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.
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.
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.
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.
Follow these steps:
Go to Documents in the side panel
Click the Templates tab at the top
Click + New template in the top-right corner
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
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.
Go to your Calendar
Open the relevant booking
Click Documents > + New document
Select a template, start from scratch, or browse the template library
The booking and client details will be auto-filled in your document
Go to Documents > + New document
Search for and select the client
Choose a template or start with a blank document
Go to the client’s profile > Documents > New document
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.