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Documentation Index

Fetch the complete documentation index at: https://docs.athelas.com/llms.txt

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The Athelas Branding Engine lets your practice set logos and preferred names for the practice and its facilities in a single central location. The engine surfaces these logos and names on all patient-facing and external surfaces so your practice maintains a consistent branding experience.

Setting up branding

To access the Branding Engine settings, navigate to My Practice in the side panel, then to the Marketing tab. Navigating to My Practice → Marketing From here, you’re first directed to set up the site-level branding:
  • Display name — The preferred name that appears in outbound messages, the Sent by field in emails, and on external-facing surfaces like the Lead Tracker landing page and the Patient Portal.
    Billing PDFs and other legal documents will continue to use your Billing Name, set in My Practice → Facilities, not your display name.
  • Banner image — A 4:1 ratio image that appears in places like the header of PDFs, the bottom of outbound emails, and above fields and forms patients fill out.
  • Hero image — A large 1:1 ratio image that appears as the detail image on website surfaces like the Patient Portal and the Lead Tracker landing page.
  • Logo image — A smaller 1:1 ratio image used as the icon in browser tabs and smaller logo locations.
When uploading logos, you can zoom in or out and adjust the positioning of the image to achieve the desired appearance. Uploading and positioning a logo As you update the fields and logos, the Marketing tab shows live examples of how your branding will appear in surfaces like the Patient Portal landing page and an example PDF. Live preview of branding changes

Facility-level branding

If specific facilities have their own branding or naming needs, you can adjust facility-level branding through the Facility tab. The Facility tab becomes accessible once the initial site-level branding has been saved. To configure facility-level branding, select the desired facility in the dropdown and edit the facility-level settings.
Any unedited fields on a facility default to the site-level setting. For example, if you don’t upload a hero image for a facility, it inherits the site-level hero image.
Editing facility-level branding

Branding locations

The uploaded logos and preferred names appear across a variety of patient-facing surfaces.

Billing PDFs

Branding on a billing PDF

HEP PDF

Branding on a Home Exercise Program PDF

Lead Tracker landing page

Branding on the Lead Tracker landing page

Patient Portal

Portal sidebar Branding on the Patient Portal sidebar Portal invitation link Branding on the Patient Portal invitation link

Online scheduling

Branding on the online scheduling flow

Kiosk

Branding on the patient kiosk

Patient outreach

Text Branding on an outbound text message Email Branding on an outbound email

FAQ

Display Name is the patient-facing preferred name used in outbound messages, email Sent by fields, the Patient Portal, and the Lead Tracker landing page. Billing Name is the legal name on billing PDFs and other legal documents — that one is set under My Practice → Facilities and is not affected by Branding Engine changes.
  • Banner image: 4:1 (wide).
  • Hero image: 1:1 (square, large).
  • Logo image: 1:1 (square, smaller — used as a browser-tab icon).
When uploading, you can zoom and reposition the image to fit the target aspect ratio.
Yes. Once you save your site-level branding, the Facility tab becomes available. Select a facility from the dropdown to override individual fields. Any field you leave blank inherits the site-level value — so you can override only the pieces that differ (for example, just the display name) without re-uploading every image.
Across patient-facing surfaces: billing PDFs, HEP PDFs, the Lead Tracker landing page, the Patient Portal (sidebar and invitation link), online scheduling, the kiosk, and outbound text and email outreach. The live preview on the Marketing tab shows examples of the key surfaces as you make changes.
No — only the assets you have on hand. The Facility tab inherits unset fields from the site level, and any patient-facing surface without a configured asset falls back to the default Athelas branding. You can iterate and add the remaining images over time.