Employer Analytics

Created by Agnivm Mukhopadhyay, Modified on Wed, 6 Aug, 2025 at 11:08 AM by Rushikesh Pardeshi


Can employer analytics be shared with Employers, if so, how?

Yes, employers can be given login access the same way that staff members are given access. When inviting an employer to login to Fold make sure that their role is “Employer”.

You can also configure what an Employer can see in Account → Settings → Access Control.  


Can I create my own employer group in Fold?

No. Employer membership data is taken from your billing management software, typically Hint and synced to Fold. Your membership billing software (Hint or Stripe) is to be considered the source of truth for all employer and billing information.

Can some of the widgets be hidden?

Yes, clicking on the “Configure” button brings up the option to Toggle On or Off any of the Employer Dashboard widgets.




How often is the Employer Reporting dashboard updated?

The data in the employer reporting dashboard is updated daily.  So for example if a quality of care questionnaire was submitted by an employee on May 1st, the report should be included in the employer dashboard on May 2nd. 

What is a “Lost” Employer in Fold?

Any employer that is not in an ‘Active’ or ‘Pending’ status in Hint will show up as ‘Lost’ in Fold.

How are total active lives calculated?

Total active lives are the summation of employees and dependents in a specified time period.  If a membership starts in a given time period that employee is considered active and if a member has their membership end in a time period, that individual is also counted as an active life. 

How is ‘Engaged for Care’ calculated?

The engaged for care numbers are sum of the total completed appointments by total active lives for the selected date range.

How is ‘Customer Satisfaction’ calculated?

Customer satisfaction is a percentage score on a customer satisfaction form that you specify.

How are lab savings calculated?

Lab savings are the market cost minus the DPC cost of all ordered labs in the EMR. Fold does it’s best to obtain market prices for each clients locality.  Additionally, please note the lab savings number assumes that all ordered labs are completed and that all lab orders are put into the EMR (not given verbally).

How are imaging savings calculated?

Imaging savings are the market cost of the imaging minus the DPC cost of all ordered imaging in the EMR. Please note the imaging savings number assumes that all ordered imaging are completed and that all imaging orders are put into the EMR (not given verbally).

How are Chats Calculated?

Chats are the sum of the number of incoming and outgoing messages from the following communication platforms (Patient app, SMS, Email, Web Widget) for the selected date range in the duration filter.

How are Video Calls Calculated?

Video calls are the duration of time (in seconds) for all video calls between providers/staff and total active lives for the selected date range in the duration filter.

How are Voice Calls Calculated?

Voice calls are the duration of time (in seconds) for all video calls between providers/staff and total active lives for the selected date range in the duration filter.




Reference : Confluence

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