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Dolores, 72, reads a text from her care team at her kitchen table in the morning

Reach more patients and widen access to care.

Fold shows your team who to reach and why. Your coordinators choose what AI agents handle, and a named nurse takes anything clinical.

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How it works

From a reminder to a booked visit.

The same four steps as every Fold workflow. Here the signal is a visit Margaret has not booked yet.

  1. 1Signals in
    Plan · NovAnnual wellness visit due
    EHR · On filePrefers text, hard of hearing
    Consent · MarText consent on file
    Caregiver · On fileClaire has proxy access
  2. 2One patient context
    MEMargaret Ellison, 74Medicare Advantage
    Prefers textDaughter Claire helpsMornings work bestLives alone
    Not booked yetVisit due before Dec 31
  3. 3Next best action
    Text Margaret and Claire to book her wellness visit
    AI agent checked consent first
    AI agent wrote the text in plain language
    AI agent offered three morning times
    Sent Tue 9:05 AM
    MSMaria SantosOwner · makes the call
  4. 4Owner signs off, result tracked
    Claire replied: Thursday works
    Visit booked Thursday 9:30
    Reminder sent the day before
    Visit kept
    Consent, messages and replies kept in her record

AI agents handle the routine. Nurses step in when it matters.

Your coordinators set the rules, with no IT ticket. AI agents handle reminders and rescheduling within them. Clinical replies go to a named nurse, and every message lands in one record.

  1. At homeDolores
  2. At workElena, her daughter
  3. Care teamJordan Reyes, RN

One relationship recordDRERJR

Dolores Ramirez reads a text at her kitchen table

Text · in Spanish · AI agent

Hola Dolores, le escribe el asistente de IA de Riverside. Su visita anual es el jue 12 nov, 8:40 AM, con el Dr. Hayes. Responda C para confirmar o AYUDA para hablar con una persona.

C

Elena Ramirez, her daughter, checks a message at work

Chat · caregiver with proxy

Can I take Mom to her Thursday visit? I can drive her.

Done: you are her driver for Thursday 8:40 AM with Dr. Hayes. Your mom has been told in Spanish.

Jordan Reyes, RN, calls when a reading needs a nurse

Nurse call · when it matters

Dolores’s home blood pressure came in high. Jordan Reyes, RN, is calling her now.

Call logged; follow-up booked Monday.

Consent and Enrollment

Every enrollment starts with a recorded yes.

AI agents invite patients in their language. Each decision is recorded, and a nurse reviews it before enrollment.

  • Program enrollmentCCM, APCM, BHI, RPM
  • ChannelsText, calls, the app, and opt out
  • CaregiversEach adult decides for themselves
  • Record sharingWith the care team, recorded

Dolores’s week

Everyone helping Dolores knows the plan
in her first week home.

Her nurse, her daughter and her husband each hear from Fold the way they chose, with their own consent.

Monday, 10:05 AM

Jordan calls already knowing what happened at the hospital.

Call note · signed by Jordan Reyes, RN

Home since Friday. Went through her medicines with her; she knows the new dose.

Next: follow-up visit with Dr. Hayes this week.

Monday, 10:40 AM

Elena gets the update without calling the clinic.

Hi Elena, Dolores asked us to keep you posted. Jordan Reyes, RN spoke with her this morning. Her visit is being booked.

Thank you. I can drive her on Thursday.

Shared because Dolores said yes · Elena’s own number

Monday, 11:15 AM

Luis’s ride home from dialysis is booked too.

Hi Luis, Dolores asked us to book your ride home from dialysis today. Pickup 12:30 PM. Reply C to confirm.

C

His own consent · his plan’s ride benefit

Monday, 8:00 PM

Her evening reminder never names her medicines.

Riverside Health · now

Evening reminder

Marked as taken at 8:01 PM. Jordan can see it.

Tuesday, 10:30 AM

She and Elena book the visit Dr. Hayes asked for.

Follow-up visit · 30 min · Northside

Thu 12:00 PM

Elena is driving · added to her calendar

Times that clash with Luis’s dialysis are left out

  1. Monday, 10:05 AMJordan calls already knowing what happened at the hospital.
  2. Monday, 10:40 AMElena gets the update without calling the clinic.
  3. Monday, 11:15 AMLuis’s ride home from dialysis is booked too.
  4. Monday, 8:00 PMHer evening reminder never names her medicines.
  5. Tuesday, 10:30 AMShe and Elena book the visit Dr. Hayes asked for.

What compliance teams ask first.

How is TCPA consent handled?

Fold checks each channel’s recorded permissions and opt outs before every send. Your counsel sets the requirements per campaign and channel.

Can caregivers and family get messages?

Yes, within what the member allows. Each person is texted under their own consent and sees only what the member shares.

Will members know they are talking to an AI agent?

Yes. The first AI message says it is AI and how to reach the team. A named owner picks up the reply.

Case study

See it in a case study.

Employer health benefits

How 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

Reach more families
without more staff calls.

Talk with our clinical and product team about your channels, consent rules, caregivers and escalations.

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