Bookem AI document templates: How they work and when to use them

Bookem’s document templates with AI help you generate consistent, accurate clinical notes and letters.

Each document template with AI can include:

  • One or more AI blocks

  • A saved prompt that guides what the AI scribe generates

  • Optional page layout elements, which are helpful for letters or formal reports

Document templates with AI can be simple, with little or no added elements or you can fully format them, depending on your needs.

Types of AI document templates

You can create or use any number of document templates with AI and use them in a way that suits your workflow.

1. Simple document templates with AI

A clean, minimalist template containing:

  • One or more AI blocks

  • A saved prompt

  • No predefined layout

We recommend using use simple templates for speed, flexibility, and minimal formatting, as the structure comes solely from the saved prompt and output.

Simple document templates with AI are ideal for:

  • Progress notes or reports

  • Quick SOAP notes or consultation notes

  • Patient or client summaries or reviews

  • Any note where structure is created by the AI scribe and saved prompt

2. Full format document templates with AI

These document templates with AI include:

  • A header or business logo

  • Letter or report page formatting

  • A signature block

  • Team member details (using variables)

  • One or more AI blocks

  • A saved prompt

We recommend using this for a formal, client- or clinician-ready document style, as the document template with AI provides the structure and the AI scribe generates the content.

Fully formatted document templates with AI are ideal for:

  • Doctors letters

  • Referral letters

  • Multi-disciplinary reports

  • Any professional communication that needs a polished format

How to identify document templates with AI in Bookem

Document templates with AI are marked with a purple sparkle icon in the Document template library.

The purple sparkle icon indicates that:

✔ It can generate content using your saved prompt(s)

✔ It may be simple or fully formatted

✔ It may contain one or many AI blocks

What does the AI scribe use to generate content?

When using a document template with AI, Bookem will inform the AI scribe with:

  • Your transcript (if attached)

  • The client profile

  • Any supporting documentation you include

  • The saved or ad hoc prompt(s)

These elements create a personalised and structured clinical document. Document templates with multiple AI blocks enable independent generation of each section using seperate prompts.

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