As Bookem evolves, so does its terminology. To keep you updated, here are the changes: Booking forms are now service forms, note forms are now document forms, and sendable forms remain the same.
Document forms, a Bookem Premium feature, let you create custom reusable forms for use within Documents.
Follow these steps:
1. Go to Documents > Forms
2. Click '+ New form'
3. Name your Note Form and click 'Create'
4. Next, add form fields to your Document Form by selecting from the following field types:
Text fields: Text fields are for short and long text entries
Drop-downs: Drop-downs can be used for custom options or be linked to data lists
Checkboxes: Checkbox fields allow you to select multiple options
Multiple choice: Multiple choice fields allow you to select only one option
Diagrams: Add images or body charts, useful for annotating progress reports or questionnaires
Here's an example:
This is a patient assessment document form, with images, short text, and long text added to it
Follow these steps:
1. Open a new or existing document
2. Select +Insert and then Form from the drop-down menu
3. Now, select the document form that you want to add
4. Once you've selected the form, it will open. You can choose to fill it in, or insert it blank, by scrolling to the bottom and clicking 'Update'
5. Remember to save your document by clicking 'Create & close' / 'Save & close'
If a document form with *required fields (forced) is inserted into a document, these required fields will become optional. It will be up to the team member completing the document to fill them in.
Standardised templates: Provides a standard framework for consistent assessments
Improves accuracy: Ensures all necessary information is collected and recorded consistently
Enhances data collection: Offers a structured format for capturing and storing information
Increase compliance: Meets regulatory requirements with clear and concise records
Reduce costs: Saves time and effort with reusable, customisable templates