Add images, documents, tables and charts to your Bookem Note Forms

Before reading this article, make sure you've read the following articles:

• Sendable, Booking and Note Forms, what's the difference?

• How do I add a Note Form to a client's notes?

You can add different fields to a note form:

• Text fields: Short and long text entries.

• Dropdowns: Can be linked to data lists.

• Checkboxes: Allow you to select multiple options.

• Multiple choice: Allow you to select one option.

• Diagrams: Images, tables or charts/body charts can be added here. This can be helpful for annotating progress reports or questionnaires.

Learn more about fields here.

To add a diagram field type, follow these steps:

1. Go to Forms > Note

2. Click '+New form'

3. Create a new Note Form

4. Now, add the 'Diagram' field type

5. You can now use the Diagram field type to upload the following to the form:

• Images

• Documents

• Tables

• Charts

6. Just select the appropriate file and upload

7. Remember to Save and close!

You will be able to access this Note Form during note-taking in Documents by clicking on the '+ Insert > Form' from the drop down at the top right of the document.

Patient Notes is a Bookem Premium feature.