By default, Auto Learn is turned off.
When Auto Learn is disabled, Freed will not automatically update your template based on your note edits. Instead, you can choose when your template learns by clicking the Learn format button at the top of any visit page. This lets you apply formatting improvements one visit at a time with a single click.
If you want Freed to continuously improve your template automatically, you can turn on Auto Learn for that template (see How to enable Auto Learn below). Once enabled, Freed will analyze the edits you make to generated notes after every visit and update your template in the background so future notes better match your preferred style and structure.
Be mindful that manual edits to notes can influence Auto Learn and potentially alter templates in unintended ways. Regularly review your templates to ensure they reflect your preferences.
How to enable Auto Learn
Hover over the left edge of the screen to reveal the sidebar, then click Templates to open the Template library
Navigate to the desired Templates (Each template will need to be enabled)
Turn on Auto Learn
After enabling Auto Learn, Freed will automatically learn from your note edits without requiring you to click Learn format manually.
Submitting feedback in the app does not retrain your account or alter your template. To make changes, you need to directly edit the Example Note in the Template Library. For detailed guidance on editing templates, refer to the "Best Practices for Creating and Customizing Note Templates" section below.
How It Works
After Freed generates a SOAP note, simply edit it to match your preferred style. Auto Learn is off by default — we highly recommend turning it on for automatic, hands-free template updates. If Auto Learn is off, click Learn format at the top of the visit after editing to trigger the update manually.
Auto Learn captures:
Section order, headings, and spacing
Abbreviations and preferred terminology
Narrative vs. bullet-point style
Verbatim text in quotation marks, such as consent statements or boilerplate language that should appear exactly the same each time
Overall level of conciseness and documentation style
Once Auto Learn detects your edits (or you click Learn format if Auto Learn is off), Freed processes your changes and updates your template’s Example Note, the reference used to generate future notes. This typically takes about a minute and happens in the background while you continue working. For tips on crafting effective Example Notes, see the "Best Practices for Creating and Customizing Note Templates" section below.
What the Workflow Looks Like
Record your visit as usual. Freed generates a SOAP note using your current template.
Edit the note to match your preferred structure, style, and content. For example:
Reorder sections, such as moving Assessment before Plan
Convert a paragraph-style HPI into bullet points
Shorten the note or remove unused sections
Add a consent statement in quotes: "Patient verbally consented to the use of AI documentation."
When you’re done editing, Freed automatically detects your changes and updates the template in the background (if Auto Learn is on). If Auto Learn is off, click Learn format at the top of the visit to trigger the update manually.
Future notes generated from that template will reflect your preferences, reducing the need for edits over time.
View and Revert Version History
Auto Learn keeps a complete version history of every template update. You can:
View version history to see how your template has evolved
Revert to a previous version if an unintended change was captured
To access version history, hover over the left edge of the screen to reveal the sidebar, click Templates, select a template, and choose the version history option.
Best Practices for Creating and Customizing Note Templates
Creating and customizing note templates in Freed Scribe can significantly enhance the AI's ability to generate accurate and consistent notes. Below are the best practices to follow:
Importance of Detailed Examples
Including fully filled-in, realistic examples in your templates is highly effective. A concrete example demonstrates the exact structure, wording, and level of detail you want, helping the AI learn and replicate your style. While placeholders or bracketed instructions (e.g., [Insert patient’s description of reaction history here]) can be used, realistic examples tend to accelerate the learning process. You can iterate and refine your templates as needed, using the "Learn format" action to update the AI's understanding.
Best Practices for Formatting and Placeholders
To ensure consistent formatting and avoid conflicts:
Use brackets only for instructions and quotes only for verbatim wording—do not mix them.
Avoid placing brackets inside quoted blocks. These practices help reduce formatting inconsistencies and improve the clarity of your templates.
Including Full Example Text
When uploading templates, you can include full example text rather than just headings. Providing detailed information, such as sentence structure, section formatting, and content organization, allows the AI to better learn and match your preferred style for future notes. There is no need to strip out text; a fully written example in your ideal format is acceptable.
Step-by-Step Guide for Updating Templates
To update your templates and incorporate flexible placeholders:
Open Freed Scribe on the web and navigate to the "Templates" section in the left sidebar.
Select the template you want to update (e.g., "New Patient" template).
Remove any fixed text, such as specific sentences for "Referral Source" or "Disposition."
Insert placeholder lines (e.g.,
[Insert Referral Source here]) in the appropriate sections.Save your changes.
Adjust the section header visibility to "Show with content" so that headers only appear when there is captured content. By following these steps, you can create flexible, user-friendly templates that adapt to various scenarios.
Key Features of the Note Editor
One-click copy
Hover over any block of text and click the copy icon — no need to highlight manually.
Smart copy blocks
Add two line breaks to define a new copyable block. Perfect for separating thoughts or sections.
Auto-save
All your edits are saved automatically as you type — no Save button required.
Revert to previous version
Roll your template back to any earlier version from its version history (see View and Revert Version History above) — this is different from "undo."
Streamlined layout
A more compact design makes it easy to skim, scan, and edit long notes quickly.
Transcript
Transcripts are accessible from within the visit view, so you can easily reference the full conversation or summaries while editing your note.
Resume visit
Append additional content to your original note without starting from scratch — perfect for recording a quick follow-up, adding new findings or clarification, or capturing something the patient forgot to mention earlier.
Copy Content
Hover over any text and a block will be highlight. Click to copy that specific section of text.
Copy all by clicking the copy all icon found at the top of your visit note.
To break a section into multiple copyable blocks, press the return key twice to create a new block. Each individual block can now be copied separately.
View Transcripts
You can copy full transcripts or summaries from here — perfect if you need to reference or reuse language from the encounter.
Resume a Visit
Adding a quick dictation on top of a finished note? For best results, use the dictation (microphone) button in the AI chat at the bottom of the right-hand panel rather than Resume. When you click Resume and dictate on top of a completed note, Freed reruns the full transcript (the original visit plus your new dictation) through your template, which can rewrite or reshuffle the note rather than simply appending your dictation. Resume is best when you're actually continuing the encounter — e.g., the patient mentions something new and you want it captured into the visit. For ad-hoc additions or edits to an already-finished note, the AI chat is the smoother path. See Introducing: AI Chat with Clinical Evidence for the step-by-step.
When viewing a completed note, click the Resume button in the recording controls to add additional details to the note, just as you would when recording the initial encounter. Click the End visit button when you're finished recording.
Resume is available for up to 28 days from when the recording first started. After that, the visit's audio is no longer retained, so Resume won't be available for older notes.
Freed will regenerate the entire note and integrate the new details into your SOAP note. You can review and edit your note as you normally would.
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:
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.