Bookem makes it easy to create professional, consistent documents - whether you're starting from scratch or using a template. You can customise documents with structure, visuals, and rich content to suit anything from clinical notes to referral letters, sick notes, or prescriptions.
Documents support a range of features to help streamline your workflow, including uploading files (like photos or scans), recording voice notes, and drawing directly on diagrams or images.
š” Pro tip: If you regularly create the same type of document - like referral letters or consultation notes - consider turning it into a document template. Templates save time, reduce manual entry, and help your team stay consistent.
Creating a new document
Follow these steps:
Go to your Calendar
Open the booking, then click Documents > + New document
You can start with a blank document or select one of your existing templates
Tip: Starting a document from a calendar booking automatically pulls in booking details, saving you time
Add content to your document
Use the toolbar to build out your document with the content and formatting you need. You can include:
Text and layout
Type directly into the document ā Just click and start typing
Format text ā Use bold, italics, headings, bullet points, and more
Insert variables ā Automatically pull in dynamic details like client name, date, diagnosis, or practitioner
Columns ā Arrange content side - by - side for a cleaner format
Tables ā Organise structured information clearly
Page breaks ā Separate content across multiple pages
Horizontal lines ā Visually divide sections within the document
Interactive and structured elements
Checklists ā Add tickable lists for symptoms, or assessments
Drop-down lists ā Provide quick - select options for consistent data entry
Media and annotation
Diagrams and images ā Insert visuals such as clinical diagrams, body charts, or logos
Free drawing areas ā Draw or annotate directly within the document
File uploads ā Attach supporting files like photos, scans, or videos
Voice notes ā Record spoken observations or summaries directly into the document