Structured Templates allow you to take full control over the structure, formatting, and content of your clinical notes. Built using Freed’s Template Builder, these templates let you define exactly how your SOAP notes should be organized—from section order to custom subsections and formatting style.
About Structured Templates
Structured Templates are manually built note templates created using Freed’s Template Builder. They are ideal for clinicians or groups who require consistent, repeatable formatting and full control over how each part of the note is structured.
You can use Structured Templates for any visit type and can create as many variations as needed.
Access the Template Library
To view, edit, or share your Structured Templates, please navigate to the Template Library:
When to Use Structured Templates
Structured Templates are a good fit when you:
Need standardized documentation across a team or clinic
Want to pre-define the layout of SOAP notes
Require consistent section order and formatting
Need templates for visit types beyond just New and Returning Patients
If you want Freed to adapt to your personal note style without building templates manually, consider using Learned Templates.
Create a New Structured Template
Open the Template Library before starting a note or while viewing a processed note.
Click “+ New Template” in the upper right-hand corner of the Template Library.
Name your template and begin building each section using the Template Builder.
Using the Template Builder
The Template Builder gives you powerful options to configure the structure of your template:
Add Subsections: Include predefined options (e.g., HPI, ROS).
Hide or Show Headings: Click the “eye” icon to toggle headings on or off.
Reorder Subsections: Use drag-and-drop to organize them in your preferred order.
Style and Length Settings: Expand each subsection to control the writing style and level of detail.
Free Text Subsections: Insert static text blocks that appear exactly as written in the note.
Custom Subsections: Write your own AI prompts to guide content generation.
Learn more about customizing Subjective and Objective sections.
Learn more about customizing your Assessment and Plan section.
Customize an Existing Structured Template
Navigate to the Template Library.
Select the ellipsis (...) of the Template you wish to customize and select Edit.
You’ll enter the Template Builder, where you can make edits as needed.
Note: If your note was created using a Structured Template, you will not see the “Learn Format” button. All edits must be made using the Template Builder.
Apply a Structured Template to your Visit
You can apply a Structured Template:
At the start of a visit, before selecting “Capture Conversation”
After a note is processed, by switching templates and regenerating the note
Once a Structured Template is applied, the entire note will be reformatted according to the template’s design.
Summary
Structured Templates are the best choice for clinicians or practices that need control, consistency, and customization in their documentation. With the Template Builder, you can design every part of your note format to match your clinical needs.
Use Structured Templates when you want:
Predictable and repeatable formatting
Team-wide consistency
Support for a variety of visit types
For more flexibility without manual setup, explore Learned Templates.
If you need further help or have any questions, get in touch with our Clinician Success team by clicking the messenger icon in the bottom right corner of your screen, or by emailing [email protected].