Integration

    Updox and Volty

    Practices on Updox answer patients on Messenger, WhatsApp and web chat with their next appointment, and leave logistics notes for the front desk in Updox.

    Talk to VoltyFree trial

    Updated

    Running late for a visit

    Christine is stuck in traffic. Volty tells her it is fine and proposes a note for the desk.

    CM

    Christine Mitchell

    Messenger · Patient

    Hi, I'm stuck in traffic and will be about 15 minutes late for my 2pm. Is that ok?
    Checked UpdoxChristine Mitchell · Today 2pm with Dr. Alvarez · Main St office
    VoltyThanks for letting us know, Christine. I've told the front desk you'll arrive around 2:15 for your appointment with Dr. Alvarez.

    Waiting for approval

    Updox note on Christine Mitchell: running about 15 minutes late for 2pm with Dr. Alvarez

    ApproveEditDecline

    Updox patient

    Christine Mitchell

    Today 2:00pm
    Provider
    Dr. Miguel Alvarez
    Office
    Main St
    Reminder
    Confirmed Nov 1
    Matched by
    Verified phone number

    Matched before any appointment detail is shared

    What Volty does with Updox

    Updox is a patient communication platform for texting, fax, video visits and reminders. Patients still write on Facebook Messenger, WhatsApp and your web chat, where Updox does not reach. Volty answers there with the patient's next appointment, and when a patient is running late, needs to cancel or wants a call back about a booking, it proposes a note in Updox so the staff who live in Updox see it.

    • Next appointment on request

      A patient who lost the reminder hears the day, time, doctor and office.

    • Logistics notes for the desk

      Running late, a cancellation or a callback about a booking becomes an Updox note.

    • Health details stay off Messenger

      If a patient starts describing how they feel, Volty says it cannot discuss health details and offers to book a visit or have the desk call.

    • Notes are a switch

      Writing a note starts Off and can wait for staff.

    Clinic staff in scrubs, shirts and a white coat walking and talking in a hallway, with patients seated in a waiting area behind them.
    Christine's late arrival shows up for the desk in Updox.

    When is my next visit

    Jamal lost the reminder text.

    JW

    Jamal Washington

    WhatsApp · Patient

    I lost the reminder, when is my next appointment?
    Checked UpdoxJamal Washington · Thu Nov 12, 8:45am with Dr. Alvarez
    VoltyHi Jamal, your next appointment is Thursday, November 12 at 8:45am with Dr. Alvarez at the Main St office.

    As an automation

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

    A message from Messenger

    1. When

      Patient writes

      Messenger or WhatsApp

    2. Step 1

      Appointment looked up

      For the matched patient

    3. Step 2

      Reply sent

      Or the desk is brought in

    4. Step 3

      Note proposed

      A colleague approves

    A gray-haired man in glasses and a T-shirt smiling at his phone in an armchair at home.
    Jamal gets his Thursday time back in seconds.

    How Volty connects to Updox

    Updox offers its API to partners, and lists webhooks for patient management, reminders, secure conversations, faxing and more. Access for your practice is arranged through Updox's partner program, and our team scopes it to patients, appointments and front-desk notes.

    1. 01

      Arrange Updox partner access

      Our team and your practice request API access with Updox.

    2. 02

      Agree the scope

      Patient contact details, upcoming appointments and front-desk notes.

    3. 03

      Approve in Volty

      Your admin approves the custom connection.

    4. 04

      Set the note tool

      Off, Check with staff, or On.

    The tools Volty gets

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

    • Find an Updox patientReads
    • Next appointment detailsReads
    • Leave an Updox note for the deskChanges

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

    Common questions

    Is Volty a replacement for Updox texting?

    No. Your reminders, faxes, video visits and secure texts keep running in Updox. Volty covers Messenger, WhatsApp, Instagram and your web chat for appointment questions, and puts a late arrival or a callback request into an Updox note so the desk works from one place. Volty is for scheduling and front-desk questions, not for health records, and does not sign a BAA.

    How is Updox access arranged?

    Updox makes its API available to partners, with webhooks for patient management, reminders, secure conversations and faxing. Our team arranges access with Updox for your practice, builds a custom connection scoped to patients, appointments and front-desk notes, and your admin approves it in Volty.

    Will a note appear in Updox without anyone checking it?

    Only if you choose that. The note tool starts Off. Set to Check with staff, each note waits for a colleague in Volty; set to On, Volty writes it straight away. Many practices start with Check with staff for the first weeks.

    How much does it cost to connect Updox 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