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.

Click the Instructions tab at the top of the visit view (Premier and Groups plans only). Review the generated instructions and make any edits needed.

If you're using a Learned Template, you can edit the format of the instructions. Auto Learn is off by default — if you’ve turned it on (we recommend it!), the template updates automatically in the background. If Auto Learn is off, click Learn format at the top of the visit to teach the template manually.

When you're ready, click Secure send in the row of actions at the top of the Instructions tab (next to Print and Copy all).

You'll be asked to enter your patient's email address twice. Once sent, the patient's name and email are saved to the patient record so you can reuse them on future Secure Sends.

Tick the consent checkbox — it reads "I have obtained consent from the patient to send Protected Health Information (PHI) by email." You cannot send until it is ticked. Once entered and confirmed, click the Send button.

You can also securely send Clinical Letters from the Clinical letter tab.

The button appears once the instructions have content. Secure Send can also be turned off for a group practice — if you're on a group plan and the button is missing, contact Clinician Support to check whether it's turned off for your practice.

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 questions, you can get in touch with our Clinician Support team in the method that works best for you: