You can add a custom letterhead to letter and encounter notes. Each user can configure their own custom headers. If you create a letter or encounter, your letterhead appears on it when it it saved, printed or sent, even if someone else changes it. For example a provider creates a letter and the MOA edits it later, the providers' letterhead remains on the letter.

Patient demographics can be automatically added below the custom letterhead.

For best results, use images that meet the following requirements:

  • .png or .jpg format

  • height 0f 180 pixels x width of 725 pixels, or with the same ratio


  1. From the main toolbar, click Settings > Templates > Custom Header

  2. Click Select Letterhead.

  3. Choose an image from your device and open.

    A preview appears.

    📌 Note: To automatically attach the patient's demographics below the header image, click Enable under Show Patient Demographics.

  4. Refresh your browser (Press Ctrl {Cmd}+F) to save your new letterhead.

Updated: August 10, 2021

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