Documents

Configure how the practice’s document looks when sent to patients and other providers, promoting the organization’s brand.
The kind of documents that can be sent to the patients and providers based on the configuration are:

To set up or edit a practice logo in the documents, click on the “Upload Practice Logo” button, select an image from the gallery, and click “Save” to save the logo image.
To include your practice logo in the documents mentioned earlier, click on the “Include Logo” checkbox in every document type section.
To add a footer in all the documents, enter your preferred footer content in the “Footer Information” section.
Configure the email content based on which the document will be sent to the patients.
Click the “Edit” button in the Default Email section to enter the subject and email message content, and click “Save” to save the information.
To save the document configuration, click on the “Save Documents” button.

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