With Bookem Documents, you can easily create and send professional and medical documents. Use blank documents or templates for various purposes, including:
Clinical/treatment notes
Referral letters
Sick notes
Prescriptions
Post-consultation programs and plans (e.g., eating plans, rehab programmes)
From your Bookem calendar
Open the booking and click on Documents + New document to start with a blank document or a template.
From the Client profile
Go to Clients and find the client you need and open their profile.
Go to the Documents tab and click + New document to start with a blank document or a template.
Add notes using text and various fields, such as:
Tables
Checklists
Drop-down lists
Columns
Free drawing/scribbling areas
Diagrams and images
Page breaks
Horizontal lines for section separation
Reuse existing templates and forms within your document
Once complete, click Create and then Save & close.
1. Open your document and click '+Insert > Forms' and choose the relevant form
3. Scroll down and select 'Update' at the bottom to insert the form
4. Once you are done with your session notes, click 'Create' and then 'Save & close'
Once you have completed the document, e.g. sick note, simply click on the arrow and hit Send.