How to Add a Header to your Notes

Treatment Notes can be a very powerful tool and not only do we want them to cover all aspects of a client’s treatment progress, we want them to look great!

Should you opt to print your notes or just save their PDF and have a header displayed on them, here is how to enable it:

  1. Navigate to "More > Settings".
  2. Click on the second tab, "PDF Header" and then select "Same as Web Header" or "Custom".
  3. Check the box beside "Use this header in Treatment Notes as well".

Your treatment notes will now display the custom header you designed.

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