Bookem allows you to use note form templates in your client notes. These are particularly 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 you have already created in Forms > Note
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.
7. If you are using a tablet; mouse or digital pen, and your form contains diagrams or images, you can directly draw on any images, such as body charts.
Note Forms are a Bookem Premium feature.