Freed offers an AI-powered template feature to make your notes sound like you. Templates in Freed allow you to customize how your notes are generated. Auto Learn is off by default — we highly recommend turning it on for the smoothest, hands-off experience. When enabled, your template updates automatically in the background as you work. You can also click the Learn format button at the top of any visit page after editing to trigger a manual update. Templates can also be edited directly in the Template Library.
Select a Template for your Note
Freed provides pre-made templates based on the medical specialty you choose when signing up. The default templates will automatically be added to your library so you can start using them immediately.
Template Types
If you've been using Freed for a while, you may see two different types of templates: Learned Templates and Structured Templates.
Learned templates, indicated by a purple icon, use AI to learn from your edits and style. Think of this option as "learn by doing" — edit a note to your liking. Auto Learn is off by default — we recommend turning it on for hands-off learning. When enabled, your template updates automatically. If Auto Learn is off, click Learn format at the top of the visit to teach the template manually. The Learn format button will be greyed out/disabled if 1. no note edits have been made or 2. you are using a Structured template instead of a Learned template.
Structured templates, indicated by a blue icon, generate notes based on a fixed structure that you define. Think of this option as an "outline" that Freed follows to create a note -- this feature provides a more fixed solution, better suited for group settings where consistent notes among multiple providers is preferred.
Please note that Structured Templates are being sunset, and are not available for new accounts. If you have an existing Structured Template, you can still use it. However, we encourage you to try using Learned Templates for greater customization and personalization.
Use a Template
You can select a template before a visit so that your note generates in your preferred format, or after if you'd like to decide on a template later:
Option 1: Select a template before capturing your conversation
You can select a template at the beginning of a visit, before clicking Capture Conversation. The initial note will be processed using that Template.
Option 2: Change a template after your note is generated
Additionally, you can switch an already processed note into a different Template, and Freed will regenerate the entire SOAP note using the selected template.
Use the Template Library
You can view, edit, and manage all templates added to your account in the Template Library. Hover over the left edge of the screen to reveal the sidebar, then click the Templates icon to view your Template Library.
You can also view and add other pre-made templates from Freed, as well as add any shared templates if using Freed as part of a group.
Where to find the Auto Learn toggle: Hover over the left edge of the screen to reveal the sidebar, click Templates, find your template and click on it. At the top of the template page, just under the title, you'll see the Auto Learn button — click it to toggle Auto Learn on or off. Auto Learn is off by default — use the toggle to turn it on.
Manage your Templates
Click the star icon to add a template to your favorites. This will bring the starred template to the top of your list when using the template selector in the recording or editing screen.
Click the ellipses (three dots) to open template actions to edit, duplicate, delete, or star/unstar the template.
Please note that Freed default templates that have been added to your account automatically cannot currently be deleted.
Edit your Templates
In the Template Library, click on a template to open its editor. If you're editing a Freed default template, you'll need to duplicate the template first before editing.
Clicking on a Learned Template will open its Example Note. This is the hypothetical note that Freed uses to format newly generated notes. You can edit the example note directly in the same way you can edit a note. You can:
Insert, remove, and re-order subsections within the SOAP note
Change punctuation, formatting, and units of measurement
Use numbered or bulleted lists
Add verbatim text
Enclose text in quotation marks to indicate that it should appear exactly as written.
Add custom instructions
Use square brackets to provide custom instructions.
e.g. [Avoid using direct quotes from the patient.]
Troubleshoot your Templates
Missing Section or Information
If an entire section or large portion of clinical information is missing:
Open the affected note and review the visit transcript.
If the information is not present in the transcript, this is an audio capture issue (e.g. microphone did not capture the information verbalized in the encounter). Information not captured in the transcript cannot be incorporated into a note unfortunately.
If the information is present in the transcript, this is most likely a substandard template. The good news is that we can regenerate a note after improving the template so that the missing information will show up in the updated note.
Navigate to Templates > click on your template to open it.
Make edits to the template so that it reflects your expectations and save changes. Alternatively, if you feel that your note quality regressed the reason is most likely Freed updating your Learned template via Auto-learn. You can click the Version History (clock icon) button and select a previous version of your note template that you are content with.
Navigate back to your visit note, reselect the template you updated, and the note will regenerate incorporating your recent changes.
Request Template Customization Assistance
Need assistance creating a note template that works for your practice? Send a request to [email protected] and our team will help. In your message, please include:
Your specialty
An example 'gold standard' note that exemplifies the format you'd like to recreate. This should be provided as a PDF
Any additional helpful custom instructions
Get Support
If you need further help or have questions, you can get in touch with our Clinician Support team in the method that works best for you:
Start a chat by clicking the messenger icon in the bottom right corner.
Email your message to [email protected].
Join a live support call with our support team.
If you're interested in using Freed as a group, talk with our sales team.