How to use the Patient pathway map template

Start a board from it
Use this template opens a new Freero board with the Patient pathway map template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Patient pathway map”.
Follow the instruction on the board
“Map one real, recent patient, not the ideal pathway. Ask a patient or carer to check the feelings row before you plan any changes.”
Fill in each part
- Referral
- First appointment
- Tests
- Diagnosis
- Treatment
- Follow-up
- What happens The step as the patient sees it.
- Wait How long until the next step.
- How it feels What the patient told us.
- Pain points Where the pathway lets them down.
- Ideas Changes worth testing.
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 Patient pathway map 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.

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.
Patient feedback themes
Sort comments from surveys, complaints and thank-you cards into themes, so the team sees what patients raise most and acts on it.
Clinical audit cycle
Run an audit against an agreed standard: pick the topic, collect the data, compare, change practice and audit again.
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.
SBAR handover
Pass on a patient’s situation in four short parts, so the person taking over hears the facts, your view and what you need.
Ward safety huddle
A ten-minute stand-up at the start of each shift: who is at risk today, what went wrong yesterday and what the team needs.