Everything you need to know about document templates in Bookem

Bookem makes it easy to create and send professional, clinical, and administrative documents. With document templates, you can streamline this process - saving time, ensuring consistency, and reducing manual data entry.

Templates automatically pre - fill with your business and client information, allowing you to generate polished documents with just a few clicks.

This video walks you through how to access ready-to-use templates, making document creation effortless and helping you keep your practice paperless.

What are document templates?

Document templates are reusable, fully customisable layouts for creating a wide range of documents. They help your team maintain a consistent structure, tone, and professional look - while speeding up the documentation process.

Common use cases for templates

Templates are perfect for clinical and admin workflows. Here are some examples:

  • Referral letters – Add a header, body, and signature block to create a clean, professional referral

  • Sick notes – Quickly generate a sick note with client details, absence reason, and duration

  • Clinical/ treatment notes – Use field types like checkboxes, drop-downs, and body charts to create structured templates for assessments or progress tracking

  • Post - consultation plans – Build templates for rehab programmes, meal plans, or lifestyle advice using columns, diagrams, and annotated visuals

  • Prescriptions – Create basic e-scripts with all necessary fields and your signature

⚠️ Note on prescriptions For advanced prescription features like AES-level signatures, smart dosage autofill, medical scheme details, and drug interaction checking, we recommend using our integration with EMGuidance Script.

Customisable elements in document templates

Templates in Bookem can include a wide range of interactive and layout features:

  • Tables – Track metrics like blood pressure, weight, or progress over time

  • Checklists – Tick off symptoms, tasks, or items during note taking

  • Drop-downs – Offer selectable options for faster, more consistent input

  • Columns – Arrange content side-by-side for improved readability

  • Free drawing/scribbling areas – Add hand-drawn annotations or notes

  • Diagrams – Upload body charts, visuals, or illustrations for annotation

  • Page breaks – Neatly separate sections across pages

  • Horizontal lines – Add visual dividers between sections

  • Forms – Insert reusable document forms into your template

  • Headers – Add a custom header for printed or PDF documents

  • Other templates – Reuse one or more templates inside a new one for added flexibility

The image below shows an example of a referral letter template. The orange placeholders are variables, which will automatically populate with the relevant client, business and team member information. The signature field will insert the saved signature of the logged-in team member.

How to create a document template

Follow these steps:

  1. Go to Documents in the side panel

  2. Click the Templates tab at the top

  3. Click + New template in the top-right corner

  4. Choose between:

  • Blank template – Build from scratch

  • Select from library – Use a pre-made template based on your business type

5. Edit the template using the customisable elements above

6. Click Create & close or Save & close to save your template

Using your template to create a document

The best way to create a document is by starting from a booking, as this will automatically pull in key appointment details - saving you time and ensuring accuracy.

Option 1 (Recommended): From a booking

  1. Go to your Calendar

  2. Open the relevant booking

  3. Click Documents > + New document

  4. Select a template, start from scratch, or browse the template library

  5. The booking and client details will be auto-filled in your document

Option 2: From Documents

  1. Go to Documents > + New document

  2. Search for and select the client

  3. Choose a template or start with a blank document

Option 3: From the client's profile

  1. Go to the client’s profile > Documents > New document

  2. Choose a template, start from scratch, or browse the library

💡 Templates help standardise your notes, save time, and keep your documentation consistent across your team.

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