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Frequently Asked Questions

Answers to our most-asked questions.

Click a question to expand the answer. You can also click any available links to take you to the relevant help center page.

If you have any additional questions not answered here, please contact our Clinician Support team using the messenger icon at the bottom right corner of the page or by emailing [email protected].


General Usage

What is Freed AI, and how does it work?

Freed AI is an advanced AI scribe that listens to your patient interactions—whether in-person or virtual—creates a transcript, and then turns it into a structured SOAP note tailored to your specialty. You can review and edit it before copying it into your EHR or using Freed’s integrations. It’s designed to save you hours each week.

Can I use Freed with any EHR?

Yes—with the Freed Chrome extension, you can copy-paste into any web-based EHR, or use one-click EHR Push for verified integrations. Core/Starter plans get 5 lifetime chart transfers via Push; Premier gets unlimited.

Group accounts may also have access to a deeper direct integration for select EHRs. Speak with your sales rep or group account manager for more details.

Does Freed work in real-time or with pre-recorded visits?

Freed works with both. You can use it during live patient visits (through a browser, app, or extension) or upload recordings or transcripts afterward.

In either case, Freed generates a transcript and a note ready for review.


Getting Started

How do I set up Freed for the first time?

Sign up via the Freed website (no credit card needed), select “Capture conversation,” ensure your microphone is working, then choose “End visit” when done. Freed will process the note, and it will appear in the auto-hiding sidebar visit list. (Hover the left edge of the screen to reveal it.)

What browsers and devices are recommended?

Freed recommends using Chrome for the best performance and experience. Freed offers a Chrome extension for use within the Chrome browser.

Freed works across all modern desktops, laptops, tablets, and mobile phones.

On mobile devices, such as phones and tablets, Freed recommends downloading and using the Freed mobile app for iOS or Android.

How do I install the Chrome extension?

Install from the Chrome Web Store — even if you're using Edge (just enable install from other stores). Pin the extension to your toolbar. Then click the plugin icon to launch Freed within your EHR.

Can I use Freed on multiple computers or locations?

Yes — Freed syncs your notes and settings across devices, so you can log in from any supported browser or app and continue where you left off.


Editing & Notes

How do I edit my notes in Freed?

To manually edit your note, click into any section of the note to make changes. You can also prompt the AI Chat to rewrite or adjust your note using natural language. Using AI Chat, you can manually add missing sections or expand specific parts of the note, such as including overlooked medications or elaborating on clinical details in the subjective or other sections.

How can I edit patient names in Freed?

If a note is marked as 'Unknown' or has incorrect patient information, you can update it as follows:

  1. Open the note in Freed using a desktop computer and the Chrome browser.

  2. Click on the patient's name at the top of the note.

  3. Edit the patient name as needed and save the changes.

This will update the note with the correct patient information.

How do I copy parts of my note?

Hover over any text section to reveal a copy icon—click it to copy that block of text.

Alternatively, use the “Copy All” button for the full note. You don’t need to manually highlight anything.

Does Freed support pre-charting?

Freed will generate and present a pre-visit summary based on the last visit of the same patient. Just start a new visit, select a patient, and details will appear.

You can also begin recording a visit to capture specific details prior to the encounter, pause the visit, then resume recording when with the patient to capture the rest of the conversation.

How can I add additional details to my note after it has been generated?

For best results, use the dictation (microphone) button in the AI chat at the bottom of the right-hand panel. Speak your addition and tell the chat where to insert it — for example, "Add the following to the top of the Plan section: continue lisinopril 10 mg daily, recheck blood pressure in two weeks, return sooner if symptoms worsen." Send the message and Freed will insert exactly what you said, exactly where you said.

How long can I resume a paused visit?

You can resume a visit for up to 28 days after recording first started. However, recorded audio is kept for no more than 14 days — if a visit is left paused and never finished, audio older than 14 days can't be turned into a note. Finish or end paused visits as soon as you can.

How long can my notes remain in my account?

