Switching from Freed to Twofold takes about a week and no documentation gap: start Twofold's 7‑day no‑card trial while your Freed subscription is still active, recreate your two or three most‑used templates in Twofold, run both tools on the same visits for a few days, confirm your notes flow into your EHR, then cancel Freed before its renewal date. Your finished notes were never at risk — they already live in your chart — so migration is really a template rebuild plus a few sessions of style learning.
This guide maps your Freed workflow to its Twofold equivalent, shows how to recreate your templates, and lays out a day‑by‑day plan. If you're still deciding, start with our comparison instead; this is the execution playbook for clinicians who've already chosen to move.
Disclosure: this guide is published by Twofold Health. Freed details are from Freed's help center and Twofold details from trytwofold.com, both verified July 2026 — confirm current terms before you act.
Freed → Twofold: What Maps to What
Most of your Freed workflow has a direct Twofold equivalent, and a few things get better. The mapping:
Your Freed workflow | In Twofold | What changes |
|---|---|---|
Ambient recording of the visit | Ambient recording — plus dictation or a typed summary | More capture options for visits you don't record |
Note templates / template builder | 70+ templates + custom template builder | Rebuild your daily templates once; more specialty formats available |
Note caps (Starter = 40/month) | Unlimited notes on every paid plan | No cap to manage |
Assessment & Plan editing | Style learning that matches your voice over sessions | Less editing over time |
Coding on Premier only | CPT and ICD-10 coding included | Coding without the top tier |
Copy-paste / EHR push to your EHR | Works alongside any EHR | Same EHR, no platform switch |
HIPAA compliance | Signed BAA on every plan; audio never stored | BAA included, not tier-gated |
Step 1: Start Twofold in Parallel (Don't Cancel Freed Yet)
Begin the Twofold trial — it's 7 days and needs no credit card, so it runs alongside your active Freed subscription with no double‑billing. Sign your BAA before recording a real patient so you're covered for PHI from the first visit.
Step 2: Recreate Your Templates
Templates don't transfer between vendors, but rebuilding is quick — do your two or three most‑used first, since they cover most of your day:
Step 3: Run Both Tools on the Same Visits
For three to five days, generate each note in both Freed and Twofold and compare the only metric that matters: minutes from end of visit to signed note. This is also when Twofold's style learning kicks in — edit the first few notes and it starts matching your phrasing and detail level.
Step 4: Confirm Your EHR Flow
Twofold works alongside any EHR, so confirm the handoff you need — copy‑paste or your usual workflow — puts the finished note into the chart cleanly. Your EHR remains the legal record; verify recent notes are landing there before you rely on Twofold alone.
Step 5: Cancel Freed Before It Renews
Once Twofold is carrying your visits, cancel Freed before its renewal date — Freed doesn't refund unused months, so timing matters. Follow our step-by-step Freed cancellation guide (Settings → Plan and Billing → Subscription → confirm in Stripe), copy out any unfinished drafts, and end the Freed BAA.
The 7-Day Freed-to-Twofold Timeline
Why Clinicians Make the Switch
The Freed switchers who land on Twofold usually cite the same wins: unlimited notes with no 40‑note cap, notes that sound like them (so less A&P editing), coding without paying for the top tier, and behavioral‑health depth Freed doesn't match. Add a signed BAA on every plan, audio that's never stored, and an EHR‑agnostic workflow, and the switch is low‑risk and quick.
Want the side‑by‑side first? See our Freed vs Twofold comparison and the vendor‑neutral guide to switching AI scribes.
Bottom Line
Moving from Freed to Twofold is a one‑week, no‑gap migration: trial Twofold in parallel, rebuild your handful of templates, compare on real visits, confirm your EHR flow, and cancel Freed before it renews. Your notes live in the chart the whole time, so nothing is at risk. Start your Twofold trial during your remaining Freed access and make the switch on your own visits.