With Bookem’s Documents feature, practitioners can easily create, customise, and send professional or medical documents using pre - set templates or ones you design yourself. This helps streamline your workflow and ensures consistency across your communications.
Bookem allows you to create a wide range of document types to suit your practice’s needs, including:
Clinical or treatment notes: Record session details, assessments, and progress
Referral letters: Refer clients to other healthcare providers or specialists
Sick notes: Provide official documentation for time off work or school
Prescriptions: Issue prescribed treatments or recommendations
Post-consultation plans: Share follow-up programs such as rehab exercises, eating plans, or ongoing care instructions
You can build these documents using flexible templates and tools, making it easy to maintain accurate, professional records tailored to each client
The best way to customise documents is by using document templates. Templates let you structure your content for consistency, saving time and ensuring a professional standard across all client communications.
When creating documents in Bookem, you can add various fields to capture the information you need:
Text fields: For short or long written entries
Drop downs: Create your own options or linked to data lists for consistent selections
Checkboxes: Allow multiple options to be selected
Multiple choice: Limit selection to one option
You can also add diagrams, images, tables, or charts to enhance reports, home programmes, or assessments.
While Bookem has a dedicated Forms tool for collecting structured information, documents should primarily be designed using templates for a consistent and professional layout.
However, if needed, you can insert an existing form into a document to collect specific client data directly within the document itself.
Follow these steps:
Open the document you’re working on
Click the '+Insert' button and select 'Forms' from the dropdown menu, or click on the Form button in the document
Choose the relevant form from your list
Once you’ve completed your document, you can easily share it with a client or a third party - such as when sending a referral letter or medical summary.
Follow these steps:
1. Click the arrow icon in the top-right corner
2. Select 'Send'
3. A unique, secure link to the document will be generated automatically
If you choose to send via email, the recipient will receive the link along with a PDF attachment of the document
If you send via SMS, the recipient will receive the link only
4. Documents can also be shared securely from Clients
Note: Every sent message is stored in Messages giving you a clear record of what was shared and when
Learn more here.