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Kareo Help Center

Add Doctor's Name Above Practice Name on Statement

To add the doctor's name above the practice name on statements

  1. Click Settings > Options > Patient Statement Options.
  2. In the Practice Name field, select "Custom Practice Name" from the drop-down menu.
  3. In the Custom Name field, enter the doctor's name.
  4. Click Save.
  5. Click Settings > Practice Information.
  6. In the Contact Information Address box, add the name of the practice above the address (if not already done so).
  7. Click Save.
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