Note forms is a Bookem Premium feature that allows you to create custom reusable forms to be used within Documents.
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.
Follow these steps:
1. Go to Forms > Note
2. Click '+ New form'
3. Name your Note Form and click 'Create'
4. Next, you can add fields to your Note Form
You can choose from the following field types:
Text fields: Text fields are for short and long text entries.
Dropdowns: Dropdowns can be linked to data lists.
Checkboxes: Checkbox fields allow you to select multiple options.
Multiple choice: Multiple choice fields allow you to select one option.
Diagrams: You can also add images or body charts to your Note Form. This can be helpful for annotating progress reports or questionnaires.
To learn more about fields, click here.
Here's an example of a Note Form for patient assessment, with images, short text, and long text added to it:
Once you have created a Note form, you can add it to a document.
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 Note form that you want to add
4. 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'
5. 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 fields will be the onus of the team member taking notes.