How do I download client notes in Bookem?

Bookem allows you to download client notes as a PDF directly from the Documents tab.

Download notes created in documents

Follow these steps:

  1. Go to Clients to find and open the client profile

  2. Click on the 'Documents' tab and choose the note to download

  3. Open the document where your notes are

  4. In the document, click on the arrow in the top right of the screen and select 'Download'

    The document with notes will download to your computer as a .PDF file

Pro-Tips

  • Ensure sufficient storage on your computer to download the .PDF file.

  • If using a public computer, remember to log out of Bookem after downloading the client notes.

Important note on POPIA

Once you have downloaded the patient notes, the original remains secure, but you are responsible for the safe storage of files to comply with the POPI Act.

Learn more