Integration

    CareStack and Volty

    Dental groups on CareStack fill hygiene chairs from WhatsApp by office, and office managers ask Volty who at each location is past their recall date.

    Talk to VoltyFree trial

    Updated

    A Saturday cleaning in Plano

    Tyler wants a Saturday. Volty shows the two open Plano chairs and books 9am.

    TN

    Tyler Nguyen

    WhatsApp · Patient

    Hey, I'm due for a cleaning. Anything on a Saturday at the Plano office?
    Checked CareStackPlano · Sat Nov 14 · Hygiene free 9am and 11:30am
    VoltyHi Tyler, the Plano office has these times on Saturday, November 14:

    Plano · Cleaning

    9:00 am11:30 am
    9 works
    VoltyBooked: Saturday, November 14 at 9am for your cleaning at the Plano office, with Brianna.

    Google Calendar

    Plano · Hygiene

    Fri 13

    Sat 14

    9a10a11a12p1p2p3p4p
    Hygiene · BriannaHygiene · Luis
    Cleaning · Nguyen T.Cleaning · Ross K.

    What Volty does with CareStack

    CareStack is cloud dental practice management for scheduling, billing and patient engagement, often run across several offices. Volty reads hygiene openings for the office a patient names, offers them as buttons, and books the chair the patient picks. Office managers ask Volty in team chat how many patients at one location are past their recall date with nothing scheduled, and send them a cleaning invite from the same thread. The invite names a date and an office, never a reason.

    • Hygiene openings by office

      Plano patients see only Plano's chairs.

    • Recall lists per location

      Ask for overdue recall at one office and get a count you can act on.

    • Anything about a tooth goes to the desk

      When a patient starts describing a dental problem, Volty says it can't discuss it, offers the next opening, and alerts the front desk.

    • Chair booked after a yes

      Volty saves the appointment in CareStack once the patient picks a time.

    A bright open-plan dental practice with a row of patient chairs by the windows and staff moving between them.
    Brianna's Saturday 9am chair, filled from a WhatsApp message.

    Who is overdue for recall

    Kristen checks Plano's overdue recall before the Monday run.

    Front desk

    Volty · Team chat

    KH

    Kristen Hale

    How many Plano patients are overdue for recall with nothing booked?

    Read CareStackPlano · recall date passed · 37 with no appointment

    VoltyAPP

    37 patients. 29 have opted in to WhatsApp. Shall I send them the cleaning invite this afternoon?

    As an automation

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

    Overdue recall outreach

    1. When

      Mondays

      Scheduled run

    2. Step 1

      Recall date passed, nothing booked

      Per office

    3. Step 2

      Cleaning invite

      Approved template

    4. Step 3

      Hygiene slot booked

      Patient picks the time

    An older man in a jacket reading his phone in a waiting room, with other patients and a small child seated behind him.
    Mr. Coleman answers his six-month cleaning invite from the waiting room.

    How Volty connects to CareStack

    CareStack runs a developer program with a REST API, webhooks and scheduled data extracts, and documents which practice data each part exposes. Access goes through that program, and our team arranges it with your practice and CareStack.

    1. 01

      Apply through CareStack's developer program

      CareStack grants API access for your organization's account.

    2. 02

      Pick offices and data

      Patients, hygiene schedules and recall dates for the locations you name.

    3. 03

      Approve in Volty

      Your admin approves the custom connection our team builds.

    4. 04

      Turn on booking

      Booking and moving start Off; most groups run them On with patient confirmation.

    The tools Volty gets

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

    • Match a CareStack patient by phoneReads
    • Hygiene openings at one officeReads
    • Overdue recall at one officeReads
    • Book a hygiene appointmentChanges
    • Reschedule a dental appointmentChanges

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

    Common questions

    Does Volty book into CareStack directly?

    When you switch booking On, yes. Volty reads hygiene openings for the office the patient names, the patient picks one, and the appointment is written to CareStack. You can also run booking as Check with staff, so the front desk approves each new appointment first.

    Which CareStack data does the connection use?

    Patients matched by phone, hygiene schedules and recall dates for the offices you name, through CareStack's developer program. Charting and treatment data stay out. Volty is for scheduling and front-desk questions, not for health records, and does not sign a BAA. Our team arranges access with CareStack, and an admin approves the connection before Volty reads anything.

    Can recall outreach go to one office at a time?

    Yes. The recall list is read per location, so the Plano office can run its outreach on Monday while another office waits. Volty sends an approved WhatsApp template to patients who opted in, and books the cleaning when they reply with a day.

    How much does it cost to connect CareStack 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

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026