Question

How do I include my practice details on the letterhead of the PDF Form Submission?

Solution

When a patient submits their form, HotDoc automatically downloads a PDF version of the form into your practice software and also gives you the option to manually download a PDF.

In some instances, such as your "Transfer of Medical Records" requests, you might want this PDF to include your practice details so that the other practice knows where to send the records or how to follow up with your practice. You can do this by enabling the 'Include letterhead in submission PDF' setting.

How to Include letterhead in submission PDF

1. Log in to your HotDoc Dashboard and on the left-hand side click on Forms > Forms.
   
   
   
   
2. Click Edit next to your form, then select Settings
   
   
   
   
3. Under Form Submission Settings tick 'Include letterhead in submission PDF'
   
   
   
   
4.  You're now good, and next time you download this type of form submission PDF, the header will include the following practice details:
   
   
   • Your practice name
   • Address
   • Phone number
   • Website
     
     
     
     To learn how to edit these details, please see: How to edit your Practice Profile information

If you have followed the steps above and find you are encountering any issues, please contact us via the Submit request link at the top of the page with further details about the issue and we can assist.