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Generate a note from a pre-recorded visit or transcript

How to use the file uploader to generate a SOAP note from a file.

In addition to capturing a visit in real-time, you can upload a pre-recorded audio file or .txt file of a transcript. This feature offers flexibility, enabling you to create notes from past sessions or pre-recorded conversations.


Upload a Transcript File

You can upload the transcript of a visit that's been recorded, or written in plain text format. Freed accepts common audio formats — MP3, M4A, WAV, AIFF, AAC, and WebM — plus plain-text (.txt) transcripts. WebM is the only supported video format. Refer to the in-app file picker for the definitive list.

Step 1: Use the Upload transcript option

Click the New visit button, just like you would for a live patient session, and add your patient's name.

Instead of pressing Capture, click the upload icon on the right side of the Capture button (its tooltip reads Upload transcript). You can add or update the patient's pronouns afterward from the note header. Uploading is available in Freed on the web; it isn't available inside the Chrome extension.

Step 2: Select your file

From your device, select the file of the pre-recorded conversation you want to upload. Most common audio file types are supported (e.g. MP3, M4A, WAV, AAC, WebM).

  • For recordings made using the iPhone Voice Memos app, save the file through the Share option into a cloud storage location or the Files app before uploading it to Freed for processing. This ensures compatibility and seamless uploads.

  • You can upload a .txt file if you have a pre-transcribed conversation that you’d like to process.

  • If your transcript is in Google Docs format, copy the text into a plain text editor and save it as a .txt file to ensure compatibility with Freed.- Avoid uploading PDF files as they may not process correctly and can cause the visit to appear stuck. Convert PDFs to a plain-text format such as .txt before uploading.

You can upload files up to 256 MB in size. A stable internet connection is also required to ensure successful uploads. For optimal performance, use Google Chrome when uploading files to Freed. If Chrome is unavailable, restarting your computer may resolve temporary access or security-related issues. If you encounter errors due to file size, consider reducing the file size by uploading smaller sections or removing unnecessary content such as images or attachments. This can help ensure successful uploads within the 256 MB limit.

Step 3: View and edit your Note

Once the note is processed, you can view and edit it just like any other Freed-generated SOAP note.

Please note that notes generated from plain text files will not contain an accurate visit duration time, as Freed is not able to analyze the duration of a text-based transcript.

Troubleshooting File Upload Errors

If you encounter errors while uploading files to Freed, such as messages about file size, corruption, or unsupported formats, try the following steps:

  • File Size or Corruption Errors: Reduce the file size by uploading smaller sections or removing unnecessary content. Ensure the file is not corrupted before uploading.

  • Unsupported File Formats: Convert unsupported files, such as Google Docs, into a plain text (.txt) format to ensure compatibility.

  • Clear Browser Cache: Clearing your browser cache can resolve unexpected upload issues.- Visit Appears Stuck: If a visit gets stuck after uploading a transcript, check the file format. Avoid using PDFs and convert them to plain-text formats like .txt before re-uploading.

If the issue persists, contact Freed support for further assistance.


What if my visit includes multiple patients?

If you recorded a visit that includes more than one patient and need separate notes for each, you can split the transcript manually and upload each portion as its own visit.

This is for unrelated patients who ended up in the same recording by accident. If you intentionally recorded a couples, family, or group therapy session and want one note documenting everyone together, see Customize your Notes with Templates → "Create a Template for Couples, Family, or Group Therapy Sessions" instead.

Step 1: Open the visit transcript

Go to the visit in Freed where the notes were generated. Open that visit, then open the … (More options) menu in the visit view and select Transcript to see the full text of what was recorded.

Step 2: Split the transcript into separate files

In the transcript, highlight and copy the portion that belongs to the first patient. Paste it into a plain-text (.txt) file and save it with that patient's name. Repeat for each patient so you end up with one .txt file per patient.

Step 3: Create new visits in Freed from those files

In Freed, start a new visit for the first patient. Upload the corresponding file into that new visit so Freed can create a separate note. Repeat this process for each remaining patient.

Once complete, you'll have individual visits and notes for each patient instead of a single combined one.


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:

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