January 2025 Release Notes

Created by Megan Miller, Modified on Thu, 5 Feb at 3:39 PM by Megan Miller

Movable Sidecar

The Sidecar feature now allows users to move the invocation button vertically along the right edge of the screen. This improvement helps users adjust the button's position to suit their workflow while keeping it accessible.


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Export Analytics Reports in Multiple Formats (Powered by Power BI)
We’re excited to introduce the Export Analytics feature in the Task Analytics and Form Analytics sections of the Fold Provider web app, powered by Power BI. This enhancement allows users to easily generate and download detailed, customizable analytics reports for streamlined data insights and decision-making


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Automated Appointment Booking

Introducing the Book Appointment automation node, which enables automated scheduling of patient appointments. This feature reduces manual effort and enhances efficiency by allowing users to configure appointment booking actions directly into automation flows.


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Population Groups with Claims Data Integration

Fold now enables users to create more comprehensive and accurate population groups by integrating claims data as an additional source. This update supports advanced filtering and rule creation by allowing multiple data sources for each rule fact, custom attributes, and expanded options for analyzing care utilization, financial metrics, and encounter details.


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Data Source Management for Health Markers
With the update, we are making health data tracking more customizable and reliable for patients. Patients now have full control over which connected device or platform provides specific health markers like steps, heart rate, and more. Whether you use Apple HealthKit, WHOOP, or other wearable devices, this new feature ensures your data comes from the most relevant and trusted source.


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Enhanced Note Syncing for Elation
We’ve introduced significant improvements to how notes are synced between Fold and Elation, ensuring seamless workflows for providers while maintaining data integrity. Additionally, providers can now sign Elation notes directly in Fold, a functionality that was not previously available.


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Automations with Create Node and Reusable Components
This update introduces the Create Note node in automations and the ability to reuse components across forms, streamlining workflows and automating data entry for patient forms and notes.



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Enhanced Referral Order Management in Patient Context
We are excited to introduce a new feature that enables providers to efficiently create referral orders within the patient context using Side Car. This feature streamlines the referral process, ensuring accuracy and improving provider workflows. 


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Automatic Logging of Task Deletions in CRM Activity Timeline
We’ve introduced a new feature to enhance transparency and accountability in task management within the patient profile. Task deletions are now automatically logged in the CRM activity timeline, ensuring a clear record of all actions taken. 


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Campaign Pause and Reactivation Functionality
We’re introducing a new feature that allows users to efficiently manage campaigns by providing the ability to pause and re-enable them as needed. This ensures complete control over campaign activities, improving operational flexibility and transparency. 


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Patient Tagging via Automation

This feature provides automated tag management when patients are added or removed from population groups, giving you precise control over patient categorization.

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