The patient sharing feature allows patients and their visits to be shared across your Freed organization. When enabled, providers can create new patients or look up existing ones and see records from other providers within their group.

When patient sharing is enabled, you can start a visit by selecting any existing patients seen by a user in your group, including patients seen by other clinicians. Shared patients show up your "Group's patients."

When patient sharing is enabled, providers can view the most recent visit summary while pre-charting for a new visit. This helps them quickly share knowledge when multiple providers are seeing the same patient.

To view a patient's past notes (even if they were not seen by you) you can filter your visit list and search for notes created by other clinicians in your group.

Finally, you can find your own and group visits by using the search bar above the visit list.

Patient sharing unlocks flexible and collaborative workflows across your team:

Provider coverage & subbing
When one provider is covering for another (due to vacation, illness, or high volume), they can instantly access prior visits, historical notes, and pre-charting details ensuring continuity of care without delays.

Medical assistant workflows
Patient sharing enables medical assistants to support multiple providers simultaneously. A medical assistant with a Freed account can open a note, begin intake, pause mid-workflow, and seamlessly hand off documentation to the provider to complete the visit. Learn more

Continuity across visits
Providers can create new visits under the same patient profile and quickly reference past notes when clinically relevant, reducing duplicate work and improving clinical context.

The patient sharing feature is currently in testing. Group admins can enable patient sharing for their clinic by opting in from the Early Access section within Group Settings.
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Reach out to the product team for product feedback and suggestions, or contact sales for a demo.

Today, there is no automatic patient merging based on name matching. We’re developing tools to make record organization easier.

In the meantime, users within the same group can manually consolidate visits by reassigning them to the correct patient record.

Yes. If note sharing is enabled, group members can view notes created by other providers by default (these notes will be locked and cannot be edited).

However If you prefer, you can disable access to other providers’ notes while still sharing the patient list:

In that case, providers will only see the most recent note from any provider in the group during pre-charting.

Their past visits will still be visible to the active users in the group.

Yes. Enabling patient sharing expands permissions across the clinic to enable collaboration. If the feature is later disabled, Freed will revert to its original state.

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.