Bookem lets you use document forms in client notes within documents. These are especially useful for creating notes for assessments, progress reports, or completing questionnaires.
Follow these steps:
1. Open the client's profile and navigate to the 'Documents' tab
2. Open a new or existing document
3. Select '+ Insert' and then 'Form' from the drop-down menu
4. Select the form from the library of forms that has already created in Documents > Forms
5. Once you've selected the form, it will open. You can choose to fill it in, or simply add it by scrolling to the bottom and clicking 'Update'
6. Remember to save your document by clicking 'Save & close'
Note: If a note form with *required fields is inserted into a document, any required (forced ) fields will be overridden to be optional, and filling in these previously compulsory fields will be the onus of the team member taking creating the note.
Note: When your form contains diagrams or images, you can directly draw on any images, such as body charts