By default, your notes stay in your account. In Settings > Preferences, you can turn on Delete note records after 30 days? to delete notes automatically 30 days after the visit. Turning this on also permanently deletes all of your existing notes older than 30 days right away, and deleted notes can't be recovered. On a group plan, your admin may set the retention policy for everyone, in which case this setting is greyed out. See Access Trash & Note Storage Settings.


Templates

Can I share templates with my team?

Yes. With a Freed group plan, you can change the visibility of a template to "Team" in order for it to be discoverable in your Team Library. Team members can then save your template to their own library, or modify their own copy of it to fit their needs.

For Solo plan users, you can share templates by copying the Example Note and any bracketed instructions from a Learned Template and sharing this text with teammates. Each teammate can recreate the template by navigating to Templates → New Template and pasting the shared text. For Structured Templates, share the section setup (structure/sections) with teammates so they can manually recreate the template in their accounts.

How do I manage, edit, or delete templates?

The Template Library is the home for your templates. There are three separate sections:

  • My Library: Contains any templates you've created yourself, as well as any pre-made templates you've added from the Freed Library. You can click the three dots on any template to edit, duplicate, or delete; you can also star templates to make them appear at the top of your template selection list.

  • Freed Library: Contains pre-made templates from Freed, tailored toward specialties. Depending on the specialty you select, specific templates will be automatically added to your library.

  • Team Library (group accounts only): Contains any templates that have been shared by admins or team members. You can add a template from a team member to your own library. Or, to make your own modifications to a team member's template, you can duplicate then edit the template in your library. If a teammate has shared a template with you, you can add it to your personal library and create an editable copy by navigating to Templates → Team Library, opening the shared template, and clicking the plus icon or Add to My Library. Then, go to My Library, click the three dots next to the template, and select Duplicate. To create an independent editable copy of a team template, open the Template Library and navigate to the Team Library tab. Locate the shared template, then use the three-dot menu to duplicate it or add it to My Library. Your copy in My Library is independent and can be edited as needed.

How does Auto Learn work with my templates?

Auto Learn is off by default — when enabled, it detects edits you make to your notes and updates your Learned Template automatically in the background. To enable it, click Templates in the sidebar, open your template, and click the Auto Learn button just under the template title. If Auto Learn is off, you can teach the template from a single visit by clicking the Learn format button at the top of any visit page after editing the note. Either approach (Learn format or Auto Learn) only works on Learned Templates; legacy Structured Templates do not learn from edits, and we recommend switching to a Learned Template to take advantage of these features. See Use Templates to format your notes for details.

To switch to a Learned Template, select the Learned templates tab from the template selector.

Can I delete a template from My Library?

Yes. In Templates, open My Library, click the three dots on the template, and select Delete. This works for templates you created and for pre-made templates Freed added based on your specialty.

I've set up my template, but why is my note missing information from a section?

If you observe that there is some information missing from your note despite setting up a template to capture that information, the most likely reason is that the conversation did not include details for that specific section.

We recommend checking your visit's Full Transcript (not the Transcript Summary) to ensure that it is accurate, and that the details you're looking for are present in the Full Transcript.

How can I include details for which there isn't a pre-made subsection?

You can use a custom subsection to capture specific details not already included in the subsection options. Format your prompt using the onscreen instructions.

Please note that this is an advanced feature, so Freed cannot guarantee that a prompt will work as expected on its first try. Using this feature may require some prompt iteration on your part to achieve consistent and repeatable results.


Account & Subscription

How do I change my email, password, or security settings? Sign in to your Freed account. Open the sidebar and click the gear icon to access Settings. (The sidebar auto-hides — hover over the left edge to reveal it.) You can change your email address, password, and 2FA settings here. If you need to reset your forgotten password:

  1. Sign out of your Freed account.

  2. Visit the Freed AI password reset page: https://secure.getfreed.ai/#auth-forgot-password

  3. Enter the email address associated with your Freed AI account.

  4. Follow the instructions sent to your registered email address to create a new password.

  5. Be sure to check your spam or junk folders if you do not see the email in your inbox.Resetting your password does not affect your account data. If you had set up your account by using Sign in with Google, and wish to change your sign in method or email address, please contact our Clinician Support team using the messenger icon in the bottom right corner of the page, or by sending an email to [email protected].When changing your email address, you will receive a verification email at the new address. Click the verification link in the email to confirm the change. Ensure that the new email address is not already associated with another Freed account.

