A new and improved version of Learned Template allows you to have fine-tuned control over the structure, formatting, and content of your clinical notes, leveraging the ease of Learn Format.
By learning from how you edit your note, Learned Templates give you the ability to teach Freed exactly how you want your notes to appear and what content to include.
What is a Learned Template?
A Learned Template is an automatically generated note-formatting template based on edits you've made. Freed analyzes the structure, formatting, and content of your note, such as headings, spacing, listed vs. narrative style, and included details.
All users start with two Learned Templates, indicated by purple icons:
New Patient
Returning Patient
With the improved Learned Templates, clinicians are now able to create new Learned Templates for any visit type.
All Learned Templates are independent from each other, allowing you to define different examples and formatting for each one.
What is the Example Note?
The Example Note is the reference copy of a note for a given Learned Template. It incorporates all of your edits after a visit is Learned, including section order, headings, spacing, abbreviations, narrative versus list style, even the exact wording you placed in quotation marks, and more.
Whenever you click Learn Format, Freed overwrites the previous Example Note with your newly edited note. From that moment on, every note generated with that same Learned Template is compared against the Example Note and reshaped to mirror its structure and stylistic choices, just as a scribe would pattern future documentation on your best-formatted chart.
Because each Learned Template maintains its own Example Note, you can curate distinct templates for new-patient visits, follow-ups, pre-operative assessments, or any other visit type, ensuring every generated note starts from a format that matches your preferences.
How to Edit a Learned Template
Open a completed note generated using a Learned Template.
Edit the note to reflect your preferred structure and content, including section headers, order, spacing, and formatting.
Once you're satisfied with the format, click the Learn Format button (located next to the Template Selector).
You'll see a banner at the bottom of the screen informing you that learning is in progress.
Press Stop if you want to cancel this process and prevent Freed from learning from this note.
Press the X button to hide the banner.
You'll see a notification along the bottom of your screen that Freed has finished learning from the visit. Freed will save this example and use it as a reference for formatting future notes in that visit type.
How to Review and Edit an Example Note
Click the Template Library button in the bottom left corner, and locate the Learned Template you want to view.
Click the Learned Template card.
You can make changes to the Example Note that Freed is using as an example, and click Save Changes in the bottom right to update this format. The Example Note 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.
How to 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, and already start customizing by editing the Example Note.
How to Use Advanced Features
The improved version of Learned Template allows you even greater control over your notes through these new features:
1) Add Special Instruction
Special Instructions are optional, inline directives you embed in the Example Note inside square brackets [ ] to guide how Freed should handle a particular subsection. Think of them as a “second layer” of customization: the Example Note sets the overall look and flow, while additional instructions fine-tune individual elements. Together, they give you precise, subsection-level control without rebuilding the entire template.
To add special instructions to any section of the note, use square brackets [ ] and follow the instructions in the left sidebar.
Example:
HPI: [Avoid using direct quotes from the patient.]
Mr. Franklin is a 56-year-old male with a history of ischemic stroke (resulting in right-sided hemiplegia) and a recent but now-treated MSSA bacteremia who is currently intubated for ventilatory support due to enterococcal pneumonia. His wife reports...
Example:
Medical History: [Use commonly accepted medical abbreviations when possible.]
- Ischemic stroke (2019) with residual right hemiplegia
- MSSA bacteremia with septic emboli, now resolved
- Enterococcal VAP during ICU admission (2022)
- HTN
Tip #1: The best results come from clear, succinct instructions being placed directly next to the part of the note they are intended to target, in addition to an example in the Example Note. In these examples above, the content of the HPI and Medical History are congruent with the [Special Instruction].
Tip #2: While Special Instructions can be a powerful tool, writing a comprehensive and stylistically-sound example in the Example Note can usually lead to better results.
Recommended note formatting:
Surgical History- Appendectomy (2021)- Cholecystectomy (2022)
Less recommended note formatting:
Surgical History [add dates in parentheses when available]- Appendectomy- Cholecystectomy
2) Add verbatim text
Verbatim text, also known as boilerplate, is language that you want to see present in every note exactly the same way.
In your Example Note, enclose text in "quotation marks" to indicate that it should appear exactly as written.
"Patient consented to the use of Freed to record and transcribe notes during this visit.""The patient was asked to return to the emergency department should their symptoms worsen."
3) Make your notes more concise
The prior “note conciseness” selector has been deprecated as the improved Learned Template system produces higher quality results when conciseness is demonstrated directly in your Example Note.
To achieve concise documentation, ensure the Example Note reflects the level of brevity you want by:
Generating a note, editing it (removing redundancy, using accepted abbreviations), and then clicking Learn Format.
Or by manually editing the Example Note first
Future notes generated from that Learned Template will then mirror the concise tone, structure, and style you established.
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.
Limitations
Once you make a change to an example note, it cannot be undone.
Your Learned edits apply only to that specific Learned Template, but this allows you to create unlimited, unique templates for different visit types.
Once you click Learn, it can take up to 1-2 minutes for your edits to be analyzed, but you can continue working while this happens in the background.
Repeatedly clicking the Learn button can lead to unintended results. It is helpful to review your Example Note from time to time.
Summary
Learned Templates are a fast and intuitive way to personalize Freed’s output without needing to manually build anything. By editing a note and learning from your edits, you can teach Freed how to generate future notes that match your personal preferences of format and content.
If you have further questions or need some additional help, feel free to reach out to our Clinician Success Team.