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All about documents

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)

Creating a document

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

  1. Go to Clients and find the client you need and open their profile.

  2. 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.

Insert an existing form into a document

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'

Send documents

Once you have completed the document, e.g. sick note, simply click on the arrow and hit Send.

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