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Frequently Asked Questions

Answers to our most-asked questions.

Updated today

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 Success 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 quickly copy-paste into most web-based EHRs.

Specifically for groups, a direct integration with select EHR's is available. 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.

What's the difference between Learned and Structured Templates?

Learned Templates adapt based on how you edit your notes—Freed “learns” your style and formatting over time for future visits.

Structured Templates follow a fixed format you choose or customize.


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’ll appear in the “All Notes” menu.

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 note in Freed?

To manually edit your note, click into any section of the note to make changes.

Use Magic Edit to ask the AI to rewrite or adjust your note via natural language prompts. All edits are auto-saved—no need to click “Save.”

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.

Learn how to use the all-new note interface.

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?

Currently, there isn't a way to resume recording to add details after a visit has been ended and the note has been generated. However, you can use Magic Edit to instruct Freed to add additional details to your note.

Can I apply a Magic Edit to all my notes?

Currently, Magic Edit can only make edits directly to the note you are viewing.

If you'd like Freed to remember a preference in format, structure, or verbiage, consider using a Learned Template. You can edit your note to your liking, click the Learn Format button, and Freed will generate future notes following your edits.

How long can my notes remain in my account?

Freed gives you the option between keeping all notes indefinitely or deleting notes automatically after 30 days. You can toggle between these two options in your account Settings.

Just so you know, notes that are automatically deleted after 30 days will not be recoverable.


Templates

What are the different types of templates in Freed?

You can choose from:

  • Learned Templates: Freed learns your preferred format and generates notes based on edits you make.

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.

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.

Why don't I see the Learn Format button?

If you don't see the Learn Format button, this means that you're using a Structured Template. Structured Templates don't learn your desired format from your edits, but rather can be customized prior to note generation.

To switch to a Learned Template, select a Learned Template from the template selector, indicated by a purple icon.

Which template type is the best one to use, Learned or Structured?

This is completely up to you! Freed offers two different template experiences to complement the way you work best.

If you prefer pre-defining how your note will be structured and want advanced features such as custom prompts, we'd recommend using a Structured Template.

If you prefer letting Freed learn the format and style of your notes based on how you edit, then a Learned Template is for you.

Why can't I delete a template from My Library?

If you don't see the option to delete a template from your library, this means that this template is created by Freed and has been added to your account by default based on your specialty. At this time, there isn't a way to delete a default template from your library.

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.

You can also use Magic Edit to instruct Freed to insert any missing details into your note.

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. Click the profile icon in the upper right corner, then click Settings. You can change your email address, password, and 2FA settings here.

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 Success team using the messenger icon in the bottom right corner of the page, or by sending an email to [email protected].

How do I update my billing info or plan?

Sign in to your Freed account. Click the profile icon in the upper right corner, then click Billing. You'll be redirected to your subscription page, powered by Stripe. You can update your payment method, subscription, or cancel from this page.

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 doesn't have the ability to modify a subscription that is administered through a third party app marketplace.

Why am I getting charged more than the $99/month or $1080/year rate?

You may have subscribed through the App Store or Google Play Store. These app marketplaces charge additional taxes, resulting in an increased subscription cost.

Additionally, Freed cannot manage or modify any subscriptions from the App Store or Google Play Store.

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 Success team using the messenger icon in the bottom right corner of the page, or by sending an email to [email protected].

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 do I permanently delete my account?

Please contact our Clinician Success 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. All notes and data will be removed once an account is deleted.

Do you offer any discounts?

Currently, we have discounts available for students, residents, trainees and fellows. Please provide proof of enrollment, such as an enrollment letter, transcript, badge, or student ID, as well as your expected completion date to our Clinician Success 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.

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

Click the profile icon in the upper right corner of your Freed account, then click Invite Team. 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 Success 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?

Only you and and any authorized group admins can access your data. Freed maintains strict access controls, SSO/MFA options, and internal auditing.

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 Success 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?

If using a Learned Template, you can write your consent statement where you'd prefer, then click the Learn Format button. Freed will learn your preferred placement, language, and statement.

If using a Structured Template, you can enter a Fixed Text subsection at any place in order to add a consent statement that will appear in all notes that use that template.


Troubleshooting

Why isn't Freed picking up my microphone, or why am I seeing a microphone issue?

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:

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 Success 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 date and time of your note.

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, use Freed on a different device from the one being used for the call, and be sure not to use headphones. If used on the same device, Freed might not be able to pick up the patient's or client's side of the conversation. If using Zoom, we have a Zoom app for Freed.

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.


Need more help?

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

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