Create a Branded Letterhead [Coming Soon!]

With Healthie’s customizable letterhead feature, you can ensure that every charting note and fax you send reflects your brand’s professionalism and credibility. Whether you're a solo provider or part of a larger organization, branded letterheads help build trust with clients, payers, and referring providers—while keeping your documentation consistent and compliant.

Your Letterheads can be accessed within Settings > Brand. If you've not added your logo and other brand details yet, you can learn how to do so here.

This guide walks you through how to create and manage letterheads within your Healthie account. You can create multiple versions tailored to different workflows, such as e-faxes or internal documentation.

Default Letterhead

By default, your account will be configured with System Default letterhead which includes:

• Brand logo (if one has been added to your account) 
• Organization name 
• Details of primary provider assigned to the client 
  • Provider name 
  • Provider credentials (pulled from member profile) 
  • Provider NPI (pulled from member profile) 
  • Provider address
  • Provider email address 
• Organization phone number
• Appointment details 

Add a New Letterhead 

You can customize what information appears in the top-right corner of PDFs generated from charting notes and faxes. This allows you to maintain a polished and professional appearance across all documentation.

👉 Take a quick tour, or follow the step-by-step instructions below to get started.

To create a new letterhead:

1. Navigate to Settings > Brand > Letterheads.
2. Click + Add to start a new letterhead.
3. Choose the elements you’d like to include, such as:
   • Logos (organization, provider, or current user)
   • Organization or provider contact information
   • Credentials, NPI, address, email, and phone number
   • Appointment details (start time, end time, and total duration)

You can create as many custom letterheads as needed and assign one as the default for your organization. For clarity and consistency, consider labeling letterheads based on their use case—such as "Standard Fax" or "Internal Charting."

Apply a Letterhead to a Charting Note PDF

Within Healthie, you can generate a PDF for a single charting note, or multiple notes. When generating a PDF you have the option to select which letterhead you’d like to display at the top right of the PDF.

Apply a Letterhead to an E-Fax

For customers with E-Fax enabled, a letterhead can be selected as part of the fax creation process. Preview your header before sending your fax.

Delete a Letterhead

Navigate to Settings > Brand > Edit to access the letterhead you’d like to remove. You’ll see the option to Delete the letterhead. This action cannot be undone.