Integration

    Canvas Medical and Volty

    Practices on Canvas Medical take new patients from web chat into Canvas through its FHIR API, and care managers ask Volty who on their panel still needs a visit.

    Talk to VoltyFree trial

    Updated

    A new patient's first visit

    Daniel just moved to Denver. Volty takes his details and holds a new patient record and first visit for staff.

    WV

    Website visitor

    Web chat · Website visitor

    Are you taking new patients? I just moved to Denver and need a primary care doctor.
    VoltyYes, we are. Can I take your full name, date of birth and a phone number? Then I'll find you a first visit.
    Daniel Kim, 04/17/1988, (720) 555-0193

    Waiting for approval

    New Canvas patient: Daniel Kim, DOB 04/17/1988, (720) 555-0193, first visit with Dr. Shah Tue Nov 10, 10am

    ApproveEditDecline

    Google Calendar

    Dr. Neha Shah

    Mon 9

    Tue 10

    9a10a11a12p1p2p3p4p
    VisitsVisits
    VisitNew patient · Kim D.Visits

    What Volty does with Canvas Medical

    Canvas Medical is a customizable EMR built for developers, used for outpatient and value-based care. Canvas exposes a FHIR R4 API, so Volty can find a Patient, read Appointment slots and propose new records with the same resources your developers already use. Someone who just moved to town books a first visit from your web chat, and a care manager asks Volty in team chat which patients on her panel are due their yearly wellness visit and still have nothing booked. Volty reads only scheduling data from Canvas, never clinical records.

    • New patient sign-up in chat

      Name, date of birth and phone become a proposed Patient record for staff to approve.

    • Slots from Canvas

      Volty reads the provider's schedule through FHIR before offering a time.

    • Panel gaps on request

      Care managers ask who is due and get names, not a report to run.

    • Health details go to the care team

      If someone starts describing health details, Volty says it cannot discuss them and offers a visit or a call from a nurse.

    Clinic staff in scrubs and a white coat talking in a hallway, with more colleagues walking behind them.
    Keisha's panel gaps, counted between rounds.

    Due for a wellness visit

    Keisha asks who on her panel is due and unbooked.

    Care team

    Volty · Team chat

    KR

    Keisha Robinson

    Which of my patients are due an annual wellness visit and have nothing booked?

    Read CanvasKeisha Robinson's list · 14 due · 6 with no appointment

    VoltyAPP

    Six have nothing booked. Four have WhatsApp on file. Shall I send them the wellness visit template?

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Annual wellness outreach

    1. When

      Weekly, Monday 9am

      Scheduled automation

    2. Step 1

      Due with no appointment

      Read per care manager

    3. Step 2

      Invitation sent

      WhatsApp template

    4. Step 3

      Visit booked

      After the patient picks

    A gray-haired man in a sweater reading his phone in an armchair at home.
    Mr. Harris picks a Tuesday from the wellness invite.

    How Volty connects to Canvas Medical

    Canvas documents a FHIR R4 API that follows US Core, and a practice using Canvas as its EHR has access to its own data through it. Your practice arranges API credentials for its own Canvas instance, and Volty works with the Patient and Appointment resources you allow.

    1. 01

      Get credentials for your instance

      API access to the practice's own Canvas data, arranged with your Canvas admin.

    2. 02

      Pick FHIR resources

      Patient and Appointment, plus the care team list if outreach is wanted. Clinical resources stay out.

    3. 03

      Approve the connection

      Our team sets it up as a custom connection; your Volty admin approves it.

    4. 04

      Writes start Off

      Turn on patient creation and booking when you are ready, or route them to staff.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search FHIR PatientReads
    • Read Appointment availabilityReads
    • List a panel's patients due a visitReads
    • Propose a new Canvas patientChanges
    • Create a Canvas appointmentChanges

    Reading tools can be turned on straight away. Anything that changes Canvas Medical starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Does Volty use Canvas's FHIR API?

    Yes. Canvas documents a FHIR R4 API that follows US Core, and a practice using Canvas as its EHR can reach its own data through it. Volty reads Patient and Appointment resources only and, when you allow it, proposes new ones. Volty is for scheduling and front-desk questions, not for health records, and does not sign a BAA.

    Can a new patient be created from a web chat?

    Volty collects the name, date of birth and phone number and drafts a new Patient record with the first visit attached. Creating patients is a change tool that starts Off, and most practices keep it on Check with staff so someone confirms the record before it reaches Canvas.

    Can we use Canvas plugins instead?

    Canvas also has an SDK for plugins that react to events such as a new appointment. This connection works through the API, so no plugin has to be installed on your Canvas instance for Volty to read schedules or propose records.

    How much does it cost to connect Canvas Medical with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

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