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Creating Note forms such as assessment forms or other templates

Bookem allows you to create custom reusable forms to be used within Notes, typically for, but not limited to, assessment templates.

Note forms in Bookem are practical tools designed for efficient note-taking. These can be set up on a client's profile and then utilised to record important information during client interactions.

Creating different note form templates

To create a note form,

  • Go to Forms and select 'Note' from the top tab.

  • You can then click on '+ New Form' to create a new Note form, or edit an existing Note form by clicking on the 'Edit' button.

  • If you created a new note form, give it a name and click 'Create'

We'll walk you through some different note forms in the next section.

Assessment form

This type of note form is beneficial for a wide range of professionals. For healthcare providers like psychologists, physios and dietitians, it's used to evaluate a patient's mental or physical state. Meanwhile, in non-medical settings, businesses may use it to assess customer satisfaction, employee performance, or product quality. It's a comprehensive tool that aids in capturing subjective impressions, observations, or test results, guiding professionals in making informed decisions.

Form fields used to create the example note form below:

  • Short text

  • Long text

SOAP notes

While traditionally used by healthcare professionals, the SOAP note format can also be adapted by other industries for systematic documentation. The 'Subjective' part captures personal impressions or feedback, the 'Objective' part records measurable data or facts, 'Assessment' provides a professional evaluation, and 'Plan' outlines the next steps for action.

Form fields used to create the example note form below:

  • Short text

  • Long text

Rubrics

Rubrics provide a structured way to assess performance against specific criteria, making them useful for both medical professionals like occupational therapists and non-medical businesses. For instance, an Occupational therapist can use rubrics to systematically assess a patient's task performance. By rating each task on a scale, they can track progress, identify areas for intervention, and communicate effectively about the patient's abilities and goals. Educational institutions might use rubrics to grade student work, while corporations might use them to evaluate project success.

Form fields used to create the example note form below:

  • Short text

  • Long text

  • Multiple Choice

  • Dropdown

Case histories

A case history note form is used to record detailed information about a person's background, medical history, and previous treatments. It provides a comprehensive view of the person's past and present health conditions.

Form fields used to create the example note form below:

  • Short text

  • Long text

Audiograms

An audiologist uses an audiogram note form to graphically record a patient's hearing ability at different frequencies. This tool allows them to identify any hearing loss the patient may have, determine its severity, and plan appropriate treatment or intervention strategies. It's a crucial component in diagnosing and managing hearing-related conditions.

Form fields used to create the example note form below:

  • Short text

  • Long text

  • Diagrams

  • Checkboxes

  • Signature

Screenings (can be specific to specialist)

Screening forms are essential for assessing potential risks or issues. In a medical setting, they might be used to detect symptoms or conditions. In a non-medical context, businesses might use them to screen potential employees, assess risk factors for projects, or even evaluate customer eligibility for certain services.

Form fields used to create the example note form below:

  • Short text

  • Long text

  • Diagrams

Learn more: