Foldhealth
Modern health record platform designed for innovative care models. Here is every workflow Tabflows automates in Foldhealth for direct primary care clinics.
Automations
- Send Helpcare call summaries to the patient's care coordinator
Send Helpcare call summaries to the patient's care coordinator
Calls reach the person who knows the patient.
Patient Messaging & Inbox - Answer SigmaMD messages from program patients with context
Answer SigmaMD messages from program patients with context
Replies reflect where the patient is in their program.
Patient Messaging & Inbox - Turn Spruce replies into Fold Health program updates
Turn Spruce replies into Fold Health program updates
Patient check-ins update the program without retyping.
Patient Messaging & Inbox - Flag program patients who stopped picking up chronic meds
Flag program patients who stopped picking up chronic meds
Missed refills get a call before control slips.
Prescriptions & Refills - Track compounded meds for care program patients
Track compounded meds for care program patients
Compounding delays don't quietly derail a program.
Prescriptions & Refills - Block coordinator time for high-risk outreach each week
Block coordinator time for high-risk outreach each week
High-risk outreach has protected time instead of leftovers.
Tasks & Team Coordination - Daily care team huddle sheet from Hint Clinical and Fold Health
Daily care team huddle sheet from Hint Clinical and Fold Health
Every visit doubles as a program check-in.
Tasks & Team Coordination - Bill paid care program fees at enrollment through Stripe
Bill paid care program fees at enrollment through Stripe
Program fees are collected from day one.
Billing & Revenue - Hand converted Go High Level leads into Fold Health onboarding
Hand converted Go High Level leads into Fold Health onboarding
New members start a care program the week they join.
Membership & Onboarding - Score Jotform health risk assessments into program tiers
Score Jotform health risk assessments into program tiers
Every new patient lands in the right program from day one.
Membership & Onboarding - Alert the care team when Quest results miss program targets
Alert the care team when Quest results miss program targets
Off-target results trigger action the day they arrive.
Labs & Results - Route Rupa specialty results to physician and coordinator
Route Rupa specialty results to physician and coordinator
Specialty results move straight into the care plan.
Labs & Results - Weekly care program enrollment tracker in Google Sheets
Weekly care program enrollment tracker in Google Sheets
The owner sees program health every week without building a report.
Analytics - Quarterly cost and revenue per care program
Quarterly cost and revenue per care program
The owner knows which programs pay for themselves.
Analytics - Route new Amplify DPC members into Fold Health care programs
Route new Amplify DPC members into Fold Health care programs
High-need members get coordinated care from day one.
Records & Care Coordination - Send athena ED and discharge events to Fold Health care teams
Send athena ED and discharge events to Fold Health care teams
Care managers act on hospital events within a day.
Records & Care Coordination - Prep Fold Health care plans for Calendly coordination calls
Prep Fold Health care plans for Calendly coordination calls
Coordinators walk into every call knowing what is open.
Records & Care Coordination - Turn dictated care plans into Fold Health coordination tasks
Turn dictated care plans into Fold Health coordination tasks
The care team acts on the plan the same day it's spoken.
Records & Care Coordination - Update Fold Health care plans from finalized Freed notes
Update Fold Health care plans from finalized Freed notes
Care plans reflect the latest visit, not last quarter's.
Records & Care Coordination - Route specialist emails into the right Fold Health patient record
Route specialist emails into the right Fold Health patient record
Specialist advice lands with the care team, not in someone's inbox.
Records & Care Coordination - Fill in outside history from Guava when a patient joins a program
Fill in outside history from Guava when a patient joins a program
Care teams start programs with the full picture.
Records & Care Coordination - Turn Healee telehealth plans into Fold Health follow-up tasks
Turn Healee telehealth plans into Fold Health follow-up tasks
Telehealth plans get followed through, not just documented.
Records & Care Coordination - Start transition-of-care outreach within 48 hours of discharge
Start transition-of-care outreach within 48 hours of discharge
Discharged patients hear from the clinic before problems start.
Records & Care Coordination - Check Practice Better coaching against care program goals
Check Practice Better coaching against care program goals
Coaching and care programs pull in the same direction.
Records & Care Coordination - Flag program patients missing therapy sessions
Flag program patients missing therapy sessions
Disengagement from therapy gets noticed early.
Records & Care Coordination - Flag care program patients who stop reordering supplements
Flag care program patients who stop reordering supplements
Supplement gaps get caught before progress stalls.
Dispensing & Supplements - Forecast ProficientRx restocks from care program enrollment
Forecast ProficientRx restocks from care program enrollment
Shelves stay stocked for the patients you enrolled.
Dispensing & Supplements - Review care program protocols against cited evidence
Review care program protocols against cited evidence
Programs stay current with the evidence.
Clinical Reference - Build program welcome packets from UpToDate patient education
Build program welcome packets from UpToDate patient education
Every program starts with trusted, plain-language education.
Clinical Reference - Turn Fold Health care plan gaps into Akute team tasks
Turn Fold Health care plan gaps into Akute team tasks
Care coordinators start the week with a clear gap list.
Care Gaps & Prevention - Flag rising-risk Atlas.md members for Fold Health care management
Flag rising-risk Atlas.md members for Fold Health care management
High-risk members get help early.
Care Gaps & Prevention - Feed Cerbo care gaps into Fold Health coordinator worklists
Feed Cerbo care gaps into Fold Health coordinator worklists
Coordinators work the highest-risk gaps first.
Care Gaps & Prevention - Hand overdue chronic care patients from Charm to Fold Health
Hand overdue chronic care patients from Charm to Fold Health
Chronic patients get outreach before they slip for months.
Care Gaps & Prevention - Flag new prescriptions never picked up for Fold Health outreach
Flag new prescriptions never picked up for Fold Health outreach
Unfilled prescriptions get noticed before the condition worsens.
Care Gaps & Prevention - Build a Fold Health care management list from Elation
Build a Fold Health care management list from Elation
Your sickest members get proactive care management.
Care Gaps & Prevention - Escalate worsening HealthBook+ readings to the care team
Escalate worsening HealthBook+ readings to the care team
Problems are caught between visits, not at the next one.
Care Gaps & Prevention - Spot unenrolled care program candidates in Heidi visit notes
Spot unenrolled care program candidates in Heidi visit notes
Patients who need a program get offered one.
Care Gaps & Prevention - Close care program lab gaps using Labcorp results
Close care program lab gaps using Labcorp results
Program labs stay on schedule without manual chart checks.
Care Gaps & Prevention - Recall care program patients overdue for a check-in
Recall care program patients overdue for a check-in
No program patient drifts out of touch.
Care Gaps & Prevention - Quarterly care program engagement report for employer sponsors
Quarterly care program engagement report for employer sponsors
Employers see the value they pay for at renewal time.
Employer Groups & Sponsors
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