All about documents

With Bookem Documents (previously a version of our Notes feature), you can easily create and send professional and medical documents.

You can set up templates for any document, or use them blank.

Documents are typically useful for:

  • Clinical/treatment notes

  • Referral letters

  • Sick notes

  • Prescriptions

  • Post-consultation programs and plans, e.g., eating plans, rehab programmes

How to make notes in documents

1. Access the client profile via your calendar or Clients in the side menu

2. Click on the client's name and navigate to the 'Documents' tab

3. Click 'New document' and select any a blank document or a template

4. After creating a new document, you can add in any of your note forms by clicking '+Insert > Forms'

5. Select the form you want to insert, and click 'Update' at the bottom to insert before or after completing it

6. You can also add any of the following to your document note:

  • Tables

  • Check lists

  • Drop-down lists

  • Columns

  • Free drawing/ scribbling areas

  • Diagrams and images

  • Page breaks

  • Horizontal lines for separations between sections

  • Document headers

  • Other templates: Reuse one or more other templates within your template

7. Once you are done with your session notes, click 'Create' and then 'Save & Close'

How to create a referral letter in documents

1. Access the client profile via your calendar or Clients in the side menu

2. Click on the client's name and navigate to the 'Documents' tab

3. Click 'New document' and select the referral letter template

4. Here's an example of a pre-loaded template to fill out:

5. You can save and/or send it to the client and/or the provider you are referring to by adding their email address into the bar before sending

How to create a sick note in documents

1. Access the client profile via your calendar or Clients in the side menu

2. Click on the client's name and navigate to the 'Documents' tab

3. Click 'New document' and select the sick note template

4. Here's an example of a pre-loaded template to fill out:

5. You can save and/or send it to the client and/or a third party, like their employer by adding their email address into the bar before sending

How to create prescription in documents

1. Access the client profile via your calendar or Clients in the side menu

2. Click on the client's name and navigate to the 'Documents' tab

3. Click 'New document' and select the prescription template

4. Here's an example of a pre-loaded template to fill out:

5. You can save and/or send it to the client and/or a third party, like their employer by adding their email address into the bar before sending

How to create a post-consultation program or plan in documents

1. Access the client profile via your calendar or Clients in the side menu

2. Click on the client's name and navigate to the 'Documents' tab

3. Click 'New document' and select the appropriate template, or create a new one if necessary

4. Here's an example of a pre-loaded template to fill out:

5. You can save and/or send it to the client and/or a third party, like their employer by adding their email address into the bar before sending

Learn more