Learned Templates allow 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 notes, Learned Templates allow you to teach Freed exactly how you want your notes to appear and what content to include.
About Learned Templates
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, and applies these changes to the template's Example Note.
All users start with two Learned Templates, indicated by purple icons (resembling a chart with sparkles):
New Patient
Returning Patient
However, you can now create as many individual Learned Templates as you need.
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.
Edit a Learned Template
You can edit a Learned Template in two ways:
By using the Learn Format button when editing a generated SOAP note.
By editing the Example Note in the Template Library.
Option 1: Edit using Learn Format (recommended)
Open a note generated using the Learned Template you wish to edit.
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 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.
Option 2: Edit the Example Note
Open the Template Library by clicking the Templates icon in the left sidebar.
Click on the name of the Learned Template to open its Example Note. This is the blueprint note that Freed uses to format newly generated notes. You can edit the example note directly, like 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
To add a consent statement to a Learned Template:
Open the Example Note and insert your consent statement, in your desired location in the note, surrounded by quotation marks (" "), directly into the Example Note.
Save your changes.
Please note that once changes are saved, they cannot be undone. However, you can manually edit your example note to make any changes.
How to Create a New Learned Template
Open the Template Library, then click the tab to view the Freed Library.
Locate a Learned Template that closely matches your specialty or template purpose. If you can't find one, locate the Default Note Learned Template.
Add the template to your Library.
Click the My Library tab at the top of the screen.
Click the ellipses (three dots) on the template you've just added, then click Duplicate.
Click the newly-duplicated template, indicated by the title containing the word "(Copy)" and rename the template to your desired title.
Use Advanced Features
The improved version of Learned Template allows you even greater control over your notes through these new features:
Add special instructions
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
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."
Make your notes more concise
The prior “note length” 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.
Considerations
Once you make an edit 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. We recommend periodically reviewing your Example Note for accuracy.
Additionally, if you feel that the Learn Format button isn't learning your changes, edit your Example Note directly.
Get Support
If you need further help or have any questions, contact our Clinician Support 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 team member.