Freeform Note Guide
Freeform Note is our simplified progress note generator built for times when you don’t need the additional prompts and just want to brain dump your session. It only includes the basic note details to help format your note and a text area to write out the details of your session.
1. Start a new note
Select Freeform Note from the homepage once you are logged in, or select it from the top menu under the Generate Note dropdown.

2. Note Details
The first three prompts tell Psych Scribe how to set up the note. These include note style, session setting, and unit of treatment. Only note style is required but we suggest using all three prompts to better help Psych Scribe to write your note. There is also an optional date selector that will include the date of the session in the note so you don’t have to type it in later.

3. Session Details
Session Details is where you can brain dump your session or put any notes you wrote during the session. The more detailed you are the better your note will come out but a paragraph or so should be all you need to get a good note.
Remember to never include identifying information in any of the additional information text boxes.

4. Generate Note
Once you have completed Session Details, click the Generate Note button. It will generally take a few seconds for your note to be generated but can take up to 30 seconds.

5. Review Note
Once your note has been generated you can review and make edits to the note right in the text output box. Additionally on the lower right corner of the text output there is a play button that will read your note aloud to you if you prefer.
Once you have reviewed your note, simply select and copy the text or click the Copy button in the lower right corner to copy your note and paste it into your EHR of choice.
Note: This note is not saved in Psych Scribe, you must copy it to your EHR before you begin another note or leave the page.

6. New Note
If you’ve copied your note to your EHR you can now safely leave the page and start another note. If you would like to create another Freeform note, simply click the New Note button at the bottom of the page. If you would like to start a different kind of note, head up to the menu on the top right of the page and select the kind of note you would like to start from the Generate Note dropdown.
