# CareCloud and Volty > Patients book a CareCloud visit at the office they name and ask about plans, parking and hours, with Volty handing billing and clinical questions to staff. 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 Volty · Free trial Updated 3 Nov 2026 ## 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? Volty Hi 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 CareCloud · Midtown · New patient · Thu Nov 19, 2pm · Dr. Patel Volty Booked: 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 9a · 10a · 11a · 12p · 1p · 2p · 3p · 4p Visits · Visits Visits · New 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. Connects with CareCloud API, arranged for your group Volty reads Patients, providers, locations, appointments Volty can change Bookings after the patient confirms Setup The Volty team and your administrator Category Clinics & healthcare 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 CareCloud · Dr. Owens · Lakeview · free Wed Nov 18, 4pm and Fri Nov 20, 11am Volty Hi Jose, Dr. Owens is at Lakeview on Wednesday, November 18 at 4pm or Friday the 20th at 11am. Which would you like? Friday 11 Volty Booked: 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 - When · Weekdays at 4pm · Automation - Step 1 · Tomorrow's schedule · For each office - Step 2 · Reminder with the address · Approved template - Step 3 · Handles a reschedule · Once the patient confirms 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. - 01 · Arrange CareCloud API access · Your administrator and our team request access for your group's CareCloud account. - 02 · Name the data · Patients, appointments, providers and locations. Charts and billing stay out. - 03 · Approve the connection · A Volty admin approves the custom connection once. - 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 booking · Reads - Open slots at a named location · Reads - Schedule a CareCloud visit · Changes - Change a CareCloud visit · Changes 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. ## Related integrations - DrChrono Clinics & healthcare - Canvas Medical Clinics & healthcare - Elation Health Clinics & healthcare - Outlook Email - WhatsApp Business API Messaging channels 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) - [DrChronoClinics & healthcare](https://voltade.com/integrations/drchrono) - [Canvas MedicalClinics & healthcare](https://voltade.com/integrations/canvas-medical) - [Elation HealthClinics & healthcare](https://voltade.com/integrations/elation-health) - [OutlookEmail](https://voltade.com/integrations/outlook) - [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp) - [All integrations](https://voltade.com/integrations)