# Welkin Health and Volty

> Patients in a Welkin Health care program ask on WhatsApp to move a coaching call, and Volty reads coach availability and nothing beyond the schedule.

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.

Talk to Volty · Free trial

Updated 3 Nov 2026

## 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 Welkin · Coach Maria Alvarez · free Thu Nov 5 at 9am and 4:30pm

Volty

No problem, Danielle. Maria has these times on Thursday:

Thu Nov 5 · Maria Alvarez

9:00 am · 4:30 pm

4:30 please

Volty Done. Your call with Maria is now Thursday, November 5 at 4:30pm.

Google Calendar

Maria Alvarez · sessions

Wed 4

Thu 5

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

Call · R. Kim · Call · T. Wright

Call · J. Huang · Call · 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.

Connects with

Welkin REST API through an API client

Volty reads

Patient contact fields and calendar events

Volty can change

Calendar events, once switched on

Setup

A Welkin admin and our team

Category

Clinics & healthcare

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 Welkin · Calendar 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

- When · Friday afternoon · Volty starts the Friday run
- Step 1 · Lists next week's calls · Calendar events per coach
- Step 2 · Sends the reminder · A WhatsApp template with the time
- Step 3 · Moves a session if asked · Same coach, patient picks the time

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.

- 01 · Provision an API client · A Welkin admin creates the client in the Admin portal and gives it a role and security policy.
- 02 · Name the records in scope · Patient name and phone, plus calendar events. Clinical records stay outside the policy.
- 03 · Program lead approves in Volty · An admin in your workspace approves the connection once.
- 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 patient · Reads
- Read upcoming calendar events · Reads
- Find coach availability · Reads
- Create calendar event · Changes
- Reschedule calendar event · Changes

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.

## Related integrations

- Vetspire Clinics & healthcare
- Calendly Calendar & booking
- Google Calendar Calendar & booking
- Zoom Calendar & booking
- WhatsApp Business API Messaging channels

All integrations

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## Links

- [Clinics & healthcare](https://voltade.com/integrations?category=clinics)
- [VetspireClinics & healthcare](https://voltade.com/integrations/vetspire)
- [CalendlyCalendar & booking](https://voltade.com/integrations/calendly)
- [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar)
- [ZoomCalendar & booking](https://voltade.com/integrations/zoom)
- [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp)
- [All integrations](https://voltade.com/integrations)
