How to add and use tables in Bookem documents

Bookem allows you to insert fully customisable tables into both Documents and Document Templates, making it easier to structure information clearly and professionally. Tables are a great way to:

  • Present data

  • Group related content

  • Create structured layouts for treatment plans, medication lists, and checklists

  • Track progress over time, such as session goals, treatment milestones, or rehabilitation steps

Whether you're documenting clinical information, setting up reusable templates, or designing patient - facing resources, tables help keep everything organised and easy to read.

How to insert a table

Follow these steps to insert a table into a document or template:

  • Open the relevant Document or Document Template

  • Click on + Insert in the top menu

  • Select Table from the drop-down menu

  • A table will be inserted into your document, ready for you to customise

Customising your table

Once the table is inserted, you can tailor it to your needs using the built - in editing tools. Here’s what you can do:

Structure and layout

  • Insert /Delete columns or rows: Use the small arrow (v) menu within the table to add or remove columns and rows as needed

  • Resize cells: Drag the edges of columns or rows to adjust their width and height

Content and formatting

  • Edit cell text: Click inside any cell to start typing or editing content

  • Highlight cells: Emphasise key areas by highlighting specific cells

  • Change background colour: Use the colour picker to visually differentiate sections

  • Adjust font style: Apply bold, italics, underline, strikethrough, superscript, or subscript formatting

  • Change font size and colour: Make your table more readable by adjusting text size and colour

  • Align text: Choose to align text to the left, centre, or right within cells

Enhancing functionality

  • Add in - text links: Insert clickable links to webpages or resources directly in table cells

  • Include drop-downs: Add dropdown menus inside table cells for quick selections or structured responses.

  • Use variables: Insert dynamic placeholders (e.g. #icd10, #allergies) to automatically pull relevant client or session information into the table.

Setting up the template example

Example of the document template being used in a document

Tables are a versatile and powerful tool for enhancing documentation and simplifying repetitive tasks in your practice.

Learn more