catalogs, integrations and data tools.

For: Admins

Admins manage the clinic from Settings: users and roles, clinical catalogs (services, problems, meds), charting templates, branding, integrations and operational modules. Role-based access controls what each staff type can see and do.

The Settings hub — configuration, catalogs, integrations, EHI export and admin tools.
The Settings hub — configuration, catalogs, integrations, EHI export and admin tools.
Common admin tasks
  1. 1Add a user: Admin → Users → invite, set role and provider details.
  2. 2Enable a module (e.g., pharmacy routing, Labcorp): Admin operational settings.
  3. 3Connect a data source for migration: Settings → FHIR import (Practice Fusion / Veradigm).
  4. 4Export EHI or clone the platform installer from Settings.
Tip:Changes made in preview must be redeployed to appear on your live site.
User Guide — Proactive Clinic