Bookem simplifies referral letter creation by offering document templates that automatically populate your business and patient information.
Use a document template
1. Go to Documents > Templates
2. Open the referral letter template or click '+New Template' if you don't have a referral letter template
3. Add your header, populate variables and signature field to complete the letter template
Write your referral letter:
1. Go to Documents and click ‘+New Document’
2. Choose a client
3. Select your referral letter template
4. Write your letter and sign
Send the referral letter:
1. Click 'Create & Send' & 'Save & Send'
2. Choose your delivery method:
Email (multiple addresses can be added manually or by searching for existing clients)
SMS (limited to one recipient- the client)