Freed
AI medical scribe that generates clinical notes from patient conversations. Here is every workflow Tabflows automates in Freed for direct primary care clinics.
Automations
- Draft plain-language visit summary emails from Freed notes
Draft plain-language visit summary emails from Freed notes
Patients leave with a clear written plan.
Patient Messaging & Inbox - Answer post-visit callback questions from the Freed note
Answer post-visit callback questions from the Freed note
Callers get answers that match the visit.
Patient Messaging & Inbox - Schedule plan check-ins from Freed notes through Spruce
Schedule plan check-ins from Freed notes through Spruce
Promised check-ins happen on time.
Patient Messaging & Inbox - Book the follow-up the physician asked for in the visit
Book the follow-up the physician asked for in the visit
Follow-ups get booked before patients drift.
Scheduling & Patient Outreach - Check Freed's med plan against DoseSpot before sign-off
Check Freed's med plan against DoseSpot before sign-off
What was said in the room matches what reaches the pharmacy.
Prescriptions & Refills - Stage Northwind fills for meds started in a Freed visit
Stage Northwind fills for meds started in a Freed visit
Patients get their meds without a second call.
Prescriptions & Refills - Stage Vista Scripts compounds discussed in a Freed visit
Stage Vista Scripts compounds discussed in a Freed visit
Compounds are ordered right after the visit, then tracked.
Prescriptions & Refills - Hand off nutrition plans from Freed notes to Practice Better
Hand off nutrition plans from Freed notes to Practice Better
Coaches start from the physician's plan, not from scratch.
Referrals & Prior Authorization - Scribe notes to tasks
Scribe notes to tasks
Turns the follow-ups in Freed or Heidi visit notes into assigned tasks for the team.
Visit Prep & Clinical Documentation - Draft Akute visit notes from Freed scribe output
Draft Akute visit notes from Freed scribe output
Notes are ready to sign minutes after the visit.
Visit Prep & Clinical Documentation - Match Freed visit drafts to Amplify DPC appointments
Match Freed visit drafts to Amplify DPC appointments
Scribe drafts never get orphaned.
Visit Prep & Clinical Documentation - Draft athena notes from Freed with visit level checks
Draft athena notes from Freed with visit level checks
Notes and billing line up before claims go out.
Visit Prep & Clinical Documentation - Flag Freed plan items not yet ordered in Atlas.md
Flag Freed plan items not yet ordered in Atlas.md
What was promised in the room actually happens.
Visit Prep & Clinical Documentation - Catch Calendly visits with no Freed note by end of day
Catch Calendly visits with no Freed note by end of day
No visit goes undocumented overnight.
Visit Prep & Clinical Documentation - Place Freed scribe notes into Cerbo and turn orders into tasks
Place Freed scribe notes into Cerbo and turn orders into tasks
Notes and follow-through are done before the next patient.
Visit Prep & Clinical Documentation - Stage Freed scribe notes in Charm with a coding check
Stage Freed scribe notes in Charm with a coding check
Notes are signed same day and billable on the first pass.
Visit Prep & Clinical Documentation - Stage Freed notes in Elation with orders listed for sign-off
Stage Freed notes in Elation with orders listed for sign-off
Notes and orders close out together.
Visit Prep & Clinical Documentation - Block physician time to finish open Freed notes
Block physician time to finish open Freed notes
Notes get finished during the day, not at midnight.
Visit Prep & Clinical Documentation - Stage Freed drafts as Healee visit notes for sign-off
Stage Freed drafts as Healee visit notes for sign-off
No copy-paste between the scribe and the chart.
Visit Prep & Clinical Documentation - Compare Freed and Heidi side by side during a scribe trial
Compare Freed and Heidi side by side during a scribe trial
Choose a scribe on evidence, not impressions.
Visit Prep & Clinical Documentation - Stage orders spoken during the visit in Hint Clinical
Stage orders spoken during the visit in Hint Clinical
Nothing the physician ordered out loud gets lost.
Visit Prep & Clinical Documentation - Stage Freed drafts as SigmaMD notes for sign-off
Stage Freed drafts as SigmaMD notes for sign-off
Notes and patient summaries are done minutes after the visit.
Visit Prep & Clinical Documentation - Bring Freed session notes into SimplePractice progress notes
Bring Freed session notes into SimplePractice progress notes
Progress notes are signed and billable the same day.
Visit Prep & Clinical Documentation - Catch membership changes patients raise during a visit
Catch membership changes patients raise during a visit
Plan changes mentioned in the exam room actually happen.
Billing & Revenue - Charge cash-pay add-on services documented in the visit
Charge cash-pay add-on services documented in the visit
Every billable service is charged correctly.
Billing & Revenue - Check new patient Freed notes against their Jotform intake
Check new patient Freed notes against their Jotform intake
First visits miss nothing the patient wrote down.
Membership & Onboarding - Explain Labcorp results using the reason from the visit
Explain Labcorp results using the reason from the visit
Result messages connect back to what was said in the room.
Labs & Results - Catch Quest labs promised in a visit but never ordered
Catch Quest labs promised in a visit but never ordered
Every lab the physician mentioned actually gets drawn.
Labs & Results - Stage Rupa specialty tests recommended during a visit
Stage Rupa specialty tests recommended during a visit
Recommended tests are ordered before the patient forgets.
Labs & Results - Compare ChartNote and Freed side by side during a scribe trial
Compare ChartNote and Freed side by side during a scribe trial
You choose a scribe on evidence, not gut feel.
Analytics - Weekly note turnaround tracker per physician
Weekly note turnaround tracker per physician
Documentation backlogs are visible before they pile up.
Analytics - Monthly documentation cost per finalized note
Monthly documentation cost per finalized note
The owner knows what documentation actually costs.
Analytics - Update Fold Health care plans from finalized Freed notes
Update Fold Health care plans from finalized Freed notes
Care plans reflect the latest visit, not last quarter's.
Records & Care Coordination - Find outside records for care mentioned in a Freed visit
Find outside records for care mentioned in a Freed visit
What the patient mentions in passing gets documented properly.
Records & Care Coordination - Turn Freed visit plans into HealthBook+ care plans
Turn Freed visit plans into HealthBook+ care plans
Patients go home with a care plan they can track.
Records & Care Coordination - Check post-discharge visit notes against the hospital record
Check post-discharge visit notes against the hospital record
Post-hospital visits cover everything the hospital handed off.
Records & Care Coordination - Stage Fullscript protocols for supplements named in a Freed note
Stage Fullscript protocols for supplements named in a Freed note
Supplement plans go out the same day as the visit.
Dispensing & Supplements - Reconcile in-office dispenses with what was said in the visit
Reconcile in-office dispenses with what was said in the visit
Inventory and visit records agree every night.
Dispensing & Supplements - Answer the clinical questions left open during a visit
Answer the clinical questions left open during a visit
Open questions get closed while the visit is fresh.
Clinical Reference - Check chronic care plans in Freed notes against UpToDate
Check chronic care plans in Freed notes against UpToDate
Chronic care plans stay aligned with current guidance.
Clinical Reference - Follow up on meet-and-greet visits that didn't convert
Follow up on meet-and-greet visits that didn't convert
Prospects get a follow-up that speaks to what they said.
Growth & Outreach
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