How to use the Clinical audit cycle template

Start a board from it
Use this template opens a new Freero board with the Clinical audit cycle template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Clinical audit cycle”.
Follow the instruction on the board
“Choose a standard you can measure from records. Agree the sample before collecting, and book the re-audit date when you present the first results.”
Fill in each part
- Choose the topic Week 1
- Set the standard Week 2
- Collect the data Weeks 3–6
- Compare and present Week 7
- Change practice Weeks 8–12
- Re-audit Month 6
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Clinical audit cycle board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Quality improvement project
Set up a small improvement project in care: the aim, how you will measure it, the change ideas to test and who is involved.
Infection control audit
Walk a clinical area against its hygiene standards, record what you see and turn each miss into an action with an owner.
Patient pathway map
Follow one patient from referral to follow-up: what happens at each step, how long they wait, how it feels and what could be better.
Care plan review
Review a person’s care with them and the people around them: what matters to them, what support works and what changes next.
Discharge planning
Plan a patient’s safe return home from the day they arrive: what must be ready before, on and after the day they leave.
Clinic flow and waiting times
Time each step of a clinic visit from arrival to leaving, so you can see where patients wait and which delay to fix first.