Integration

    Mon Ami and Volty

    Aging and disability service organizations on Mon Ami let family contacts book a call or home visit with a parent's case worker by email or WhatsApp, and newcomers ask how your programs work.

    Talk to VoltyFree trial

    Updated

    A call with Dad's case worker

    Amanda wants to speak to her father's case worker. Volty matches her as his family contact and proposes Thursday with Denise.

    AR

    Amanda Reyes

    Gmail · Family

    Hi, I'd like to set up a call with my father Robert Reyes's case worker this week. Thursday afternoon would be best.
    Checked Mon AmiRobert Reyes · family contact Amanda Reyes · case worker Denise Coleman · free Thu 2pm, 3:30pm
    VoltyHi Amanda, Denise Coleman can call you Thursday, November 5 at 2pm or 3:30pm. Which would you like?
    2pm

    Waiting for approval

    Mon Ami: phone call with Amanda Reyes, family contact for Robert Reyes, Thu Nov 5, 2pm, Denise Coleman

    ApproveEditDecline

    Google Calendar

    Denise Coleman

    Wed 4

    Thu 5

    9a10a11a12p1p2p3p4p
    Home visitsCall
    Home visitsCall · Reyes A.

    What Volty does with Mon Ami

    Mon Ami is case management and client tracking software for aging and disability service organizations. Volty handles the calendar around it. A family contact listed on a client's record asks for time with the case worker, and Volty reads who is assigned in Mon Ami and proposes a call or home visit on that person's calendar. Newcomers asking which programs you run, your office hours or how to apply get your approved answers and a callback request for your information line. Enrollments, assessments and case notes stay with your staff.

    • The client's own case worker

      Calls and visits are proposed with whoever is assigned in Mon Ami.

    • Family contacts on the record only

      Volty books for a phone or email listed on the client, and no one else.

    • Program questions from your answers

      Meals, transport and day programs are described as your agency publishes them.

    • Personal details go to people

      If a family member starts describing a parent's health or needs, Volty says it cannot discuss them and offers a call with the case worker.

    A case worker with a lanyard holding an older man's hand in his living room while two other adults talk behind them.
    Denise sees which of this week's family calls are confirmed.

    How to apply for meals

    Gloria asks about home-delivered meals for a neighbor. Volty answers from the agency's published program page and passes a callback request to the information line.

    GB

    Gloria Bennett

    WhatsApp · New inquiry

    Do you deliver meals to seniors in Fairview? How does someone sign up?
    VoltyYes, our home-delivered meals program serves Fairview, Monday to Friday. Anyone 60 or older can apply by phone with our information line, open 8:30am to 5pm on weekdays. Would you like them to call you?
    Yes, tomorrow morning. I'm Gloria.
    VoltyThanks, Gloria. I've asked the information line to call you on this number tomorrow morning.

    Handed to Information line: callback for Gloria Bennett, Wed morning, about home-delivered meals in Fairview

    As an automation

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

    Day-before visit reminders

    1. When

      Every afternoon

      Automation

    2. Step 1

      Tomorrow's calls and visits

      For each case worker

    3. Step 2

      Reminder to the family

      Approved template

    4. Step 3

      Keeps or proposes a new time

      For the case worker to accept

    A woman with curly hair at a kitchen counter, tapping on a phone that lies beside a mug and a fruit bowl.
    Amanda keeps Thursday's call from the reminder.

    How Volty connects to Mon Ami

    Mon Ami has a documented REST API with organization, site and federation credentials, each a uid and secret. It exposes clients, visits and tasks among other records, and it can send signed webhooks for events such as visit.canceled. Our team arranges site credentials with Mon Ami for your organization.

    1. 01

      Get Mon Ami API credentials

      Usually site credentials for the site whose families Volty will serve.

    2. 02

      Choose the records

      Client names, family contacts, case workers and visits. Enrollments, assessments and notes stay out.

    3. 03

      Approve in Volty

      Our team builds the custom connection; your admin approves it.

    4. 04

      Calls wait for staff

      Logging a scheduled call starts Off.

    The tools Volty gets

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

    • Match a family contact to a Mon Ami clientReads
    • Case worker's open timesReads
    • Tomorrow's scheduled visitsReads
    • Add a scheduled call to Mon AmiChanges

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

    Common questions

    What kind of Mon Ami credentials does Volty use?

    Mon Ami's API has organization, site and federation credentials, each a uid and secret. Volty usually works with site credentials for the site whose families it will book for. Our team arranges them with Mon Ami and your organization, and your admin approves the connection in Volty.

    Can a family member book time about any client?

    No. Volty books only for a phone number or email listed as a family contact on that client's record in Mon Ami. Anyone else gets your general program answers and the office number, and nothing about any client is shared.

    Does Volty read enrollments or case notes?

    No. It reads the assigned case worker and their calendar so it can propose a time, and that is all. Volty is for scheduling and front-desk questions, not for health records, and does not sign a BAA. The one write it can make is adding a scheduled call, and that tool starts Off; most agencies run it as Check with staff so the case worker accepts the time.

    How much does it cost to connect Mon Ami 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