Turning transcripts into clinical documents with Bookem

Bookem helps clinicians turn recorded sessions - in-person or video call - into structured, professional clinical notes. This guide walks you through the full workflow:

1. Record

2. Transcribe

3. Choose a template

4. Generate a document

5. Refine and save

Step 1: Record the session

You can record both in-person consultations and video consultations

Option A: Recording an in-person consultation

1. Open the client booking from your Calendar.

2. Click Start recording. (Reminder: Always obtain client consent before recording.)

3. A recording panel opens automatically. Here you can:

• Pause and resume recording

• Stop recording

• Type notes while recording

4. Rename the audio clip if needed

Option B: Recording a video consultation

When you join the video call through Bookem:

1. Click start recording from the video toolbar

2. The same recording panel appears with full controls

3. The recording is linked to the booking automatically, just like an in-person recording

Step 2: Transcribe the Audio

After you stop the recording, choose your transcription settings:

• Save original recording (optional): saved audio appears under Files on the booking

  

• Choose transcription language:

- Standard English

- Medical English (optimised for clinical context)

- Multilingual (supports multiple languages, including Afrikaans; slightly less accurate)

• Rename the transcription (optional)

• Click Save and transcribe to continue, or Discard and record again

Step 3: Generate a document with AI

1. Save and transcribe audio

2. Optional: Review and edit the transcription.  Tip: small transcription errors are often corrected automatically during generation

3. Rename the transcript, or keep the preset name

4. Save and close

5. Hit Generate

6. Choose an AI document template. Templates that support AI are marked with a purple sparkle

7. Optional: Tick Auto run AI if you want the document to generate automatically.

Leave it off if you want to review or edit the prompt first - for example, to adjust client profile details or attach additional documents/transcripts.

8. Your selected template opens with at least one AI block.

Each block contains a saved prompt that you can edit or replace with one from your prompt library.

9. Hit Go to generate your document.

10. Review the generated content and click Insert to use it in your new document.

Recording tips for best results

• Use a quiet room

• Keep your microphone close and unobstructed

• Test your audio before starting

• On mobile: keep the browser tab active to avoid interruptions