Collect new patient intake details before the consultation — in the
Your team's first consultation is more productive when they already know why the patient is there. Chatref gathers referral source, primary concern, and contact details in conversation — so coordinators walk in with context, not questions.
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Why it matters
The problem this solves.
The challenge
New patient consultations often start with 10 minutes of background gathering that could have happened beforehand.
What it costs
When coordinators collect intake details during the consultation, less time is available for the clinical conversation the
The Chatref way
Chatref collects referral source, primary concern, and contact details in a natural chat interaction before the appointment — so
The Chatref solution
How Chatref collects new patient intake.
After a patient books a consultation, Chatref opens a chat, answers their pre-consultation questions, and collects referral source, primary concern, and contact details. Everything lands in your CRM before the coordinator picks up the phone.
Real questions
What Chatref answers here.
What do I need to bring to my first fertility clinic appointment?
What questions will a fertility clinic ask during intake?
Does my partner need to attend the first consultation?
What lab tests are required before my first appointment?
Will you need my GP referral at intake?
How do I complete my new patient forms?
Loved by support teams
Fertility clinics, starting consultations with context instead of paperwork.
How clinics use Chatref to collect new patient intake details before the coordinator picks up the phone.
Our coordinators used to spend the first ten minutes of every new patient call just gathering background. Chatref collects it beforehand — the conversation starts at a completely different level.
New patients feel looked after from the first interaction — a chat that asks the right questions rather than a static form they fill out alone.
Intake details push directly to our CRM. By the time we call, we already know the referral source and primary concern.
of new patients complete intake chat before their first consultation
For international patients, collecting intake in their language before the consultation removes a significant friction point.
What intake fields can Chatref collect?
Any fields you configure — referral source, primary concern, contact details, partner status, and more.
Does the intake data go directly into our CRM?
Yes — via custom actions, collected details push to your CRM or scheduling system automatically.
Can it answer patient questions during the intake process?
Yes. The intake chat also answers pre-consultation FAQ questions from your content — what to bring, what to expect — in the same conversation.
Is the intake experience available in multiple languages?
Yes. With multilingual support, intake runs in the patient's preferred language.
Can it collect intake for egg freezing consultations as well as IVF?
Yes — configure separate intake flows for each consultation type with the fields your team needs.
How quickly can we set this up?
Configure your intake fields, connect your CRM via custom actions, and you are live — typically in under an hour.
Start every new patient consultation with context already in hand.
Configure your intake fields, connect your CRM, and let Chatref collect the background before the coordinator calls — free to start.
Part of Chatref for Fertility Clinics · Healthcare hub · pricing.