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Print Headers appear at the top of any document that is generated from your Elation account. You can store your practice's name, address, contact information and even business logo in the the Print Header. You will be able to set a default header or select from your list of print headers whenever you need to send any communications out of your Elation account or whenever you need to print any documents.
- Go to "Settings" >> "Print Headers"
- Click "+ Create a new custom header"
- Fill out the form that appears and then click "Save"
- Header Name: Give your header a clear, identifiable name like "John Smith's Personal Header." This will help you and the fellow members of your practice know exactly which header the name refers to when selecting a header at the time of printing.
- Header Content: Type out your header text exactly as you wish for it to appear when printing. After you save, you will see a preview of your custom header.
Click on "Image" as the Header Content, and you will be prompted to either drag-and-drop or upload your custom image. Your image must fall within a 400px tall by 2464px wide size.
Image coming out blurry or too small?
Preparing images for print is different from displaying them on a computer screen, because printers typically have a much higher resolution. Here are some helpful tips to resolve any issues with your image:
- Recommended image size is between 80 and 400 pixels tall, and up to 2464 pixels wide.
- Choose "left align", "right align", or "center align" to avoid blurring due to image scaling.
- If there is text in your image, use a much larger font size than you normally would (e.g. 36-72pt).
- PNG image format is recommended for text and logos; avoid JPG/JPEG and GIF if possible.
- Use bold colors and avoid color gradients for best results when scanning and copying.
To set your default header, go to your
Print Header Settings page and check off the "Set this as my default header" box. Each user (providers and staff) can choose a default header that will be automatically selected each time they print or send documents.
- To edit an existing header, click "Edit".
- You will be able to change the title and the content of your header. Click "Save" when finished.
- To remove an existing header, click "Remove". You will be asked to confirm removal of the header before it is deleted forever.
When printing documents or records from Elation, look to the top of the screen to find a selection menu for the header. Your default header will be automatically selected.
When sending records using Elation's
Letters or Referrals feature, select the Print Header you would like to appear when the recipient receives your communications.
Next Step
Set your default header today!
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