Super User Training

Created by Megan Miller, Modified on Thu, 1 May, 2025 at 11:11 AM by Megan Miller

Welcome to Fold Health! We are thrilled to have you join our platform. The training videos listed below will provide you an in-depth review of the Fold platform.

Please reach out to your Fold Implementation Manager with any questions.

Training Video	Description	Video Length	Exercises to Complete after Watching
1. Creating and Editing Practice Schedules	A walk through of the steps to create and edit practice schedules in your Fold Table Space	4 minutes	1. Create a new schedule for a practice 2. Once created, edit that same schedule
2. Configuring Individual User Availability	This guide will walk you through the steps to configure an individual user's availability on the Fold Health Platform	2 minutes	1. Add new user availability 2. Edit an existing user's schedule
3. Configuring Staff Permissions	Fold offers granular scheduling permissions that can be assigned or revoked for individual staff members	1 minute	1. Update a staff members permissions for who they can schedule appointments for in Fold
4. Creating and Editing Appointment Types	Explore how to create and edit new or existing appointment types in Fold	7 minutes	1. Create a NEW appointment type that can be self scheduled for by patients 2. Schedule an appointment with the new appointment type for a test patient
5. Creating and assigning Phone Trees	Understand how to create and assign phone trees in Fold that allow for multiple options, and guides patients to the appropriate department or contact	14 minutes	1. Create an Office Hours phone tree 2. Assign a phone number to the phone tree 3. Test the phone tree
6. Campaigns	Engage with your patient population through various campaigns; such as surveys, marketing communications, or a welcome email.	2 minutes	1. Create a campaign 2. Publish the campaign
7. Holiday Hours	Learn how to configure holiday hours and how to assign a holiday phone tree	3 minutes	1. Set up a holiday hour phone tree 2. Assign a phone number to the phone tree 3. Configure holiday settings
8. Content Creation - Forms	Streamline your form creation by using Fold's content creation suite to easily create patient-facing forms	5 minutes	1. Create a NEW form 2. Add scoring to your form 3. Send the form to a test patient
9. Content Creation - SMS, Push Notifications, and email	A step by step guide that walks through managing SMS templates, Push notifications, and email templates within Fold Health's content creation suite	12 minutes	1. Create a SMS Template 2. Create a push notification template 3. Create an email template 4. Send each template to a test patient