Integration

    Elation Health and Volty

    Independent primary care practices on Elation Health let patients book their own physician's next opening on WhatsApp, and managers ask Volty how full next week is.

    Talk to VoltyFree trial

    Updated

    The next time with her doctor

    Nicole wants Dr. Walsh, not whoever is free. Volty finds his first opening and books Monday.

    NP

    Nicole Patel

    WhatsApp · Patient

    What's the soonest I can see Dr. Walsh? Not urgent, any afternoon is fine.
    Checked ElationDr. Brian Walsh · next free Mon Nov 9, 3:40pm
    VoltyHi Nicole, the soonest with Dr. Walsh is Monday, November 9 at 3:40pm. Shall I book it?
    Yes please
    VoltyBooked: Monday, November 9 at 3:40pm with Dr. Walsh.

    Google Calendar

    Dr. Brian Walsh

    Fri 6

    Mon 9

    9a10a11a12p1p2p3p4p
    VisitsVisits
    VisitsVisitsVisit · Patel N.

    What Volty does with Elation Health

    Elation Health is a clinical-first EHR for independent primary care practices, and Volty uses only its scheduling side. Patients in these practices usually want their own physician. Volty reads the patient's usual doctor and that doctor's open times through Elation's Scheduling API, offers the soonest, and books it when the patient says yes. The practice manager asks Volty in team chat how many open slots each physician has next week.

    • Their physician first

      Volty offers the patient's own doctor before anyone else.

    • Open slot counts

      The practice manager asks how much room each physician has next week.

    • Verified patient only

      Volty answers about appointments only to the patient who matches the record.

    • Their doctor answers the medical part

      When a patient starts explaining a health concern, Volty says it can't discuss it and offers that physician's next opening or a call from the nurse line.

    Clinic staff in scrubs and white coats talking in a busy hallway, one holding a clipboard.
    Carlos checks next week's room between patients.

    How open is next week

    Carlos asks how much of next week is still open.

    Front desk

    Volty · Team chat

    CR

    Carlos Rivera

    How many open slots do the doctors have next week?

    Read ElationWeek of Nov 9 · Dr. Walsh 6 open · Dr. Lee 11 open

    VoltyAPP

    Dr. Walsh has 6 open slots and Dr. Lee has 11. Most of Dr. Lee's are Thursday and Friday mornings.

    As an automation

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

    Day-before visit check

    1. When

      Each weekday, 2pm

      Automation

    2. Step 1

      Tomorrow's appointments

      Through the Scheduling API

    3. Step 2

      A check-in message

      Approved template

    4. Step 3

      Moves on request

      Patient confirms the new time

    A woman with her hair in a bun smiling at her phone on a couch at home.
    Nicole answers the 2pm check-in from her couch.

    How Volty connects to Elation Health

    Elation issues API credentials from inside the EHR. A practice admin opens Settings, then API Access, and generates OAuth client credentials, choosing API 2.0 or FHIR R4; that choice cannot be changed later, and the client secret is shown once. Elation limits each credential to about 3 calls a second and 150,000 a day.

    1. 01

      Generate credentials in Elation

      Settings, API Access. Pick API 2.0 for scheduling and save the secret.

    2. 02

      Agree the scope

      Patients, physicians and appointments. The clinical record stays out.

    3. 03

      Approve in Volty

      Our team adds the credentials to a custom connection; your admin approves.

    4. 04

      Booking switches

      Book and move start Off until you set them.

    The tools Volty gets

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

    • Find an Elation patient and usual physicianReads
    • Open slots for a physicianReads
    • Book an Elation appointmentChanges
    • Reschedule an Elation appointmentChanges

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

    Common questions

    Where do we generate Elation API credentials?

    A practice admin opens Settings and then API Access in Elation and generates client credentials. Elation asks you to pick API 2.0 or FHIR R4 there, and the choice is permanent; this connection uses API 2.0 for the Scheduling API. Save the client secret, because Elation shows it once.

    Will Volty book patients with a different physician?

    Volty looks up the patient's usual physician first and offers that doctor's openings. If there is nothing soon enough, it can offer another physician only when you allow it. Every booking waits for the patient to confirm the time.

    Does Volty read anything from the patient's chart?

    No. The connection uses Elation's Scheduling API for patients, physicians and appointments, at a few calls per conversation, well inside Elation's limit of about 3 calls a second per credential. Volty is for scheduling and front-desk questions, not for health records, and does not sign a BAA.

    How much does it cost to connect Elation Health 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

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