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.Freed Scribe templates control the format and structure of the note but not the content. For example, if you use a COPD template but discuss lung cancer during the visit, Freed will capture the lung cancer discussion and place it in the appropriate section of the note.For mixed-specialty encounters, such as those involving behavioral health and gynecology, select a broader medical specialty at the account level. Options like Family Medicine, Women’s Medicine, or Internal Medicine can accommodate a range of encounter types and ensure that all relevant sections are captured.
Template Types
If you've been using Freed for a while, you may see two different types of templates, shown as separate tabs in the Template Library: Learned Templates and Structured Templates.
Learned templates 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 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.
For Structured Templates, include clear instructions or fixed text for sections like Objective defaults, Differential Diagnosis, or discharge instructions to maintain consistency.
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.
View Patient Instructions in a Completed Note
Patient Instructions have their own tab. Open the visit and click the Instructions tab at the top of the visit view to review, edit, copy, print, or securely send them. Patient Instructions are available on the Premier and Groups plans. See Use Secure Send to email patient instructions.
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.
Auto Learn only works on templates in your library that you've customized. If you added a template from the Freed library and haven't changed it yet, the Auto Learn button is greyed out. Open the template and click Duplicate & Edit (or use ⋯ → Duplicate), then turn on Auto Learn for your copy.
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.
You can remove a Freed default template from your library at any time — click the ellipses (three dots) next to the template and select Delete. This removes it from your library only; you can add it back later from the Freed library tab.
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 a Learned Template opens its Example Note, the reference note Freed copies the structure and style from. Edit it the same way you edit a note. You can:
Insert, remove, and re-order subsections
Change punctuation, formatting, and units of measurement
Use numbered or bulleted lists
Fully written, realistic examples (including sections like the Physical Exam) give the best results.
For Learned Templates, ensure that you provide a de-identified, fully completed sample note that includes headings, structure, and writing style. Avoid using placeholders or bracketed instructions, as these can lead to omissions or misinterpretations.
Add verbatim text
Use quotation marks for non-patient-specific boilerplate that belongs in every note, such as a consent statement or signature. Freed avoids repeating quoted text that makes a patient-specific clinical claim (for example, a medication or follow-up instruction), so that kind of text may be left out or included only when it fits the visit. In a Learned Template, quoted text is followed closely but is not guaranteed word-for-word. If wording must appear exactly as written every time, use a Fixed Text subsection in a Structured Template. To add text only in certain situations, or default wording for normal findings, see Use Templates to format your notes.
Add special instructions
Use square brackets to tell Freed how to handle a nearby part of the note. Keep instructions clear, brief, and next to the content they control. Example:
HPI: [Avoid using direct quotes from the patient.]
Fixing Credential or Title Discrepancies
If your credentials (e.g., MD or "Dr.") appear incorrectly in notes or Patient Instructions, it may be due to a learned template overriding your account title. To fix this:
Navigate to the Templates section in the left menu.
Select the relevant template (e.g., the one used for generating the note).
Edit the Example Note signature to reflect your correct title (e.g., NP instead of MD).
Click Save Changes.
This ensures that all future notes and Patient Instructions align with your correct title.
Guidelines for Sensitive Information
To limit sensitive or non-essential details in clinical notes, you can embed specific documentation rules directly into your templates. For example:
Avoid documenting specific dates, times, locations, or names of third parties; describe events generically instead.
Include only the details necessary to support medical necessity and clinical continuity.
Favor concise summaries over detailed chronologies. These guidelines help ensure that your notes remain professional, compliant, and focused on essential information.
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. Open the template selector above the note, pick a different template, wait for the note to rebuild, then switch back to the template you just updated. The note will rebuild again using your latest changes.If your template starts mixing or duplicating information across sections, check whether any part of the template has lost its structure or instructions. For example, if the Objective section is reduced to just a heading without guidance, the note generator may produce inconsistent output. Restoring clear section instructions and structure will resolve this issue.Freed may not follow your custom template if the template lacks a realistic, completed example for Learned Templates or if the recording is too short or lacks sufficient narration of exam findings and relevant details. Narrating these details during the encounter will improve note completeness.
Create a Template for Couples, Family, or Group Therapy Sessions
If you see more than one person in a single session — couples therapy, family therapy, or group sessions — a dedicated custom template can help you document each participant clearly and consistently, rather than relying on your default single-patient template.
Why Use a Dedicated Template
Freed's default templates are built around a single-patient encounter — one Subjective, one Assessment, one Plan. In a conjoint or group session, that structure doesn't hold up well: statements, concerns, and plans from different participants can get blended together or left unattributed. A dedicated template lets you define, up front, exactly how the note should separate each participant's information, and keeps that structure consistent across sessions. A Structured Template is especially well suited for this, since its fixed layout doesn't depend on the AI's interpretation of each new transcript the way a Learned Template does.
Build the Template
We recommend building this as a Structured Template — duplicate an existing template or start a new one from the Template Library — using a Custom Subsection for each participant. See Structured Templates: Syntax & Best Practices for the full bracket/parenthesis syntax — brackets [ ] describe what to capture, parentheses ( ) describe how to format it.
Prefer Freed to learn your format from your own edits instead? Generate a note, manually edit it into the participant-by-participant structure you want, then use Learn format or Auto Learn as described above.
Example Template Instructions
Adapt these starting points in a Structured Template's Custom Subsections. Replace the bracketed placeholders and participant labels with language that fits your practice (e.g., "Client," "Partner A/B," or actual first names if that's your documentation style).
Participants present:
Participants: [list each participant present in the session, by the name or role used in the recording] (one per line)
Per-participant subjective:
Participant A — Reported Concerns: [concerns, symptoms, or statements clearly attributable to Participant A] (Only include if explicitly attributable to this participant; otherwise omit.)
Participant B — Reported Concerns: [concerns, symptoms, or statements clearly attributable to Participant B] (Only include if explicitly attributable to this participant; otherwise omit.)
Shared/relational content:
Relational Dynamics Discussed: [themes, conflicts, or interaction patterns discussed between participants during the session] (Summarize in third person; do not attribute to a single individual unless the transcript makes attribution explicit.)
Per-participant plan:
Participant A — Plan: [follow-up actions, homework, or recommendations specific to Participant A] (Only include if explicitly discussed; otherwise omit.)
Participant B — Plan: [follow-up actions, homework, or recommendations specific to Participant B] (Only include if explicitly discussed; otherwise omit.)
Set each per-participant subsection's Header visibility to Show with content so a participant's heading doesn't appear on a session where they weren't present or didn't contribute to that section.
Known Limitations
Freed does not automatically identify or separate individual speakers. Attribution in the note depends on what's explicit in the conversation — names used, clear turn-taking — and the instructions written into your template. Freed does not perform speaker diarization or automatically know who is who.
A Freed visit is documented under a single patient record. There's no native way to link one recording to multiple separate patient profiles. Decide up front which record the visit should be attached to (e.g., the identified patient, or however your EHR/practice tracks conjoint sessions), consistent with your documentation and billing requirements.
Always review the generated note before finalizing it. Carefully check that statements, symptoms, and plan items are attributed to the correct individual — this is especially important for conjoint and group sessions, where misattribution has clinical and compliance implications.
Looking to split a recording that accidentally captured two unrelated patients into separate notes? That's a different workflow — see Generate a note from a pre-recorded visit or transcript → "What if my visit includes multiple patients?" This section is for intentionally documenting one conjoint or group session as a single, organized note.
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.