Integration

    Welkin Health and Volty

    Patients in a Welkin care program reschedule coaching calls on WhatsApp, and Volty reads only the calendar and contact fields its API client is allowed to open.

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    Updated

    Moving a coaching call

    Danielle has a work conflict on Wednesday and wants Thursday instead.

    DB

    Danielle Brooks

    WhatsApp · Patient

    Hi, can I move my coaching call on Wednesday? Something came up at work.
    Checked WelkinCoach Maria Alvarez · free Thu Nov 5 at 9am and 4:30pm
    VoltyNo problem, Danielle. Maria has these times on Thursday:

    Thu Nov 5 · Maria Alvarez

    9:00 am4:30 pm
    4:30 please
    VoltyDone. Your call with Maria is now Thursday, November 5 at 4:30pm.

    Google Calendar

    Maria Alvarez · sessions

    Wed 4

    Thu 5

    9a10a11a12p1p2p3p4p
    Call · R. KimCall · T. Wright
    Call · J. HuangCall · D. Brooks

    What Volty does with Welkin Health

    Welkin Health is a configurable care management platform that care teams and digital health programs run their patients, programs and schedules in. Our team connects Volty to Welkin's REST API through an API client your admin provisions, with a security policy that opens only patient contact fields and calendar events. Patients ask when their next coaching call is or how to move it, and Volty reads Welkin's calendar for their own coach.

    • Who is my next call with

      Volty reads the patient's upcoming calendar events and names the coach or nurse.

    • Reschedule inside the care team

      New times come from the same clinician's calendar in Welkin.

    • Scoped by a security policy

      The API client's role in Welkin Admin decides which records it can open.

    • Health talk goes to the team

      A patient who starts sharing health details hears that Volty cannot discuss them, and is offered a call with their coach or a message from the team.

    A doctor in a white coat talking with nurses in blue scrubs as they walk down a clinic hallway, most of them in face masks.
    The coach on the patient's care team keeps the patient, even after a reschedule.

    Evening openings across coaches

    Jordan has three patients who can only talk after work and asks who has room.

    Care team

    Volty · Team chat

    J

    Jordan

    Which coaches have openings after 5pm next week? I have three patients who can only do evenings.

    Checked WelkinCalendar events Nov 9 to 13 · free after 5pm: Maria Alvarez 4, Kevin Tran 2

    VoltyAPP

    Maria Alvarez has four evening openings next week, Monday and Wednesday at 5:30 and 6:30pm. Kevin Tran has Tuesday and Thursday at 5:30pm. Want me to offer those times to the three patients on WhatsApp?

    J

    Jordan

    Yes, go ahead

    As an automation

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

    Session reminders

    1. When

      Friday afternoon

      Volty starts the Friday run

    2. Step 1

      Lists next week's calls

      Calendar events per coach

    3. Step 2

      Sends the reminder

      A WhatsApp template with the time

    4. Step 3

      Moves a session if asked

      Same coach, patient picks the time

    A bearded middle-aged man in a plaid flannel shirt reading his phone in his living room.
    Mark moves Wednesday's call from his couch.

    How Volty connects to Welkin Health

    Welkin's developer guide documents a REST API that authenticates with an API client. Our team builds Volty's connection on a client your admin creates, with a security policy that limits it to the scheduling data the connection needs.

    1. 01

      Provision an API client

      A Welkin admin creates the client in the Admin portal and gives it a role and security policy.

    2. 02

      Name the records in scope

      Patient name and phone, plus calendar events. Clinical records stay outside the policy.

    3. 03

      Program lead approves in Volty

      An admin in your workspace approves the connection once.

    4. 04

      Set each tool

      Rescheduling starts Off. Choose On, Check with staff, or keep it Off.

    The tools Volty gets

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

    • Find patientReads
    • Read upcoming calendar eventsReads
    • Find coach availabilityReads
    • Create calendar eventChanges
    • Reschedule calendar eventChanges

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

    Common questions

    What can Volty open in Welkin?

    Only what the API client's security policy allows, and our team sets that to patient name, phone and calendar events. Encounters, assessments and program records stay closed to it, and a patient's health question is passed to a named person on the team. Volty is for scheduling and front-desk questions, not for health records, and does not sign a BAA.

    How does Welkin give Volty access?

    A Welkin admin provisions an API client in the Admin portal and assigns it a security policy. The client exchanges its secret for a bearer token that lasts 60 minutes. Our team builds the connection on that client, and an admin in Volty approves it once before it is used.

    Can a patient move a session to a different coach?

    Volty offers times from the same coach's Welkin calendar, so a patient stays with their own care team. Moving a call is Off until you switch it On or to Check with staff. A request to change coaches goes to your coordinators.

    How much does it cost to connect Welkin 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

    Meta now charges for WhatsApp replies

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