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Securely Send Patient Instructions

How to use Freed's Secure Send feature to email a copy of instructions directly to your patient or client.

Updated yesterday

You can securely email the generated Patient Instructions using Secure Send. The Patient Instructions are generated along with your note, and can be edited just like any other part of your note.


How to use Secure Send

Step 1: Locate and review the Patient Instructions section

Expand and view the patient instructions, and make any edits that may be needed.


If you're using a Learned Template, you can make edits to the format of the instructions, then click the Learn Format button to teach Freed how to format future visits' patient instructions.


Step 2: Click the Send icon​

Once you're ready to send your instructions, click the paper airplane icon in the section header, located by the thumbs and copy buttons.

Step 3: Confirm and send

Since Freed does not store any patient information or email addresses, you'll be asked to enter your patient's email address twice.

Click the checkbox to confirm the patient consent statement. Once entered and confirmed, click the Send button.


Patient Instructions Example

Here is an example of what your patient will see when sent patient instructions through Freed's Secure Send:


If you need further help or have any questions, get in touch with our Clinician Success team by clicking the messenger icon in the bottom right corner of your screen, or by emailing [email protected].

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