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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.

Go to any patient account that you print statements for and click REPORTS at the bottom. Click Patient Statement to see what it looks like on the screen.  If you make any more changes, you can click REFRESH in the upper right corner.

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