Bookem makes it easy to create professional, consistent documents - whether you're starting from scratch or using a template. You can customise documents with structure, visuals, and rich content to suit anything from clinical notes to referral letters, sick notes, or prescriptions.
Documents support a range of features to help streamline your workflow, including uploading files (like photos or scans), recording voice notes, and drawing directly on diagrams or images.
š” Pro tip: If you regularly create the same type of document - like referral letters or consultation notes - consider turning it into a document template. Templates save time, reduce manual entry, and help your team stay consistent.
Follow these steps:
Go to your Calendar
Open the booking, then click Documents > + New document
You can start with a blank document or select one of your existing templates
Tip: Starting a document from a calendar booking automatically pulls in booking details, saving you time
Use the toolbar to build out your document with the content and formatting you need. You can include:
Type directly into the document ā Just click and start typing
Format text ā Use bold, italics, headings, bullet points, and more
Insert variables ā Automatically pull in dynamic details like client name, date, diagnosis, or practitioner
Columns ā Arrange content side - by - side for a cleaner format
Tables ā Organise structured information clearly
Page breaks ā Separate content across multiple pages
Horizontal lines ā Visually divide sections within the document
Checklists ā Add tickable lists for symptoms, or assessments
Drop-down lists ā Provide quick - select options for consistent data entry
Diagrams and images ā Insert visuals such as clinical diagrams, body charts, or logos
Free drawing areas ā Draw or annotate directly within the document
File uploads ā Attach supporting files like photos, scans, or videos
Voice notes ā Record spoken observations or summaries directly into the document
Click Create & close to finalise the content