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 the Freed app and click on 'Capture Conversation.'
Before the patient arrives, record a quick one-liner or summary about the upcoming visit and enter the patient’s name.
Use the Patient Context text box to type or dictate additional details such as PMHx, labs, or other notes.
Pause the visit at any time 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. For more details, refer to the app's guide on preparing notes in advance (One-Liner Workflow).
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. The summary appears in the Context tab before and during the visit and you can edit it there; after the note is generated you can remove it using Remove patient context in the note's action menu. 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.
Follow-Up Notes: Freed retains patient history from previous visits and makes it available for follow-up notes, provided the information has not been deleted. This allows follow-up notes to build on prior documentation rather than starting from scratch.
Manual Reference: If you need details from past encounters in a new note, you must reference or add them manually, as Freed does not automatically import details from prior visits.- 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.- Patient Context Limitations: The Patient Context feature is visit-specific and does not persist indefinitely or reliably pull specific information from previous notes. It is intended only for the current visit.
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.
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.- 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.
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.