Customer story · A California MSO
From scanned forms to care plans.
- What changed
- AI agents read each form into the plan’s template. Coordinators confirm.
- Who checks
- A coordinator confirms every HRA.
AI Agents
AI agents that work with your care team.
Fold AI agents use connected patient data to call, text and book visits within your protocols. An assigned clinician on your team makes every clinical decision.
Care gap closure AI agentFax
Eye exam report matched
Margaret Ellison · eye exam report
For Emily Carter to approveReview
Your own AI agentFax
Eye exam records requested
From each patient’s eye clinic
Built and tested on Fold
Scheduling AI agentText
Visit booked · Thu 10:30 AM
Margaret Ellison · confirmed by text
Done within your rules
Outreach AI agentText
Reminder sent for Thursday’s visit
Margaret Ellison · confirmed by text
Done within your rules
Transition of care AI agentHIE
Call brief ready
Margaret Ellison · discharged Mon
Jordan Reyes, RN callsOpen
Voice AI agentVoice
Warm transfer ready
Dose question · for the nurse on call
On the line nowTake call
Across workflows
Put AI agents to work in every workflow.
AI agents handle the calls, texts and paperwork within your protocols. Clinical decisions go to the assigned clinician.
AI agents also read faxes, forms and lab results for your team to check. They run intake, care plan check-ins, preventive reminders and workflows your team designs.
8xmore outreach by AI agents for our customers. Calls, texts and reminders run by AI agents, each one recorded on the case.Source: Fold platform data, all customers, 2025 vs 2026.
Care Transitions
Discharge follow-up
The AI agent books the follow-up visit. Jordan Reyes, RN, makes the clinical call that counts as TCM contact.
- AI agent did
- Reached Margaret Ellison’s daughter after discharge and booked the follow-up visit
- Handed to
- Jordan Reyes, RN, who makes the TCM contact with the agent’s call brief
- Outcome
- Follow-up visit completed with Dr. R. Hayes
Quality
Care gap evidence
The AI agent finds the A1c result. Emily Carter approves it before your team submits it to the plan.
- AI agent did
- Found Ruth Miller’s A1c from an outside lab, matched it to her record and attached the lab report
- Handed to
- Emily Carter, quality lead, reviews the evidence
- Outcome
- Approved evidence ready for your team to send to the plan
Access
Annual wellness visit
The AI agent texts, emails and calls. Grace Turner comes in for her visit.
- AI agent did
- Texted, emailed, then called Grace Turner. Booked her annual wellness visit and sent a reminder the day before
- Handed to
- Dr. R. Hayes sees her on Thu 11/12
- Outcome
- Visit completed and recorded in the practice EHR
Referrals
Specialist referral
The AI agent books the specialist and brings the consult note back. Maria Santos tracks it to the consult note.
- AI agent did
- Read Luis Ramirez’s referral fax, booked his cardiology visit and requested the consult note afterwards
- Handed to
- Maria Santos tracks the referral. Dr. R. Hayes reads the consult note.
- Outcome
- Consult note filed. Referral closed.
Transition of care AI agent
Patient context guides every step.
AI agents use patient context, program rules and permitted actions. Unfinished work stays open with a named owner.
AI agents booked 40% of follow-up visits on their own. The rest stayed with care teams. Source: Fold platform data, all customers, 2026.
Your own AI agents can use the same data and actions through Fold APIs, events and MCP tools, with the same guardrails and audit logs. Explore developer options
Transition of care AI agentHospital discharge, admitted for heart failure
1Patient record read
MEMargaret EllisonDischarged from St. Mary’s · Mon- Admitted for
- Heart failure
- Medicines
- Five changes at discharge
- Family
- Daughter, authorized
- Best time
- Mornings, Claire joins
2Your TCM protocol
Transitional care management
- Contact
- Clinician or clinical staff, within 2 business days
- Visit
- Face to face within 7 days, high complexity
- Medicines
- Reconciled by the visit
Owner · Jordan Reyes, RN3What the AI agent did
- Booked the follow-up visitDone
- Built the call brief for JordanDone
Brief handed to Jordan Reyes, RN, before her call
4Results
- Visit bookedThu 10:30 AM, confirmed by her daughterAI agent prepared
- Symptom reviewJordan Reyes, RN on the TCM callJordan reviewed
- Medicine checkOne question sent to Dr. R. HayesDr. Hayes to decide
- RHTask openOwner · Dr. R. Hayes
Build your own
Build AI agents for your own workflows.
Pick skills from the library, set guardrails and test the AI agent on past cases. It goes live when your clinical lead approves.
Change a step
Draft v4 · heart failure discharge
Call at 10 AMCall when the patient prefers- Escalate on chest pain
- RN makes the TCM contact
Edited by Jordan Reyes, RN
Replay it
Replay on recent discharges
- Harold KimReplayed
- Robert WashingtonReplayed
- Walter BrooksReplayed
Each difference from v3 shown; no patient contacted
A clinical lead approves
Approval
RHDr. R. HayesMedical directorApproved v4 · Thu 10/29
Nothing goes live without it
Publish or roll back
Versions
- v4Live
- v3Kept for rollbackRoll back
- v2Archived
Every version keeps its audit log
Give care teams more time for patient care.
AI agents finish the work that piles up. Each decision still has an owner on your team.
5:40 PM. Desk clear.
Maria Santos · Care coordinator
147tasks finished by AI agents today
Left for Maria
Margaret Ellison
Two answers unclear
ConfirmBoundaries
Where AI agent autonomy ends, and who sets it.
Can an AI agent act beyond what we approved?
No. Your clinical and operations leads set each step’s autonomy and guardrails. A named clinical lead approves every version before it goes live, and you can roll back to an earlier one. Licensed steps stay with people.
Which TCM tasks can AI agents handle?
AI agents read the discharge summary and pull out what your team needs. They match the discharge medicines against the chart and prepare a reconciled list for review. They also book the follow-up visit, send reminders and warm transfer to your staff. Your physician or NPP, or clinical staff under their direction, makes the interactive contact within 2 business days. An AI agent call never counts as that contact.
What patient data can an AI agent read?
Only the patient context its task needs. Every action is logged with who, what and when, and transcripts stay in Fold for review.
Case studies
See it in a case study.
Employer health benefitsHow a benefits firm activates members with an AI voice agent
Thousands of new members to welcome, and a first phone call nobody on staff had time to make.Get the case study
Primary careHow a primary care group sorts its clinical inbox with its own rules
Every lab, fax and report lands in one queue, and someone has to look at each one.Get the case study
Value-based care networks