How do I update my billing info or plan?

  1. Sign in to your Freed account.

  2. Open the sidebar (hover the left edge of the screen to reveal it), then click the gear icon to access Settings.

  3. Under the 'Plan and Billing', select 'Subscription'.

  4. On the Subscription page, click Manage subscription to pause or cancel your plan, or click View billing to update your payment method, billing details, or download invoices.

If your subscription was initially set up through the App Store (Apple devices) or the Google Play Store (Android devices), you can manage your subscription through your respective app marketplace. Freed's team cannot modify a subscription that is administered through a third-party app marketplace. To view or download your invoices for subscription records, visit Freed AI’s Help Center and follow the detailed guide on invoice retrieval. If you need additional support, you can contact our Clinician Support team.

Why does my subscription price appear higher than what's advertised on Freed's website?

If you subscribed through the Apple App Store or Google Play Store, you pay the app store's price, which is higher than subscribing directly through Freed. Freed can't manage or change app store subscriptions. We recommend direct billing for the best support experience.

Here are the steps to switch to direct billing:

  1. Cancel your subscription on your respective app marketplace.

  2. Wait for your billing period to end.

  3. Once ended, we recommend using a browser on a computer to sign in to the Freed website.

  4. You should see a purple Subscribe button. Click this button to set up a direct subscription, powered by our payment system, Stripe.

If you have any questions, please contact our Clinician Support team using the messenger icon in the bottom right corner of the page, or by sending an email to [email protected].

Freed subscriptions sync automatically across platforms, ensuring continuity regardless of where the subscription was initiated.

What happens to my notes and templates if I cancel my subscription?

All templates and personalization will be retained in your account. As long as your account is not permanently deleted (which must be requested), your account will remain intact, and can be resubscribed to at any time. As for notes, as long as your note retention settings are set to keep notes forever (compared to automatically deleting notes after 30 days), your notes will remain in your account.

How can I troubleshoot billing issues or retrieve invoices for my Freed subscription?

Please contact our Clinician Support team using the messenger icon in the bottom right corner of the page, or by sending an email to [email protected] using the email address associated with your Freed account.
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For retrieving your invoices:

  1. Sign in to your Freed account.

  2. Open the sidebar (hover the left edge of the screen to reveal it), then click the gear icon to access Settings.

  3. Under the 'Plan and Billing', select 'Subscription'.

  4. From there you'll be redirected to your subscription page, powered by Stripe where you will be able to see your monthly invoices.
    ​

How do I permanently delete my account?

On the Freed iOS or Android app, this is self-serve: go to Settings (gear icon) > Profile, tap Delete account, and confirm.

On desktop or web, please contact our Clinician Support team using the messenger icon in the bottom right corner of the page, or by sending an email to [email protected] using the email address associated with your Freed account.

We may ask why you wish to delete your account, in order to confirm the deletion request. Deleting a Freed account is permanent and cannot be undone, so save anything you need first. Your notes and data are removed once the account is deleted; if you're part of a group plan, visits that belong to your clinic stay with the clinic.

Do you offer any discounts?

Currently, we offer free access to the Core tier for students, residents, trainees and fellows. Please complete the linked application to get started.

If you're a trainee who'd prefer access to the Premier tier for additional functionality, you can obtain a 50% discount by submitting proof of enrollment in a training program (e.g. enrollment letter, transcript, badge, or student ID) as well as your expected completion date to our Clinician Support team using the messenger icon in the bottom right corner of the page, or by sending an email to [email protected].

We also offer discounts for group accounts with multiple providers. Additionally, switching to an annual plan can help you save compared to paying monthly.

