How do I set up the header and footer for my notes?

How do I set up the header and footer for my notes?

The information in your header and footer, such as your logo, signature, and licence number, will be used when printing or saving your progress notes and invoices as PDFs.
Once a note is recorded, the header and footer of that note cannot be modified. This also applies to saved invoices. That's why it's important to properly configure your header and footer from the start.
  1. Access your settings: In the left menu of the platform, select Settings > Header and Footer.

  2. Add or modify your information:
    1. Logo: Upload the logo of your organization, professional order, or private practice.
    2. Provider information: Enter your name, email address, business address, and other relevant contact information.
    3. Signature:
      1. Option 1: Sign your name in black or dark blue ink on a white sheet of paper, take a photo of it, and upload it by clicking Select.
      2. Option 2: Use the Signwell tool to create a digital signature, save it to your computer, then upload it.
    4. Additional information: Add your licence or permit number and any other relevant information.



  3. Preview and save: After adding your information, click Preview to see how it will look on a progress note or invoice. If everything is to your liking, click Save.


Additional tips

  1. Ensure your logo is of good quality and appropriate size.
  2. Use a clear and readable font for your signature.
  3. If your professional title is not in the choices offered in the General settings section, or if you are an intern or trainee, modify the Additional information section to match your role.
Headers and footers are not visible directly on the platform. They only appear when printing or saving as PDF.


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