# Mon Ami and Volty

> Families book a call with a parent's Mon Ami case worker by email or WhatsApp, newcomers ask how to apply for your programs, and staff approve each time.

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 Volty · Free trial

Updated 3 Nov 2026

## 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 Ami · Robert Reyes · family contact Amanda Reyes · case worker Denise Coleman · free Thu 2pm, 3:30pm

Volty Hi 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

Approve · Edit · Decline

Google Calendar

Denise Coleman

Wed 4

Thu 5

9a · 10a · 11a · 12p · 1p · 2p · 3p · 4p

Home visits · Call

Home visits · Call · 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.

Connects with

Mon Ami REST API, site credentials

Volty reads

Family contacts, case workers, visits

Volty can change

Scheduled calls and visits, approved by staff

Setup

The Volty team configures it with your program manager

Category

Clinics & healthcare

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?

Volty Yes, 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.

Volty Thanks, 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

- When · Every afternoon · Automation
- Step 1 · Tomorrow's calls and visits · For each case worker
- Step 2 · Reminder to the family · Approved template
- Step 3 · Keeps or proposes a new time · For the case worker to accept

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.

- 01 · Get Mon Ami API credentials · Usually site credentials for the site whose families Volty will serve.
- 02 · Choose the records · Client names, family contacts, case workers and visits. Enrollments, assessments and notes stay out.
- 03 · Approve in Volty · Our team builds the custom connection; your admin approves it.
- 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 client · Reads
- Case worker's open times · Reads
- Tomorrow's scheduled visits · Reads
- Add a scheduled call to Mon Ami · Changes

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.

## Related integrations

- August Health Clinics & healthcare
- Spruce Health Clinics & healthcare
- Gmail Email
- Google Calendar Calendar & booking
- 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)
- [August HealthClinics & healthcare](https://voltade.com/integrations/august-health)
- [Spruce HealthClinics & healthcare](https://voltade.com/integrations/spruce-health)
- [GmailEmail](https://voltade.com/integrations/gmail)
- [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar)
- [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp)
- [All integrations](https://voltade.com/integrations)
