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Maria Santos, a care coordinator, confirming a visit at her scheduling desk

Book the right visit at the right time,
by your rules.

Fold checks open times against your plan, program and Medicare rules before a member, caregiver or AI agent can book.

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How it works

From a due visit to a kept appointment.

The same four steps as every Fold workflow. Here the signal is a follow-up visit that has to happen this week.

  1. 1Signals in
    EHR · MonFollow-up due within 7 days
    Schedule · LiveDr. Hayes has Thursday 10:30 open
    Preferences · On fileMornings, daughter drives
    Plan · On fileRide benefit available
  2. 2One patient context
    MEMargaret Ellison, 74Medicare Advantage · heart failure
    Discharged MondayDaughter Claire drivesPrefers morningsHard of hearing, left
    Post-discharge follow-upVisit due by Monday
  3. 3Next best action
    Book Thursday 10:30 with Dr. Hayes, with a ride
    AI agent checked the visit type and timing
    AI agent matched Claire’s availability
    AI agent held the slot and the ride
    Ready for Maria · Tue 8:30 AM
    MSMaria SantosOwner · makes the call
  4. 4Owner signs off, result tracked
    Booked Thursday 10:30, Dr. R. Hayes
    Ride confirmed
    Reminder sent to Claire
    Visit kept
    Every rule checked before the slot was offered

Fold checks Medicare frequency rules before it offers a visit.

An AI agent asked to book a visit on November 12. Medicare’s frequency rule blocked that date, so Fold offered the first eligible time in February.

24%more annual wellness visits completed. Booked inside Medicare frequency rules, with reminders until the visit happens.Source: Fold platform data, all customers, 2025 vs 2026.

Medicare frequency rule check

Families can book for a parent
in their own language.

Fold verifies Ana’s proxy authority, shows only times that fit her mother’s plan, and adds an interpreter and a ride request.

Proxy booking for a parent

Book the visits members need to close care gaps.

Labs are booked days ahead, reminders go out at each member’s chosen hour, and a visit counts as kept only when your EHR shows the arrival.

Visits built from open gaps

Find a visit within the member’s network.

Search across connected practices on different EHRs in the plan’s network. Available times and booking depend on each practice’s scheduling interface.

One search across four EHRs

Book recurring visits in one setup.

Schedule a visit series for CCM and other care programs. Keep the same provider, skip holidays, and flag missing slots for your scheduler.

Or the patient books it herself

Or Grace books it herself

Arizona licensed onlyTue 9:40Intake attached

Fill canceled slots from your waitlist.

When a visit is canceled, Fold checks today’s booking rules and offers the opening to eligible members in your rotation.

Canceled slot, refilled from the waitlist

A medical assistant calls a patient from the nurse station

Customer story · A multi-site medical group

From the clinical inbox to patient self-scheduling.

Started with
The clinical inbox, with results arriving sorted for coordinators.
Now also
Patient self-scheduling, alongside APCM, CCM and BHI.
Read the story

Questions teams ask about scheduling.

Does this replace our EHR scheduling?

No. Your EHR stays the book of record. Fold reads templates and open slots, and writes bookings back where your interface allows.

How are consent and quiet hours handled?

You set contact windows, channel consent and opt outs per program with your compliance team. Fold checks each message before sending, and STOP ends automated texts.

Who gets the first offer when a visit is canceled?

Eligible members, in a rotation you configure. Offers go out in each member’s preferred language, with a response window.

Can our call center and AI agents use the same rules?

Yes. Schedulers, members, caregivers and AI agents book through one rule set, with one audit trail. Your own AI agents book through the APIs. For developers

Case study

See it in a case study.

Primary care

How a primary care group let patients book their own flu shots

Flu season, a limited supply of shots, and patients who would rather not call the front desk.Get the case study

Send us your booking rules.
We will test them.

We go through your templates, Medicare rules and the systems a booking writes back to.

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