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Customer story · VirtualMD

VirtualMD triples telehealth capacity and automates 82% of patient support with Chatref

A 75-person telehealth platform serving 50,000 patients monthly automated onboarding, browser troubleshooting, and multilingual support – cutting missed appointments from 18% to 4%.

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Take a tour of the product

VirtualMD, a 75-person telehealth platform serving 50,000 patients monthly across North America, used Chatref to automate patient onboarding, resolve 37 common technical issues, verify insurance across 450+ plans, and provide round-the-clock support in English, Spanish, and French. Within 60 days the chatbot was handling 82% of patient inquiries automatically, technical support satisfaction climbed from 68% to 93%, missed appointments from connection issues fell from 18% to 4%, overall patient capacity tripled with no new support hires, and the practice saves $48,000 monthly.

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At a glance

VirtualMD in a nutshell.

Patient capacity

82%

Auto-resolved

Tech satisfaction

$48k

Monthly savings

  • VirtualMD serves 50,000 patients monthly across North America with 75 staff and eight support agents based in Seattle, Washington.
  • Chatref automates onboarding, identity checks, and insurance verification across 450+ plans in an average of 3.2 minutes per patient.
  • The bot resolves 37 common technical issues before appointments, cutting missed visits from connection failures from 18% to 4%.
  • Bilingual English, Spanish, and French coverage handled 2,840 Spanish and 680 French conversations in month one without new bilingual hires.
  • Patient capacity tripled with the same support team and VirtualMD saves $48,000 monthly – full ROI in 6 weeks.

The story

How it played out.

01

About VirtualMD

VirtualMD is a telehealth platform connecting patients with doctors through video consultations across the United States and Canada. The company serves 50,000 patients monthly, employs 75 people including eight support agents, and offers virtual visits, prescription delivery through partner pharmacies, and same-day appointments for primary care, mental health, and urgent concerns.

  • Industry Healthcare / Telehealth
  • Size 75 employees, 8-person support team
  • Location Seattle, Washington
  • Using Chatref since October 2026
02

The challenge

VirtualMD onboarded 12,000 new patients monthly through a high-growth phase, and the eight-person support team could not keep pace. Roughly 64% of tickets were repetitive technical questions: testing camera and microphone settings, browser compatibility, insurance card uploads, and which conditions qualified for virtual visits. Phone-based onboarding averaged 15 minutes per patient.

Evenings were the hardest gap. Working professionals sought care between 6pm and 11pm, yet daytime-focused staffing left only two agents on deck. Ticket volumes tripled while response times hit 47 minutes, and 18% of scheduled appointments were missed when patients hit a connection issue with no one to help. The team spent roughly 340 hours monthly on identical system-requirements and compatibility questions.

VP of Patient Experience Jennifer Martinez needed a solution that could provide instant technical troubleshooting, guide patients through onboarding, verify coverage across 450+ insurance plans, operate in English, Spanish, and French around the clock, and scale automatically during flu season and public health surges.

03

The solution with Chatref

VirtualMD evaluated five telehealth AI platforms and selected Chatref after a 3-week pilot that handled 2,340 patient interactions with 91% resolution accuracy. The implementation team uploaded 1,840 technical support articles, 420 FAQ documents, symptom assessment protocols for 89 common conditions, and 11 months of resolved support tickets so the agent learned how the team guides patients through multi-step technical issues.

  • Onboarding automation Guides new patients through registration, identity verification, insurance card upload, and symptom triage in an average of 3.2 minutes.
  • Technical troubleshooting Walks patients through camera and microphone permissions, browser compatibility checks, and 37 common connectivity issues before the visit starts.
  • Insurance verification Real-time eligibility checks across 450+ insurance plans so patients see coverage, co-pays, and limits before booking.
  • Trilingual support Fluent English, Spanish, and French screening, scheduling, and troubleshooting for VirtualMD's diverse patient base.
  • Warm handoff Complex medical questions and technical failures escalate to human agents with full conversation context so patients never repeat themselves.
04

Results after 90 days

Chatref now handles 82% of patient inquiries automatically. It guides 8,400 new patients monthly through complete registration in an average of 3.2 minutes compared with the previous 15-minute phone process, freeing the support team from roughly 340 hours of repetitive onboarding work each month.

Missed appointments from technical difficulties dropped from 18% to 4%, recovering roughly $156,000 monthly in completed consultations. Evening hours – once the worst support window – now see 91% of technical issues resolved without human help and average resolution times under 90 seconds. Technical support satisfaction climbed from 68% to 93%.

Multilingual coverage handled 2,840 Spanish and 680 French conversations in the first month, and satisfaction among non-English-speaking patients rose from 62% to 89%. During the October respiratory surge, daily consultation requests jumped from 1,200 to 4,800 and Chatref kept sub-2-second response times while the human team focused on the 15% of cases needing clinical judgment. Patient capacity tripled with no new hires and VirtualMD saves $48,000 monthly – full ROI in 6 weeks.

05

What the team says

Chatref enabled us to scale exponentially. We serve three times more patients with the same team while delivering even better experiences. It's been transformative for our growth.
Dr. Michael Torres, CEO, VirtualMD

FAQ

Questions, answered.

Want a walkthrough? Talk to our team.

What does VirtualMD do?

VirtualMD, a 75-person telehealth platform serving 50,000 patients monthly across North America, used Chatref to automate patient onboarding, resolve 37 common technical issues, verify insurance across 450+ plans, and provide round-the-clock support in English, Spanish, and French.

What problem did VirtualMD solve with Chatref?

Chatref automates onboarding, identity checks, and insurance verification across 450+ plans in an average of 3.2 minutes per patient.

What results did VirtualMD see?

VirtualMD reached 3x patient capacity, with 82% auto-resolved. Bilingual English, Spanish, and French coverage handled 2,840 Spanish and 680 French conversations in month one without new bilingual hires.

How long did it take VirtualMD to go live?

VirtualMD launched quickly and started seeing results within the first weeks. Chatref trains on your existing content, so most teams go live in days, not months.

How much does Chatref cost?

Chatref is pay-as-you-go. You start with $50 of free credit, then pay only for what you use. There is no subscription, no per-seat fee, and every feature is included.

Can I get results like VirtualMD?

Yes. Train a chatbot on your own docs, FAQs, and past tickets, deploy it on your website and other channels, and let it answer the routine questions. Start free with $50 of credit.

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