How do I apply a promotional code during checkout?

Promotional codes can be applied during the subscription checkout process. Follow these steps to apply a code:

  1. Begin the subscription checkout flow.

  2. In the "Sub-Total" section, select Add Subscription Code.

  3. Enter your promotional code and confirm to apply it to your account

I've been using Freed alone. How do I switch to a group account?

Open the sidebar and click your profile icon, then click Invite teammate. (The sidebar auto-hides — hover over the left edge to reveal it.) You'll be prompted to enter the email address(es) of additional clinicians you'd like to invite to your group account with consolidated billing, then be brought to a screen to complete checkout.

I need more help with my account, billing, or subscription.

Please contact our Clinician Support team using the messenger icon in the bottom right corner of the page, or by sending an email to [email protected].


Privacy & Security

Is Freed HIPAA-compliant?

Yes. Freed is fully HIPAA- and HITECH-compliant, SOC 2 Type 1 & 2 certified, and encrypts all data both in transit and at rest. No patient-uploaded recording is stored long-term.

Who has access to my recordings and notes?

By default, only you can see your recordings and notes. If you're on a group plan and your admin turns on patient and visit sharing, other providers in your group — and Medical Assistant seats — can see shared visits. Freed supports SSO and two-step verification and maintains strict internal access controls. See Sharing patients in your group.

How do I inform my patient about using Freed?

Please review our article about discussing Freed with your patient or client here.

What if I need additional documentation?

Please contact your sales representative, or our Clinician Support team using the messenger icon in the bottom right corner of the page. Or, you can send an email to [email protected].

Is there consent language or a consent statement I can insert into my notes about using Freed?

Yes, and you can customize it. Open the Example Note for the template you're using. Enclose your consent statement in quotation marks, and place it where you'd prefer; then save your changes. Freed will insert your consent statement verbatim in every note.


Troubleshooting

Why might my visit transcription fail or be "empty"? In addition to microphone issues, Freed may fail to transcribe a visit if the browser window is not active or visible. Several user actions or device states can lead to this issue: Common Symptoms and Indicators

  • Red Exclamation Mark: A red exclamation mark next to a visit or recording indicates an error during the note generation process. Root Causes

  1. Loss of Microphone Access: If the Freed tab is minimized or the browser becomes inactive (e.g., the computer enters sleep mode), microphone access may be interrupted. Without audio input, the system cannot process or generate the note.

  2. Recording Pauses: If users pause the recording during a visit and forget to resume or keep the session paused until the visit ends, there will not be sufficient audio captured for note generation. Visit recordings cannot be regenerated in such cases.

  3. Visit Left Paused More Than 14 Days: Audio for visits left Paused longer than 14 days is no longer retained, so they can't be turned into a note afterward. How to Prevent Recording Issues

  • Keep the Freed Tab Active: Always keep the Freed AI tab open and visible during recordings. This allows you to monitor audio levels.

  • Monitor Browser Activity: In Chrome, check for a pulsing red recording icon. While this indicates the tab is recording even in the background, it’s best to keep the tab in focus.

  • Avoid Interrupting the Recording: Refrain from minimizing the browser or letting your computer go to sleep during the session to maintain microphone functionality.

  • Regularly Check Audio Levels: Return to the Freed tab after switching away to ensure recording is active and confirm green audio level indicators- Test Audio Capture: Refresh the Freed Scribe tab and start a short test recording. Look for green microphone waves beside the recording timer to confirm audio input..

  • Ensure a stable internet connection before starting a session. Network connectivity issues can cause recording interruptions, especially on mobile devices like iPads. If you encounter this, try logging out and back into your Freed account, restarting your internet connection, or testing the app on another device.

Why isn't Freed picking up my microphone? Check that your browser or device has microphone permissions enabled. If issues persist, review device permissions or try a different browser. You can review specific microphone troubleshooting guides for your device here:

  • Audio Capture Best Practices- Refresh the Freed Scribe tab and start a short test recording to ensure audio input is being captured.

