# CareStack and Volty > Dental patients book a cleaning at their own office on WhatsApp from CareStack hygiene openings, and office managers ask Volty who is past their recall date. 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 Volty · Free trial Updated 3 Nov 2026 ## 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 CareStack · Plano · Sat Nov 14 · Hygiene free 9am and 11:30am Volty Hi Tyler, the Plano office has these times on Saturday, November 14: Plano · Cleaning 9:00 am · 11:30 am 9 works Volty Booked: Saturday, November 14 at 9am for your cleaning at the Plano office, with Brianna. Google Calendar Plano · Hygiene Fri 13 Sat 14 9a · 10a · 11a · 12p · 1p · 2p · 3p · 4p Hygiene · Brianna · Hygiene · 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. Connects with CareStack developer API Volty reads Patients, schedules and recall dates by location Volty can change Hygiene bookings the patient confirmed Setup Arranged by the Volty team with your group Category Clinics & healthcare 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 CareStack · Plano · 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 - When · Mondays · Scheduled run - Step 1 · Recall date passed, nothing booked · Per office - Step 2 · Cleaning invite · Approved template - Step 3 · Hygiene slot booked · Patient picks the time 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. - 01 · Apply through CareStack's developer program · CareStack grants API access for your organization's account. - 02 · Pick offices and data · Patients, hygiene schedules and recall dates for the locations you name. - 03 · Approve in Volty · Your admin approves the custom connection our team builds. - 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 phone · Reads - Hygiene openings at one office · Reads - Overdue recall at one office · Reads - Book a hygiene appointment · Changes - Reschedule a dental appointment · Changes 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. ## Related integrations - Open Dental Clinics & healthcare - NexHealth Clinics & healthcare - WhatsApp Business API Messaging channels - Google Calendar Calendar & booking - Web chat 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) - [Open DentalClinics & healthcare](https://voltade.com/integrations/open-dental) - [NexHealthClinics & healthcare](https://voltade.com/integrations/nexhealth) - [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp) - [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar) - [Web chatMessaging channels](https://voltade.com/integrations/web-chat) - [All integrations](https://voltade.com/integrations)