Overview
This guide walks group administrators through the complete Freed journey — from your initial demo with our team, through signing your agreement, setting up your account, and building an ongoing relationship with your dedicated Group Account Manager (GAM). Whether you're just getting started or looking ahead, this article outlines what to expect at every stage.
What to Expect During Your Demo
Your journey with Freed typically begins with a personalized discovery call with one of our team members. The demo is tailored to your practice's specific needs and covers:
Discovery — A conversation about your current documentation workflow and where Freed can help most
Live Product Walkthrough — See Freed's core features in action, including visit recording, note generation, editing, and EHR push
Next Steps — If Freed looks like a good fit, the team will discuss evaluation options, typically a structured trial for your clinicians
To learn more about Freed's plan options and pricing before or after your demo, see: Freed Pricing
Trial Period
During the trial, your account will be configured and your clinicians can be invited to experience Freed firsthand. This is a great opportunity to gather feedback from your team before moving forward with a full subscription.
For details on the free trial and what happens when it ends, see: Managing Your Freed Subscription
Signing Your Agreement & Completing Payment
Once you've decided to move forward with Freed, here's what happens during the purchase process.
How It Works
A quote is prepared based on the number of seats (clinician licenses) you need and your billing term (monthly or annual).
You'll receive a quote to review and sign electronically. Review the terms, seat count, and pricing carefully before signing.
Payment details are collected at signing and your subscription is activated automatically — no additional steps needed.
What You'll Receive After Signing
Within the same business day your payment is processed, you can expect:
✅ A confirmation email with instructions on how to invite your clinicians to the group plan
✅ An introduction to your Group Account Manager (GAM) — your dedicated point of contact going forward
Important Notes
Annual vs. Monthly billing: Annual plans offer a discount compared to monthly billing. Ask about pricing options during the demo.
Seat count: Make sure your seat count matches the number of clinicians you plan to onboard. You can always add seats later through your GAM.
The admin seat is free — Your admin seat does not count toward your paid seat total. It exists solely for managing the group.
Setting Up Your Group Account
After your purchase is complete, your next steps are logging in and inviting your team. For a full walkthrough of the setup process, see: How to Set Up Your Freed Group Plan
Step 1: Log In to Your Admin Account
Go to secure.getfreed.ai/login and sign in with the email used during the purchase process. If you don't have an account yet, create one at secure.getfreed.ai/signup using the same email associated with your agreement.
⚠️ Already have an individual Freed subscription? When you're set up as a group admin, your individual subscription will be canceled and a prorated refund will be issued automatically.
Step 2: Invite Your Clinicians
This is the most important step — getting your team set up and using Freed. For detailed instructions on inviting users, handling existing Freed accounts, and tracking invitation status, see:
💡 Tip for clinicians with existing individual subscriptions: When a clinician joins your group, their individual subscription is automatically canceled and a prorated refund is issued. They transition seamlessly with no interruption in service.
What to Expect on Day One
For You (the Admin)
You'll receive a welcome email from Freed with tips on getting started
Your GAM will reach out on the same business day with an introductory email and a link to schedule a kickoff call
Start inviting your clinicians if you haven't already
For Your Clinicians
Once clinicians accept their invitation and log in, they'll receive a series of onboarding emails covering how to set up templates, push notes to their EHR, and more.
Your Group Account Manager (GAM)
Your GAM is your long-term partner at Freed. They support you with:
Onboarding your team — helping clinicians get comfortable with Freed
Adding or removing users — managing seats as your team changes
Billing & subscription management — billing questions, plan changes, and expansions
Workflow optimization — tailoring Freed to your practice's specific needs
EHR integration support — getting the most out of Freed's EHR push features
Answering questions — from you or any of your clinicians
💡 We recommend scheduling a kickoff call with your GAM. They'll send you a calendar link — take advantage of this to get personalized onboarding support for your team.
Managing Your Group Plan Over Time
For full details on managing your subscription — including adding/removing users, switching billing terms, and handling payment issues — see:
Account Settings & SSO
To manage your account settings (email, password, preferences, and more), see: Manage your Freed Account Settings
If your organization uses Single Sign-On (SSO), see: Freed SSO Setup (Advanced Instructions for Group Accounts)
Frequently Asked Questions
Can I add seats after subscribing?
Yes! Contact your GAM at any time to add additional seats to your group plan. You can then invite new clinicians from your Subscription settings.
Does the admin seat count as a paid license?
No. The admin seat is free and exists solely for administrative purposes — managing the group, inviting users, and overseeing the subscription. It does not count toward your paid seat total.
Can clinicians see each other's notes?
No. Notes are private and can only be accessed by the clinician who recorded them. By default, admins and other providers cannot see each other's notes. If your clinic wants to enable collaborative workflows, see: Introducing: Sharing patients in your group
What happens if a clinician already has an individual Freed subscription?
When they accept your group invitation, their individual subscription is automatically canceled and a prorated refund is issued. They transition seamlessly to the group plan. For more detail, see: Manage and Invite Users to a Freed Group Plan
How quickly will my GAM reach out after I sign up?
Your GAM will reach out on the same business day your payment is processed, with an introductory email and a link to schedule a kickoff call.
Who do I contact for technical support?
For technical questions, you and your clinicians can:
Start a chat by clicking the messenger icon in the bottom right corner of Freed
Email [email protected]
Schedule a call with our support team
For account management questions (seats, billing, expansions), reach out to your GAM directly.
Can I share my group invite link with anyone?
The invite link should only be shared with clinicians who have paid seats in your group plan. Each clinician who joins via the link will occupy one of your purchased seats. For more on invite links, see: Inviting Users to a Freed Group Plan (Invite Link)
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].
Schedule a call with our support team.
If you're interested in using Freed as a group, talk with our sales team.