If you ever need to share your treatment notes with your patients or another third party, you can save them as PDF files and email or print away! You can dress your treatment notes up in their fanciest outfits by adding your logo to them, too. 🎩
Here's a video overview of the process:
Add a Logo to Treatment Notes
☝️ Note: If you've already uploaded your logo for invoices or letters, skip these first steps and head down here!
Click the Choose file button:
Select your logo from its spot on your computer, and upload it. You won't see it right away—first, click the Save document settings button at the bottom of the page:
Head back into your Documents & printing settings, and you will now see that your logo has been uploaded:
Now for the next step—getting it to display on your treatment notes!
Display Your Logo on Treatment Notes
Now that your logo is uploaded into Cliniko, you can actually display it on your letters. In the Documents & printing settings, tick the box under Display logo:
There will be a few other things to think about in these settings, as well!
- Hide unselected checkboxes: if you use the checkbox feature from the treatment note templates and don't select any answers when writing your notes, those blank checkboxes will not show up in the PDF.
- Page size: the paper size you'll be using for printing your treatment notes (you will need to be sure that your print settings are set to this, as well!).
- Top margin: how much space will be between the top of your logo and the top of the paper.
Once you've specified all your settings, be sure to save. When you export your treatment notes to PDF, they will look something like this:
That's all you need to do to add your logo to letters!
☝️ Note: The logo will never show up on the treatment note template, or when you're writing the treatment note in Cliniko. It will only show up on the PDF version of the treatment note.