How to send Documents in Bookem

Bookem streamlines the management of professional and medical documents with fully customisabletemplates, your work flow and efficiency is enhanced to handle all documents, from referral letters to prescriptions.

How to send a document

1. Create a new document from your Bookem Calendar

  • Open the booking

  • Click 'Documents^ +New Document'

  • Select a template or start with a blank document

  • Alternatively, open an existing document

2. Complete the document

  • Consider enhancing your document notes with elements such as tables, checklists, drop-down lists, columns, etc.

  • Once you've completed your session notes, click 'Create & Save'

  • Clicking 'Download': The document will be saved to your computer as a PDF. You can then send or file it as necessary.

  • Clicking Send: A popup will prompt you to send the link to the client.

Via email: The default email will be auto populated, but you can enter a different email address if needed. Multiple email addresses can also be entered. The link will open the PDF version of the document.

Via SMS: The default contact number associated with the patient will be auto populated You can enter a different number if needed. Bookem doesn't support sending documents via SMS to more than one person

  • Clicking 'Copy link': This will copy the link to your device's clipboard. It can be pasted to be shared via WhatsApp, email, SMS, etc.

Important note on shared document links

When you share a link, you're sharing the saved version of the document. Any changes made after sharing won't be reflected; the original version will still be shown. To share updates, simply repeat the "send" steps, and Bookem will generate a new link automatically.

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