Freed offers two types of note templates to help you create documentation that fits your workflow: Learned Templates and Structured Templates. Understanding the differences between these two options will help you choose the best approach for your clinical documentation needs.
How to Select a Template for your Note
You can select a Template at the beginning of a visit, before clicking Capture Conversation. The initial note will be processed using that Template.
Additionally, you can switch an already processed note into a different Template, and Freed will regenerate the entire SOAP note using the new Template.
Learned Templates
Learned Templates are created using the Learn Format feature, allowing Freed to replicate the formatting of a saved example note with just one click.
Learned Templates are indicated by this purple icon:
Key Features of Learned Templates
Quick setup with consistent results: Just edit and click Learn Format, and Freed will learn to apply specific changes to future notes.
Flexible formatting: Captures formatting, styling, and content preferences beyond a rigid template.
Truly customizable personalization: Learns writing style and unique formatting, such as complex lists, or a mix of paragraph and listed notes.
Customize Learned Templates
All users start with two Learned Templates, indicated by purple icons:
New Patient
Returning Patient
All Learned Templates are independent from each other, allowing you to define different examples and formatting for each one.
With the improved Learned Templates, clinicians are now able to create new Learned Templates for any visit type.
This system also replaces the traditional note length selector, such as Concise, Standard, and Elaborate, with a more interactive and flexible customization process.
Review and Edit an Example Note
Click the Template Library button in the bottom left corner
Locate and click the Learned Template you want to view.
You can make changes to the example note (the blueprint) that Freed is using as an example, and click Save Changes in the bottom right to update this format. The blueprint shows how your ideal note should look and is updated automatically when you ask Freed to learn.
Please note that once changes are saved, they cannot be undone.
Optional: To add special instructions to any section of the note, use square brackets [ ] and follow the instructions to the left
Create New Learned Templates
Click the Template Library button in the bottom left corner, and locate any of your Learned Templates.
Hover over the template and click the button with three dots.
Click Duplicate.
You have now created a new Learned Template, which you can rename. You can already start customizing it by editing the Blueprint.
Key Benefits of Learned Templates
Quick setup with consistent results: Just edit and click Learn Format, and Freed will learn to apply specific changes to future notes.
Flexible formatting: Captures formatting, styling, and content preferences beyond a rigid template.
Truly customizable personalization: Learns writing style and unique formatting, such as complex lists, or a mix of paragraph and listed notes.
Structured Templates
Structured Templates are built using the Template Builder, allowing you to manually configure subsections and customize their style and format.
Structured Templates are indicated by this blue icon:
Customize a Structured Template
Navigate to the Template Library in the bottom left corner of your screen.
Click on the Structured Template you wish to customize.
Use the Template Builder to reorder and configure subsections.
Using the Template Builder
Within the Template Builder, you have several customization options:
Configure Style & Length:
Expand each subsection by clicking the caret on the right to adjust the styling and length.
Edit or Hide Subsection Headings:
Show or hide its heading entirely by clicking the eye icon.
Rearrange Subsections:
Drag and drop subsections to reorder them.
Add New Subsections:
Click New Subsection located at the bottom of each section to add a new pre-defined subsection.
Add Fixed Text to have custom verbatim text show up in your notes.
Add a Custom Subsection to write your own prompts.
Creating a New Structured Template from Scratch
Navigate to the Template Library in the bottom left corner of your window.
Click the + New Template button in the upper right corner.
Add your desired subsections, then apply formatting and rearrange.
Title and save your new Structured Template for future use.
Add Consent Language to your Template
You can add a consent statement to your note. The process to do so varies depending on the template type you're using.
For Learned Templates:
Navigate to and locate the desired Learned template in your Template Library.
Click the template to open the Example Note.
Insert your consent statement, surrounded by quotation marks (" "), directly into the Example Note. This will ensure Freed generates the consent statement verbatim, exactly where you'd like it to appear in your note.
Click Save to save your changes.
For Structured Templates:
Navigate to and locate the desired Structured template in your Template Library.
Click the template to open the Template Builder.
Click the New Subsection button and select the option to add Fixed Text.
Enter your consent statement in the Fixed Text subsection, and position the subsection where desired. This will ensure Freed generates the consent statement verbatim, exactly where you'd like it to appear in your note.
Click Save to save your changes
Summary
Both Learned Templates and Structured Templates offer powerful ways to customize your clinical notes:
Use Learned Templates when you want Freed to replicate an existing format with minimal effort.
Use Structured Templates for precise control over formatting and section organization.
Choose the option that best suits your workflow for seamless and efficient documentation.
Get Support
If you need further help or have any questions, contact our Clinician Success team by clicking the messenger icon in the bottom right corner of your screen, emailing [email protected], or scheduling a 15-minute call with a Clinician Success Representative.