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.
1. Create a new document from your Bookem Calendar
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.
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.