The patient sharing feature (also known as Care Collaboration) allows patients and their visits to be shared across your Freed organization. Providers can create new patients or look up existing ones and see records from other providers within their group.

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

Providers can also view a shared patient's most recent visit summary while pre-charting for a new visit — this is part of patient sharing, so it's available by default. This helps them quickly share knowledge when multiple providers are seeing the same patient.

If your group admin has turned on visit sharing, you can view a patient's past notes (even if they were not seen by you) by filtering your visit list and searching for notes created by other clinicians in your group.

With visit sharing on, you can also 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.

Patient sharing is on by default for every Freed account and has no toggle — group members can always see and select each other's patients. Visit sharing is the one setting your group admin controls, from the Sharing Settings section within Group Settings. Turning on "Allow providers to see all visits in the group" lets providers open and search full visit notes created by other members of your group; it's off by default.

Yes. Any provider who can view both records can merge a duplicate into the correct patient profile from the patient selector — visits and notes from both are combined under one record. See Merging duplicate patient records for step-by-step instructions. This action is permanent, so review the comparison carefully before confirming. Merging is rolling out gradually. If you don't see Merge duplicate record in the patient profile, it hasn't reached your account yet.

Yes — in fact that's the default for new accounts. The shared patient list and the last-visit-summary preview while pre-charting (patient sharing) are on automatically and can't be turned off. Full note and visit access across the group is a separate setting, off by default, that a group admin can turn on from Group Settings → Sharing Settings ("Allow providers to see all visits in the group").

Without visit sharing turned on, providers will only see the most recent note from any provider in the group during pre-charting — not the full visit history.

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

No. Patient sharing is default behavior for every Freed account and doesn't have an on/off setting. If you want to limit what's shared, you can leave visit sharing off (or turn it off if it's currently on) — the patient list stays shared, but providers won't be able to open each other's full visit notes.

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.