How to Troubleshoot and Customize Note Templates in Freed Scribe
Freed Scribe offers powerful tools for creating and managing note templates, but users may encounter issues such as missing sections, incorrect formatting, or incomplete notes. This guide provides solutions to common problems and explains how to customize templates to suit your needs.
Overview of Note Templates
Freed Scribe uses two types of templates:
Learned Templates: These adapt based on your edits to previous notes. The AI learns from the last three edited examples to structure future notes.
Structured Templates: These are fully customizable and allow you to define specific sections and prompts that appear in every note.
Common Issues and Solutions
Missing Sections in Notes
If sections like "Assessment & Plan" or "Objective" are missing, it may be due to template settings or incomplete example notes.
Check Template Structure: - Open the Template Library. - Select the template in question. - Ensure the missing sections are included in the template structure. - Add subsections if needed and save the template.
Update Example Notes: - Open the Example Note for your template. - Add realistic, well-formatted content to the missing sections. - Save the template to ensure future notes include these sections.
Incorrect Formatting or Overlapping Sections
Formatting issues, such as overlapping sections or incorrect headers, can disrupt note readability.
Fix Overlapping Sections: - Click the section header causing the issue. - Rename it to the correct title (e.g., "Assessment and Plan").
Adjust Formatting: - Switch to "Unformatted View" in the template editor. - Edit headings, bullets, or paragraphs as needed. - Click "Learn format" to save your preferences.
Sections Marked as "N/A" or Placeholder Content
If sections show placeholder text like "N/A" or "f," the Example Note may lack proper content.
Replace Placeholder Content: - Open the Example Note in your template. - Add detailed, structured content to the affected sections. - Save the template to update future notes.
Missing Verbalized Details
If verbalized details (e.g., treatment plans) don’t appear, the Example Note may be too generic.
Customize Example Notes: - Add specific examples of the details you want (e.g., medications, labs, referrals). - Save the template to guide the AI in future notes.
Customizing Templates
Adding New Sections
To add sections like "Objective" or "Assessment & Plan":
Open the Template Library and select your template.
Click "Edit" to open the Template Builder.
Add new subsections under the desired section.
Save the template.
Using the "Learn format" Feature
The "Learn format" feature allows Freed to adapt to your preferred note structure:
Edit a note to match your desired format.
Click "Learn format" to save the structure for future notes.
Avoid adding new information not present in the original note to prevent AI confusion.
Ensure that no desired sections are removed before clicking "Learn Format," as Freed will omit them in future notes.
Advanced Troubleshooting
Managing Auto Learn
If "Auto Learn" is enabled and overwriting your layout:
Disable "Auto Learn" for the affected template by opening the Template Library and selecting your template. Turn Auto Learn off at the top right.
AI Learning Behavior
Freed’s AI relies on Example Notes to generate content. Ensure these notes are detailed and well-structured to guide the AI effectively.
Edit Example Notes: - Add realistic content to all sections. - Save the template to update future notes.
Specialty Settings
If blank sections appear due to mismatched specialties:
Go to Account > Profile > Specialty.
Select a broader specialty to cover varied clinical contexts.
FAQs
Can I leave the "Assessment & Plan" section blank in Example Notes?
No. Example Notes must include realistic content to guide the AI in generating future notes. By following these steps, you can troubleshoot common issues and customize Freed Scribe templates to meet your specific needs.