# Canvas Medical and Volty > Volty takes a new patient's details in web chat and holds a Canvas Medical record and first visit for staff, and tells care managers who is due a visit. 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 Volty · Free trial Updated 3 Nov 2026 ## 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. Volty Yes, 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 Approve · Edit · Decline Google Calendar Dr. Neha Shah Mon 9 Tue 10 9a · 10a · 11a · 12p · 1p · 2p · 3p · 4p Visits · Visits Visit · New 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. Connects with Canvas FHIR R4 API, practice credentials Volty reads Patient and Appointment resources you allow Volty can change New patients and visits, each a switch Setup Built by the Volty team for your practice Category Clinics & healthcare 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 Canvas · Keisha 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 - When · Weekly, Monday 9am · Scheduled automation - Step 1 · Due with no appointment · Read per care manager - Step 2 · Invitation sent · WhatsApp template - Step 3 · Visit booked · After the patient picks 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. - 01 · Get credentials for your instance · API access to the practice's own Canvas data, arranged with your Canvas admin. - 02 · Pick FHIR resources · Patient and Appointment, plus the care team list if outreach is wanted. Clinical resources stay out. - 03 · Approve the connection · Our team sets it up as a custom connection; your Volty admin approves it. - 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 Patient · Reads - Read Appointment availability · Reads - List a panel's patients due a visit · Reads - Propose a new Canvas patient · Changes - Create a Canvas appointment · Changes 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. ## Related integrations - Elation Health Clinics & healthcare - Akute Health Clinics & healthcare - Healthie Clinics & healthcare - Web chat Messaging channels - Custom API Developer & analytics All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Clinics & healthcare](https://voltade.com/integrations?category=clinics) - [Elation HealthClinics & healthcare](https://voltade.com/integrations/elation-health) - [Akute HealthClinics & healthcare](https://voltade.com/integrations/akute-health) - [HealthieClinics & healthcare](https://voltade.com/integrations/healthie) - [Web chatMessaging channels](https://voltade.com/integrations/web-chat) - [Custom APIDeveloper & analytics](https://voltade.com/integrations/custom-api) - [All integrations](https://voltade.com/integrations)