Integration

    CareCloud and Volty

    Multi-location medical groups on CareCloud let patients book at the office they name and ask which plans each office takes, while bills and anything clinical go to staff.

    Talk to VoltyFree trial

    Updated

    Which office takes my plan

    Linda is moving across town. Volty answers from the group's posted plan list and offers Midtown's first-visit times.

    LT

    Linda Tran

    Email · New patient

    I'm moving near your Midtown office. Do you take Aetna there, and what should I bring the first time?
    VoltyHi Linda, every office in our group accepts Aetna plans, and your insurer can confirm your own coverage. Bring a photo ID and your insurance card, and arrive 15 minutes early. Midtown has new-patient times on Tuesday, November 17 at 9am or Thursday the 19th at 2pm. Would either work?
    Thursday at 2 please
    Booked in CareCloudMidtown · New patient · Thu Nov 19, 2pm · Dr. Patel
    VoltyBooked: Thursday, November 19 at 2pm with Dr. Patel at the Midtown office, 410 Grand Ave, with parking behind the building.

    Google Calendar

    Midtown · Dr. Patel

    Tue 17

    Thu 19

    9a10a11a12p1p2p3p4p
    VisitsVisits
    VisitsNew patient · Tran L.

    What Volty does with CareCloud

    CareCloud is cloud EHR, practice management and revenue cycle software for medical groups. Groups with several offices hear the same front-desk questions all day: can I be seen at the other location, which plans do you take there, where do I park. Volty reads open times at the office a patient names from CareCloud and books the one they pick. Questions about the offices themselves are answered from what your team writes down, and anything about a bill or a patient's care goes to the person you name.

    • Pick the office

      Volty reads open times for Lakeview, Midtown or whichever location the patient asks about.

    • Each office's own address and hours

      Reminders and answers name the right building, parking and opening times.

    • Health details stay with staff

      If a patient starts describing how they feel, Volty says it can't discuss that and offers a visit or a call from the office.

    • Bookings confirmed in chat

      Volty writes a visit to CareCloud after the patient says which time.

    Clinic staff in scrubs laughing together beside the front desk, with a doctor in a white coat in the hallway.
    Jose's next visit, booked at the office closer to home.

    Next visit at the closer office

    Jose would rather drive to Lakeview. Volty reads Dr. Owens's hours there.

    JR

    Jose Ramirez

    WhatsApp · Patient

    I need to book my next visit with Dr. Owens. Can I see her at the Lakeview office instead of downtown?
    Checked CareCloudDr. Owens · Lakeview · free Wed Nov 18, 4pm and Fri Nov 20, 11am
    VoltyHi Jose, Dr. Owens is at Lakeview on Wednesday, November 18 at 4pm or Friday the 20th at 11am. Which would you like?
    Friday 11
    VoltyBooked: Friday, November 20 at 11am with Dr. Owens at the Lakeview office.

    As an automation

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

    Next-day reminders by location

    1. When

      Weekdays at 4pm

      Automation

    2. Step 1

      Tomorrow's schedule

      For each office

    3. Step 2

      Reminder with the address

      Approved template

    4. Step 3

      Handles a reschedule

      Once the patient confirms

    A woman with wavy hair reading her phone in an armchair in her living room.
    Ms. Novak confirms Lakeview by replying to the 4pm reminder.

    How Volty connects to CareCloud

    CareCloud publishes API documentation for developers who build on its platform. Access for your group is arranged with CareCloud, and the Volty team works through that request with your practice administrator before anything is read.

    1. 01

      Arrange CareCloud API access

      Your administrator and our team request access for your group's CareCloud account.

    2. 02

      Name the data

      Patients, appointments, providers and locations. Charts and billing stay out.

    3. 03

      Approve the connection

      A Volty admin approves the custom connection once.

    4. 04

      Choose booking behavior

      Book and move start Off; turn them On or to Check with staff.

    The tools Volty gets

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

    • Match a CareCloud patient for bookingReads
    • Open slots at a named locationReads
    • Schedule a CareCloud visitChanges
    • Change a CareCloud visitChanges

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

    Common questions

    Will Volty answer questions about a CareCloud bill?

    No. Billing and the patient's chart stay out of the connection, so a patient asking about a statement or a charge is passed to the biller you name. Volty is for scheduling and front-desk questions, not for health records, and does not sign a BAA. It can say which insurance plans your offices accept as a general policy, from the list your team writes.

    How is CareCloud access set up?

    CareCloud publishes API documentation for developers building on its platform, and access for a group is arranged with CareCloud. Our team works through that request with your practice administrator, then builds a custom connection in Volty that a Volty admin approves before the first lookup.

    Does it handle several office locations?

    Yes. Volty reads open times for the location the patient asks about, so a patient who wants the Lakeview office is offered Lakeview times. Reminders can name the right address for each office, because the automation reads tomorrow's schedule one location at a time.

    How much does it cost to connect CareCloud 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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