How do I download patient notes in Bookem?

You can download patient notes in Bookem as a PDF file from the Documents tab within the client’s profile.

To download a note or document:

  • Go to the Clients tab in the sidebar

  • Search for and open the relevant client’s profile

  • Click on the Documents tab within their profile

  • Find and open the document you want to download

  • Click the arrow icon in the top-right corner of the screen

  • Select Download from the dropdown menu

The file will download to your computer as a .PDF document

Things to keep in mind

Pro tips

  • Make sure your computer has enough storage available before downloading

  • If you're using a public or shared computer, always log out of Bookem after you've downloaded any files

Data privacy and compliance

  • The original document remains securely stored in Bookem, even after download

  • Once downloaded, you are responsible for storing the file securely

  • This is especially important for compliance with the POPI Act (Protection of Personal Information Act) in South Africa, or other privacy regulations that apply to your location

Learn more