Freed's AI Chat is an always-available assistant that streamlines clinical documentation by retrieving, summarizing, and updating patient records — and gives you instant access to Clinical Evidence: cited answers to clinical questions, grounded in your patient's context. |
AI Chat frees clinicians to focus on patient communication and clinical reasoning.
One AI Chat, One Panel
AI Chat appears as a persistent panel on the right side of your screen. It's always available — whether you're reviewing a transcript, editing a note, or working on post-visit documentation. You can toggle it on or off using the show/hide button.
It understands the patient and visit context and can help you:
Pre-chart: Ask questions about the patient's history before a visit
Ask clinical questions: Get Clinical Evidence — cited answers on guidelines, protocols, drug interactions, and more, drawn from 50+ trusted sources (see below)
Edit clinical notes: Make notes more concise, detailed, or add additional context
Summarize prior visits: Get quick, relevant insights to help with follow-ups
Structure your note: Request specific formats or sections based on your specialty
Provide proactive suggestions (e.g., "Would you like to summarize this transcript?")
And more!
Simply type a question or command in natural language — no special syntax required.
AI Chat brings together the following capabilities:
Pre-charting chat
Transcript and note summarization
AI Chat brings all of these capabilities and more together in one place, and offers an AI-assisted alternative to Magic Edit for many editing tasks — Magic Edit itself remains available separately from the note's action menu. Whether you're reviewing a patient's history, editing a note, or asking a clinical question, AI Chat supports your workflow — all in one panel.
Clinical Evidence
When you ask a clinical question, AI Chat surfaces Clinical Evidence — answers drawn from 50+ trusted sources, including PubMed and major societies (such as ACC/AHA), curated and evaluated by clinicians.
Privacy: Your patient's protected health information (PHI) is never passed outside of Freed when processing Clinical Evidence queries. All Clinical Evidence processing happens within Freed's secure environment.
Availability by Plan
AI Chat includes two sets of capabilities. What you have access to depends on your plan:
Plan | AI Chat | Clinical Evidence |
Starter | Not included | Included |
Core | Included | Included |
Premier | Included | Included |
Groups | Included | Included |
AI Chat covers note editing, summarization, prior visit retrieval, and documentation support. Clinical Evidence provides cited answers to clinical questions from 50+ trusted sources, curated and evaluated by clinicians.
How to Use the AI Chat
The AI Chat panel is visible on the right side of your screen whenever you're viewing a visit. You can ask questions or give commands at any time — before, during, or after a visit. Note: AI Chat is not available in the native mobile app. To access it, use a desktop or mobile browser.
Before your visit: Ask AI Chat questions to help you prepare — for example, summarize prior visits or review medications discussed previously.
After your visit: Use AI Chat to edit your note, generate documents, or ask clinical questions. Simply type your request and the assistant responds in context — it will automatically update your note if it infers an editing instruction.
AI Chat is an excellent tool for creating documents beyond those available in the visit tabs, e.g. customized letters, after visit summaries, discharge plans, and other custom care plan letters and documents.
Examples of prompts or questions:
"Summarize the last visit"
"Change the Assessment & Plan section to bullet point format"
"What meds were discussed last time?"
"Separate the Assessment and Plan by diagnosis"
"What are the latest AHA guidelines for Hypertension?"
"Change all ‘patient name’ to ‘client’"
"Which evidence-based guidelines apply to my patient?"
"Create a goals of care document that itemizes our plan for each of the patient's symptoms we discussed"
AI Chat works like any other chat, so you can continue the conversation as long as you'd like.
Response time: Depending on the complexity of your question, it can take a moment for Freed to think and produce an answer — typically less than 30 seconds.
Requests you make in AI Chat apply to the specific note and patient that you're viewing.
Dictate edits with the Chat
Clinicians on Premier and Groups plans have the ability to dictate directly into their note. You can dictate edits into the note via the AI Chat as well. The AI chat input at the bottom of the right-hand panel includes a dictation (microphone) button. It's the easiest way to add or modify content on a note that's already generated — no need to re-record the visit.
How to use it:
Open the finished visit note you want to edit.
In the AI chat at the bottom of the right-hand panel, click the dictation (microphone) button.
Speak your edit. Include a brief instruction telling the chat exactly what to do with what you say and where to put it — for example, "Add the following to the top of the Subjective: Patient reports new-onset substernal chest pressure that began this morning, intermittent, non-radiating, with mild associated shortness of breath. No diaphoresis."
Stop the dictation, then send the message into the chat.
Freed will perform the edit and place the dictated content exactly where you instructed.
