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Upload a Pre-Recorded Visit

How to use the file uploader to generate a SOAP note from a pre-recorded visit or .txt file.

Updated this week

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 while enjoying Freed's signature ease of use and accuracy.

Additionally, Freed is compatible with web-enabled devices like desktops and laptops. These enable clinicians to minimize mobile phone use during patient care. For real-time session capture or audio uploads, Freed's iOS and Android apps also provide on-the-go functionality.


Step 1: Click the Uploader button

Before proceeding, ensure you have identified the device you’ll use—desktop, laptop, mobile app, or an external recording device—to optimize your uploading workflow.

Click the Start a Visit button, just like you would for a live patient session. Enter the patient's name and pronouns.

Instead of pressing the "Capture Conversation" button, click on the Uploader button, located directly to the left of the Capture Conversation button.

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, including MP4, MP3, and M4A.

Alternatively, you can record sessions using external devices like digital voice recorders and upload the saved audio files to Freed for processing.

  • For recordings made using the iPhone Voice Memos app, save the file through the Share option into a cloud storage location or 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.

Once selected, Freed will automatically begin generating your note. If you face issues while uploading, verify file formats, internet connection, or ensure the absence of storage space issues on your device. Conversion tools can help if the file format is incompatible.

You can upload files up to 256 MB in size. A stable internet connection is also required to ensure successful uploads.

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.


Get Support

If you need further help or have any questions, contact our Clinician Success team by clicking the messenger icon in the bottom right corner of your screen, emailing [email protected], or scheduling a 15-minute call with a Clinician Success Representative.

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