Bookem allows you to create custom reusable forms to be used within Notes, typically for, but not limited to, assessment templates.
Note forms in Bookem are practical tools designed for efficient note-taking. These can be set up on a client's profile and then utilised to record important information during client interactions.
To create a note form,
Go to Forms and select 'Note' from the top tab.
You can then click on '+ New Form' to create a new Note form, or edit an existing Note form by clicking on the 'Edit' button.
If you created a new note form, give it a name and click 'Create'
Once you've created a new form, you can start adding form fields to build it up
Different types of forms will require different types of form fields, we'll run you though a few examples in the next section
You can create any type of Note Form your business needs. When you sign up for Bookem, however, your business will already have some template forms setup for you. You can choose to use, edit, or delete them as needed.
This note form is valuable across professions. Healthcare providers use it to assess a patient’s mental or physical state, while businesses use it to evaluate customer satisfaction, employee performance, or product quality. It’s a versatile tool for capturing observations, impressions, and test results to support informed decisions.
Form fields used to create the example note form below:
While traditionally used by healthcare professionals, the SOAP note format can also be adapted by other industries for systematic documentation. The 'Subjective' part captures personal impressions or feedback, the 'Objective' part records measurable data or facts, 'Assessment' provides a professional evaluation, and 'Plan' outlines the next steps for action.
Form fields used to create the example note form below:
Rubrics provide a structured way to assess performance against specific criteria, making them useful for both medical professionals like occupational therapists and non-medical businesses. For instance, an Occupational therapist can use rubrics to systematically assess a patient's task performance. By rating each task on a scale, they can track progress, identify areas for intervention, and communicate effectively about the patient's abilities and goals. Educational institutions might use rubrics to grade student work, while corporations might use them to evaluate project success.
Form fields used to create the example note form below:
A case history note form is used to record detailed information about a person's background, medical history, and previous treatments. It provides a comprehensive view of the person's past and present health conditions.
Form fields used to create the example note form below:
An audiologist uses an audiogram note form to graphically record a patient's hearing ability at different frequencies. This tool allows them to identify any hearing loss the patient may have, determine its severity, and plan appropriate treatment or intervention strategies. It's a crucial component in diagnosing and managing hearing-related conditions.
Form fields used to create the example note form below:
Screening forms are essential for assessing potential risks or issues. In a medical setting, they might be used to detect symptoms or conditions. In a non-medical context, businesses might use them to screen potential employees, assess risk factors for projects, or even evaluate customer eligibility for certain services.
Form fields used to create the example note form below: