Bookem's Document feature allows you to take or upload photos in your client notes.
Adding photos to client notes, made in documents, helps both team members and clients by providing a visual reference that improves comprehension and recall. They can track progress in exercises and capture key details that support accurate assessment and diagnosis.
Follow these steps:
1. Open your Bookem Calendar and navigate to the client whose notes you would like to edit
2. Navigate to the Documents tab or click on 'Documents v' under the client name
3. Create a new document or select an existing one to which you want to add a photo
4. Select '+Insert > Image' from the formatting menu
5. Select 'Media picker' and browse through your device's photos to locate and select the photo you want to add to the document
6. Once the photo is uploaded you will see a preview of the photo within the document. You can crop the photo as necessary
7. Remember to click Save & close
Follow these steps:
1. Using a device that can take photos, follow steps 1- 4 as per the previous section
2. Ensure your cursor is in the space you want the photo to appear, and select 'Camera'. Your device's camera will now open and allow you to take a photo
3. Once your photo is taken Bookem will give you a preview of the photo within the document. You can crop the photo as needed
4. Click 'Crop' and save the note to ensure that the photo is successfully associated with the document