How Does Freed Handle Patient Notes, Pre-Charting, and Patient History?
Freed offers a range of features to manage patient notes effectively, including pre-charting workflows, handling patient history, troubleshooting note generation, and ensuring accurate patient identification. Below, we provide a detailed guide to help you navigate these functionalities.
Pre-Charting and Workflow Setup
Pre-charting allows you to prepare for a patient visit in advance by entering relevant information before the appointment begins. Here’s how to use this feature effectively:
Open Freed and start a new visit.
Enter the patient's name.
On Premier and Groups plans, use the Context tab to type or dictate details such as PMHx, labs, or other notes. Dictation in the Context tab isn't available once recording starts, so add anything you want to dictate first.
Click Capture conversation and record a quick one-liner about the upcoming visit.
Pause the visit, and resume recording when the patient arrives.
When finished, click End visit, and Freed will process your note as usual.
This workflow ensures that your pre-charted context is tied to the correct patient and makes it easy to continue once the patient arrives.
Handling Patient History in Notes
Freed manages patient history in the following ways:
Returning patients (Premier and Groups): when a patient already has at least one note in your Freed account, Freed generates a patient context summary from their prior notes and includes it when generating the new note. Pulled-forward context can only be edited before or during the visit, in the Context tab. Once the note is generated, the Context tab can no longer be edited — review and remove anything you don't want included before you end the visit. For a brand-new patient there is no prior history to pull forward, so you can type or dictate context into the Context tab yourself.
Adding Additional Context: Freed’s Patient Context feature allows you to add free-text details, such as referring physicians, specialists, or care team members. Including these names in the Patient Context or your templates ensures correct spelling and provides additional clarity in the generated notes.
Best Practices for Adding History: When adding history to the Patient Context box, include only the relevant portions of prior notes rather than the full note. You can type, dictate, or paste specific details to ensure clarity and relevance.
Troubleshooting Note Generation
Occasionally, issues may arise that prevent Freed from generating a patient note. Common causes include:
The browser window being minimized or the computer going to sleep during recording, which can cause the microphone to lose access and result in no audio being captured.- If the system suggests an existing or demo patient, ensure you’ve added a unique identifier to the new patient’s name.
To avoid this, ensure your computer remains active and the browser window stays open during the recording. Without audio, Freed cannot process and generate a note.
Ensuring Accurate Patient Identification
To prevent Freed from matching a new visit to an existing patient with the same name and pulling prior history, follow these steps:
Include a unique identifier in the patient’s name when creating a visit. For example:
Add a last initial: “Mike B”
Include a DOB or other unique marker: “Mike B 2015-03-02”
Mark as new: “Mike - new” or “Mike (new)”
Freed can auto-detect a patient’s name from the visit conversation if the First Name and Last Name fields are not explicitly saved in the patient record. For example, if the conversation refers to the patient as “Ms/Miss [Last Name],” this inferred form may appear in subsequent notes. To avoid such inconsistencies, always set and save the patient’s First Name and Last Name fields in the patient record. This ensures that the system uses the saved values consistently rather than inferring names from conversations.- If the previous note is still open, click New Visit or return to the visit list before starting a new recording.
Explicitly attach the patient’s name to the visit record before recording. Avoid leaving the name field blank or relying solely on auto-detected names from the transcript. This ensures that future visits are linked to the correct patient record and the AI can access the full patient history.- If a recording starts under the wrong patient, click the patient name on that visit and change it. The note will remain unchanged.
Using a unique identifier ensures that the system recognizes the patient as new and does not auto-attach history from a different patient with the same name.
By following these guidelines, you can optimize your use of Freed for managing patient notes, pre-charting, and patient history effectively.
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].
Join a live support call with our support team.
If you're interested in using Freed as a group, talk with our sales team.