🎨 Practice Branding on Invoices, Superbills, and Forms

We're adding practice branding across the documents and pages your clients see so invoices, superbills, intake forms, and the Client Portal carry your practice's identity instead of generic Upheal styling.

Upload your logo once and it shows up everywhere it should, on every PDF Upheal generates and inside the Client Portal your clients log into. Practices that send superbills for insurance reimbursement, intake packets to new clients, or custom forms like school excuses and doctor's notes will have documents that look like they came from your practice, not a third-party tool.

This is the first step toward fuller customization across the client-facing experience. Tell us what else you'd want to brand by commenting below.

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Upvoters
Status

Completed

Board

Practice Management

Date

About 2 months ago

Author

Ali Self

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