Skip to main content

Patient Context in Notes

Learn about Freed's new feature that incorporates past visit history into new visit notes.

Until now, each visit in Freed has started as a blank slate — which meant clinicians often spent time manually re-adding patient history, summaries of prior visits, or problem lists to keep documentation complete and clinically relevant.

The Patient Context feature changes that. It gives clinicians the option to incorporate relevant patient history into new notes automatically, improving efficiency, continuity, and overall documentation quality. (This feature is also referred to as Patient Insights or "patient context pull-forward" elsewhere in this Help Center — they all describe the same capability.)


What Is Patient Context?

Patient Context enables you to include additional information about your patient like their demographics, reason for visit, or past medical history directly into their current note.


How to Use Patient Context

You have complete control over the information included in patient context. Even if you choose to include patient context before starting a visit, you have the option to remove patient context after, when editing the note.

For Existing Patients

Freed automatically generates a patient summary based on their prior notes, visits, and problems. The summary includes key information (e.g., ongoing conditions, prior plans, recent changes).

Please note that patient context is only pre-generated for patients that already have at least one note in your Freed account. If you have deleted a patient's previous note, patient context will not be automatically generated, but can be entered manually.


For New Patients

You can manually add patient context and background information (e.g., age, medical history, reason for visit) before starting the visit.

Add patient context before a visit

Use the Context tab to add important details about your patient before or during a visit, such as their age, gender, medical history, or reason for the visit.

For new patients, you can add context from the pre-visit screen before you begin recording. For existing patients, the Context tab remains available throughout the visit.

Dictate patient context

Instead of typing patient context manually, you can dictate it directly into the context field:

  1. Open the Context tab for the visit.

  2. Click the microphone icon inside the patient context text box.

  3. Speak naturally to dictate the information you want to add.

  4. Use voice commands such as “period,” “comma,” “question mark,” or “new paragraph” to add punctuation and formatting.

  5. Your patient context saves automatically as you dictate, so there is no need to click a separate save button.

Note: The microphone in the patient context field is specifically for adding patient context and is separate from the Dictate to Edit feature used when editing a generated note.


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:

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

Did this answer your question?