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A physician holding a printed case talks it through with a nurse in scrubs at a hospital nurses’ station

Reviews move faster
when the evidence is already there.

For providers and health plans, Fold matches charts to review criteria, routes cases and tracks deadlines, so licensed clinicians spend their time deciding.

How it works

From an order to an approved authorization.

The same four steps as every Fold workflow. Here the signal is an order that needs prior authorization.

  1. 1Signals in
    EHR · MonOrder: home health nursing, twice a week
    ADT feed · MonDischarged from St. Mary’s
    Plan rules · MonPrior authorization required
    Records · MonDischarge summary, 11 pages
  2. 2One patient context
    MEMargaret Ellison, 74Medicare Advantage · heart failure
    New medicines to monitorLives aloneDaughter Claire helpsWeight checks daily
    Home health after dischargeDecision needed before Thursday
  3. 3Next best action
    Submit the authorization request with its clinical evidence
    AI agent matched the order to the plan’s criteria
    AI agent pulled the supporting notes
    AI agent built the request
    Ready for Lauren · Mon 6:10 PM
    LPLauren Price, RNOwner · reviews and submits
  4. 4Owner signs off, result tracked
    Submitted Tuesday 9:10 AM
    Approved by the health plan Wednesday
    Criteria and decision recorded
    Home health starts Thursday
    Every request, criterion and decision kept together

Keep reviews on schedule, whichever side you’re on.

Fold prepares both sides of every review. Licensed clinicians make every determination.

For health plans

Meet review deadlines as volume grows.

Prior authorization · Total knee replacementDue in 2 days
  • Conservative therapy, 12 weeks
  • Imaging within 6 months
  • BMI documented
  • Functional score missing, requested

Karen Mitchell, RN · health plan UM reviewer decides

  • Each request matched to your criteria, evidence linked.
  • Routed by service and reviewer credentials.
  • Deadlines and appeals tracked to determination.

For providers and health systems

Less chart chasing before you submit.

Packet · Lumbar MRI · to the health planReady to send
  • Chart notes attached
  • Prior therapy documented
  • Criteria checklist complete
  • Ordering clinician signed

Lena Park, UM nurse · your team reviews before it goes

  • Chart evidence matched to each payer’s criteria before you submit.
  • AI agents gather the record and build each packet.
  • Every step logged for audit.

The reviewer opens the case with nothing left to chase.

Each criterion links to its source in the chart, notes or labs. Fold requests missing documentation before the reviewer opens the case.

The evidence is ready at every stage, even an appeal.

Health plans open cases with gaps flagged. Provider teams send packets with evidence attached.

Review

For health plans

For provider teams

Prior authorization

Health plansRequests arrive matched to your criteria, with gaps flagged and routed by service.

Provider teamsPackets built from the chart against each payer’s criteria, before submission.

Concurrent review

Health plansStay updates matched to criteria, with the next review date tracked.

Provider teamsClinical updates ready for each payer review date during the stay.

Appeals

Health plansAppeal files built with the original record for a new reviewer.

Provider teamsDenial reasons answered with chart evidence, before the appeal deadline.

Fold prepares the evidence. It makes no coverage, medical necessity or prior authorization decisions.

Questions about utilization review.

For health systemsFor health plans

Does Fold make coverage decisions or automate denials?

No. Fold prepares the evidence and tracks the timeline. Licensed clinicians make every determination under your policies.

Which criteria does Fold match against?

The ones you use: payer policies, your clinical guidelines or criteria sets you license. Each match shows its source in the chart.

How does a case reach the right reviewer?

By rules you set for service, urgency and credentials, so a case that needs a physician reaches one.

Bring us the reviews
that keep running late.

We map your review types, criteria and deadlines, and where evidence gathering slows each case.

Book a demo