Adding a practice logo to documents

Note: This feature is only available on the Professional Plan. See Should I subscribe to the Essential Plan or the Professional Plan? to learn more about the features included in each plan. 

You can add your practice logo in your settings and choose to display it on invoices, statements, consent documents, and intake questionnaires

  • Navigate to My Account > Settings > Documents 
  • Click Upload Logo 
  • Select your logo from your computer
    • You can only use JPEG (.jpg) of PNG (.png) logo files


Once you've uploaded a logo, you can select which documents you want them to appear on. Check the Show Logo box for each document, and then make sure to click Save Settings per section. 


Your logo will only appear on printable versions of documents. It will not appear in the draft or unsigned versions.

For consent documents and intake questionnaires, your logo will only appear after the client completes and submits the document through the Client Portal. When you open the completed document from the client's Overview page or your client opens the completed document from their Client Portal, the logo will appear at the top.


Likewise for progress notes, the logo will only appear at the top after you save the progress note and open the printable version of the document. 


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