You can upload your practice logo and choose to display it on invoices, statements, and superbills. It will also appear on completed, printable versions of consent documents, intake forms and progress notes.
In this guide, we'll cover:
Note: To be uploaded and displayed properly on your documents, your practice logo must be a .jpg or .png image, under 10 MB, and at least 200 pixels tall by 300 pixels wide.
Uploading your practice logo
To upload your logo:
- Navigate to Settings > Practice > Practice details
- Under Practice Logo, drag and drop your logo into the image box, or click Choose image and select the file on your computer
- You can only use JPEG (.jpg) or PNG (.png) files
- To manage which billing documents include the logo, click here next to the helper text to open the Client billing documents page
- You can also navigate to Settings > Client billing and insurance > Client billing documents
- Under each billing document type, check the box next to Include practice logo
- Click Save changes in the upper right corner
Understanding logo visibility on documents
Your logo will only appear on printable versions of documents. It will not appear in the draft or unsigned versions.
For invoices, statements, and superbills, if you have selected the Include practice logo checkbox on the Client billing documents settings page, the logo will appear after you save and open the printable version of the document.
For consent documents and intake forms, 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 profile page or your client opens the completed document from their Client Portal, the logo will appear at the top.
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.