Skip to main content

Introducing: AI Chat with Clinical Evidence

Learn about Freed's AI Chat and Clinical Evidence.

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 consolidates and replaces the following tools:

  • Magic Edit

  • Pre-charting chat

  • Transcript and note summarization

AI Chat brings all of these capabilities and more together in one place. 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.

Before your visit: Before your visit: Ask AI Chat questions to help you prepar— for example, summarize prior visits or review medications discussed previously.

After your visit: 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:

  1. Open the finished visit note you want to edit.

  2. In the AI chat at the bottom of the right-hand panel, click the dictation (microphone) button.

  3. 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."

  4. Stop the dictation, then send the message into the chat.

  5. 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.

Want a fully-dictated note (no patient encounter to capture)? A purpose-built dictation note template is available on request — please reach out to our Clinician Support team via the messenger or at [email protected] and we'll get you set up.

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:

  1. Click the Upload document icon (paperclip) below the AI Chat input box.

  2. Select the file you want to upload.

  3. AI Chat extracts and summarizes the document — you'll see its status update in the chat (Uploading… → Extracting text… → Summarizing… → Ready).

  4. 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. AI Chat uses them to answer questions and generate summaries — you can ask it to add specific content to your note yourself.

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?"

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.


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:


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.

Did this answer your question?