  • Look for green microphone waves beside the recording timer as confirmation of audio input.

  • Open the microphone dropdown menu in Freed Scribe to confirm the correct microphone is selected.

  • After confirming audio input, try a short test recording and verify if a note is generated successfully.

Why does my Mac automatically switch to my iPhone microphone, and how do I disable this setting?

Apple’s Continuity features, such as Handoff and Continuity Camera, enable seamless integration between Macs and iPhones. However, these features can sometimes cause your Mac to automatically use an iPhone’s microphone for audio input, which may interfere with your recordings or calls. Follow this guide to resolve the issue and ensure your Mac uses its internal microphone consistently.

To further ensure that your iPhone does not interfere with your Mac’s microphone input:

  • Open the Settings app on your iPhone.

  • Navigate to General > AirPlay & Handoff.

  • Toggle off the Continuity Camera option.

If you don't want to disable the Continuity Camera feature on your iPhone, you can also manually select your Mac’s internal microphone explicitly in Freed:

  • After clicking the Capture conversation button, click the green dropdown arrow attached to the green recording indicator, and select your Mac's default microphone.

Why does my note show an error?

It's possible there was a network or system error while processing your note. Freed has an auto-retry mechanism that will try to generate your note again after a few hours.

If you're still encountering an issue, please contact our Clinician Support team using the messenger icon in the bottom right corner of the page, or by sending an email to [email protected], being sure to include the visit URL.

Find the Freed visit URL from your browser's search bar

If you are not able to send the visit URL, please include the date and time of your visit note. Since we do not have access to your patient's PHI, we won't be able to find your note from patient's name, address, etc.

My note shows "Visit Not Captured", or there is random text in my transcript. What happened and how do I prevent this?

There was most likely an audio issue with the visit. If Freed isn't able to capture a clear audio recording, it will not be able to transcribe a visit properly and therefore be unable to generate a SOAP note. To prevent this from occurring, here are some of our best practices:

  • Ensure your mic is free from obstructions and is placed near the conversation, and that your mic is working properly, perhaps by testing it with other apps.

  • The window that contains Freed should be front and active (or in focus) on your computer. If you need to navigate to your EHR while recording, we recommend using the Chrome extension to use Freed simultaneously.

  • Check that there are no Bluetooth mics, speakers, or headsets connected to your recording device. Some devices or accessories may automatically connect, so be sure that the selected mic is set to the built-in mic of your device.

  • If conducting a telehealth visit, refer to the guidance in Telehealth Visit Capture (Virtual Visit Recording). An alternative is to use Freed on a second device (like a smartphone) to record the conversation. If using Zoom, we have a Zoom app for Freed. Additionally, if you see a red exclamation mark next to a visit or recording, this indicates an error occurred during note generation. Review your audio setup and ensure the Freed tab remains active throughout the session to prevent future issues. If notes are stuck in processing or missing, it may be due to little or no audio being captured during a session. This can happen if the recording pauses and remains inactive until "Stop Visit" is selected. Ensure the recording is active and capturing audio throughout the session.

Can I use headphones while recording my visit?

Freed recommends against using headphones, a headset, or earphones while recording a conversation as these devices are typically designed to pick up only the wearer's voice, and remove any external voices -- this means that your patient's or client's side of the conversation may not be captured.

Why am I having issues capturing my visits on my phone or tablet?

Be sure that you're using the Freed mobile app for iOS or Android, available for free from the App Store or Google Play Store, respectively. If you're using the built-in browser app of your phone or tablet, device-specific permissions may hinder Freed's ability to capture the visit properly.

If recording stops after 1–3 minutes on an iPad, it may be due to network connectivity issues. To resolve this, log out and back into your Freed account, restart your internet connection, and test the app on another device, such as a smartphone. Additionally, ensure the Freed app is updated to the latest version via the App Store to access the newest features and bug fixes.


Need more help?

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:

If you're interested in using Freed as a group, talk with our sales team.

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