With Bookem Documents (previously a version of our Notes feature), you can easily create and send professional and medical documents.
You can set up templates for any document, or use them blank.
Documents are typically useful for:
Clinical/treatment notes
Referral letters
Sick notes
Prescriptions
Post-consultation programs and plans, e.g., eating plans, rehab programmes
1. Access the client profile via your calendar or Clients in the side menu
2. Click on the client's name and navigate to the 'Documents' tab
3. Click 'New document' and select any a blank document or a template
4. After creating a new document, you can add in any of your note forms by clicking '+Insert > Forms'
5. Select the form you want to insert, and click 'Update' at the bottom to insert before or after completing it
6. You can also add any of the following to your document note:
Tables
Check lists
Drop-down lists
Columns
Free drawing/ scribbling areas
Diagrams and images
Page breaks
Horizontal lines for separations between sections
Other templates: Reuse one or more other templates within your template
7. Once you are done with your session notes, click 'Create' and then 'Save & Close'
1. Access the client profile via your calendar or Clients in the side menu
2. Click on the client's name and navigate to the 'Documents' tab
3. Click 'New document' and select the referral letter template
4. Here's an example of a pre-loaded template to fill out:
5. You can save and/or send it to the client and/or the provider you are referring to by adding their email address into the bar before sending
1. Access the client profile via your calendar or Clients in the side menu
2. Click on the client's name and navigate to the 'Documents' tab
3. Click 'New document' and select the sick note template
4. Here's an example of a pre-loaded template to fill out:
5. You can save and/or send it to the client and/or a third party, like their employer by adding their email address into the bar before sending
1. Access the client profile via your calendar or Clients in the side menu
2. Click on the client's name and navigate to the 'Documents' tab
3. Click 'New document' and select the prescription template
4. Here's an example of a pre-loaded template to fill out:
5. You can save and/or send it to the client and/or a third party, like their employer by adding their email address into the bar before sending
1. Access the client profile via your calendar or Clients in the side menu
2. Click on the client's name and navigate to the 'Documents' tab
3. Click 'New document' and select the appropriate template, or create a new one if necessary
4. Here's an example of a pre-loaded template to fill out:
5. You can save and/or send it to the client and/or a third party, like their employer by adding their email address into the bar before sending