How to use the Telehealth visit workflow template

Start a board from it
Use this template opens a new Freero board with the Telehealth visit workflow template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Telehealth visit workflow”.
Follow the instruction on the board
“Walk it through as a patient with a weak connection and as one who has never used video. Every step needs a fallback by phone.”
Fill in each part
- Who does it, what the patient needs, and the fallback
- Book the visit
- Send the link and checklist
- Tech check
- Consultation
- Prescriptions and tests
- Follow-up
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 Telehealth visit workflow 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.

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.
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.
Patient safety incident review
Look at a patient safety event without blame: what happened, the factors around it and what the system should change.