This is well-suited for small additions, clarifications, rewording, or quick fixes. For best results, when dictating on top of a finished note we recommend the chat over the Resume button — Resume reruns the full transcript through your template, which can rewrite or reshuffle the existing note rather than simply appending your dictation.
Upload a Document to AI Chat
You can upload a document directly into AI Chat and ask questions about it — no need to manually copy information into your note. Document uploader provides:
Enriched context: Upload lab results, referrals, or past history (e.g. from an outside facility) and ask Freed to surface insights or pull details into your note.
Instant summaries: Freed summarizes your document so you get the findings without reading the whole file.
HIPAA-compliant: Your patients' documents stay secure in Freed, with no external tools required.
AI Chat accepts PDF, plain text (.txt), and XML (.xml) files, up to 20MB per file.
How to use it:
Click the Upload document icon (paperclip) below the AI Chat input box.
Select the file you want to upload.
AI Chat extracts and summarizes the document — you'll see its status update in the chat (Uploading… → Extracting text… → Summarizing… → Ready).
Once it's ready, ask AI Chat a question or give it an instruction about the document.
Uploaded documents are not automatically added to your visit note, and AI Chat won't act on them until you ask. Always give an explicit instruction — e.g. "Extract labs from this document and insert them into the Objective section" — rather than uploading and expecting Freed to infer what to do.
Examples of prompts once a document is uploaded:
"Summarize this document"
"What medications are listed in this report?"
"Summarize the significance of the lab results"
"Does anything in this document conflict with what we discussed in the visit?"
"Pull the key lab values from this document into a bulleted list"
"What did the specialist recommend in this letter?"
"Do not summarize this document. Use the visit note/transcript to draft concise responses for each relevant question/section. If the note lacks enough information for a section, respond with 'Insufficient information.'"
Show or Hide AI Chat
The AI Chat panel appears on the right side of your screen by default:
Hide the panel using the toggle button to give yourself more space for your note.
Show it again at any time by clicking the same toggle.
Disclaimer
Clinical Evidence, which is part of the Platform, surfaces AI-generated clinical evidence to support your judgment. It is not a substitute for your judgment or that of any other healthcare professional and is intended solely to support, not direct, clinical care. Every answer links to its original source so you can review the basis of the evidence it surfaces.
More details can be found in our Terms of Use.
How do I use the Clinical Assistant and note editing features in Freed Scribe?
Freed Scribe offers powerful tools to streamline clinical documentation, including note editing and the Clinical Assistant. This article explains their differences, how to access and use the Clinical Assistant, and best practices for optimizing your workflow.
Differences Between Note Editing and the Clinical Assistant
Note Editing: This feature allows you to directly modify the generated SOAP note after a visit. You can reword, add, or remove content as needed. Over time, Freed Scribe learns from your edits and adapts future notes to better match your style and structure.
Clinical Assistant: This AI-powered tool supports your documentation and chart review workflow. It can retrieve or summarize relevant information, expand sections, and assist with clinical documentation tasks beyond simple text editing.
Accessing the Clinical Assistant
The Clinical Assistant is integrated into Freed Scribe 2.0 as a chat box labeled "Ask anything" at the bottom of the screen. It is not a separate panel. Simply type your instructions into the chat box to have the assistant update your note.
Why the Clinical Assistant May Not Appear
The Clinical Assistant is only available on learned templates and does not support structured templates. To enable it:
Switch the note’s template to a learned template using the template dropdown at the top of the note.
Once selected, the Clinical Assistant bar will appear at the bottom of the note.
Structured templates are being phased out as new functionality is developed for learned templates.
Using the Clinical Assistant for Documentation
The Clinical Assistant can help with various tasks, such as:
Filling in Missing Details: Ask the assistant to expand sections or add missing clinical details, such as medications or parts of the mental status exam (MSE). For example, you can request it to include specific symptoms or clarify content.
Updating Notes: Provide explicit and detailed instructions for updates. For instance, you can specify changes to medications in the Subjective/HPI section by stating: “Update the medication to Remeron and remove prior entries that say it was discontinued.” Clear commands ensure accurate edits.
Adding Symptoms: To add ADHD symptoms to the HPI, type a clear instruction like: “Please incorporate ADHD symptoms into the HPI, including current inattention, hyperactivity, and functional impact.” The assistant will rewrite the HPI accordingly.
Best Practices for Using the Clinical Assistant
Be specific and detailed in your instructions to ensure accurate results.
Clearly outline the structure and content you want, such as diagnoses, plans, or sections to include or exclude.
Use the "Ask anything" chat box for all interactions with the Clinical Assistant.
By leveraging these tools effectively, you can enhance your documentation workflow and save time while maintaining accuracy and clarity.
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:
Start a chat by clicking the messenger icon in the bottom right corner.
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.