Stop losing referrals to voicemail.
Discharge planners call at 6 p.m. Families call at 10 p.m. Chatref answers from your own service guides and intake policies around the clock — so your coordinators start each day with qualified leads, not a call-back list.
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Why this matters
After-hours calls cost agencies real revenue.
Answer the routine calls before they reach your team. Chatref answers family and referral questions from your own content the moment they arrive — so coordinators focus on intake decisions, not call-backs.
Inbound Patient Queue
Patient questions arrive from phone, web, and walk-in, feeding automatically into a single unified front-desk pipeline.
Practice Knowledge Base
Chatref indexes your scheduling rules, FAQs, and clinic policies, verifying every response against your official documents.
Smart Output Routing
Most patients receive instant answers. Complex or clinical requests are routed directly to your office staff.
Answered Instantly
90%+ of operational, policy, and scheduling questions resolved on the spot.
Warm Staff Handoff
Escalated directly to your clinic team with complete patient query transcripts.
Family questions, referral inquiries, and caregiver applicant contacts arrive at all hours and converge on Chatref. Chatref answers from your agency's own service guides and policies, and those answers reach every visitor on every channel.
The challenge
Home health referrals don't wait for business hours. When a discharge planner submits at 6 p.m. Friday, the agency that responds first wins the case. Most still rely on voicemail — and lose referrals before Monday.
What goes wrong
Coordinators spend the first two hours returning calls from families asking which caregiver is coming, what time the visit starts, and what services are included. Those calls crowd out intake and referral follow-up.
The Chatref way
Chatref embeds on your website and answers from your own service guides — 24 hours a day. Referral sources get an instant reply. Families get answers. Coordinators only see the cases that need them.
What you get
Four wins for home health agencies.
The big picture
Keep growing inquiry volume off your coordinators.
Inbound Patient Queue
Patient questions arrive from phone, web, and walk-in, feeding automatically into a single unified front-desk pipeline.
Practice Knowledge Base
Chatref indexes your scheduling rules, FAQs, and clinic policies, verifying every response against your official documents.
Smart Output Routing
Most patients receive instant answers. Complex or clinical requests are routed directly to your office staff.
Answered Instantly
90%+ of operational, policy, and scheduling questions resolved on the spot.
Warm Staff Handoff
Escalated directly to your clinic team with complete patient query transcripts.
Patient questions arrive by phone, web, and walk-in and flow into Chatref, which reads the practice's own content — schedules, policies, FAQs. Most questions get an immediate grounded answer; cases that need a person are handed off warmly with full context.
How it works
From your agency content to a clear answer.
Add your service guides once. Chatref learns them, answers families and referral sources day and night, and brings your team in only when a human decision is needed.
Add your agency guides Point Chatref at your service descriptions, caregiver policies, intake checklists, and FAQ documents. It learns them in minutes — no reformatting required.
Chatref learns your agency It indexes everything so it can answer any service, schedule, or intake question accurately from your own content — not from generic health information.
Families and referral sources get answers Questions about caregiver assignments, visit schedules, and service areas resolve instantly on your website, day or night.
Complex cases go to your coordinator When a situation needs coordinator judgment, Chatref hands it off with full conversation context so your team picks up without asking the family to repeat themselves.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
More healthcare practices
Explore other sub-industries.
Chatref works the same way across healthcare. See how it fits neighbouring practices.
Real questions
Questions it answers from day one.
What services do you provide for someone recovering from a hip replacement?
How do I request a specific caregiver for my mother's visits?
What are your hours and do you cover weekends?
Can you send me the intake forms before the first visit?
Do you accept clients in my zip code?
I'm a discharge planner — how do I refer a patient to your agency?
Solutions for home health agencies
Solve every home health job, from referral to family
From after-hours referral capture to multilingual family Q&A, Chatref answers the questions behind each step. Pick the one your team gets pulled into most.
The math
Help that scales with your caseload, not your coordinator headcount.
Because you only pay for what you use, costs follow real inquiry volume, not seats. As referrals grow, Chatref absorbs the family Q&A and intake collection, so each coordinator can serve far more families. Results depend on your agency size and content.
- Fewer after-hours referrals lost to voicemail
- Coordinators freed from routine family call-backs
- Round-the-clock family answers, no night shift
- Faster intake with structured in-chat data collection
Loved by support teams
Home health agencies, scaling intake without scaling headcount.
How home health agencies use Chatref to answer family questions and capture referrals before they reach the coordinator queue.
Chatref took over the schedule and service questions that used to fill the first two hours of every coordinator's day. They finally spend that time on new-client intake — the work that actually grows the agency.
Referral sources used to leave a voicemail and move on. Now they submit client details through the chat widget and we have everything we need by 8 a.m.
It answers caregiver assignment and visit time questions from our own content, in our own voice. Families can't tell it's not a coordinator.
of family and referral questions answered before they reach the coordinator
One widget covers our English and Spanish-speaking families from the same set of guides. We stopped routing Spanish calls to a separate line.
Can a chatbot handle sensitive family conversations about a loved one's care?
Chatref answers factual questions about services, schedules, and agency policies. When a conversation requires coordinator judgment, the widget routes it to your shared inbox with full context — the family never repeats themselves.
Will the chatbot stay within our agency's approved service descriptions?
Yes. Chatref answers only from the content you upload — your service guides, caregiver policies, and intake checklists. It does not draw on outside sources, so every answer reflects what your agency actually offers.
How do referral sources like hospital discharge planners use the chat widget?
Discharge planners can use the widget to submit a referral after hours. Chatref collects key intake details and queues them for your coordinators — so the referral is captured even when the office is closed.
What happens if a family contacts the chatbot with an urgent situation?
Chatref surfaces your after-hours coordinator contact and escalation path for urgent situations — it does not attempt to handle time-sensitive care decisions. Your escalation language is content you control.
Can the chatbot answer questions in Spanish for Hispanic families?
Yes. Chatref supports up to 11 languages including Spanish. Families ask in Spanish and receive answers drawn from the same content your English-language widget uses — no separate setup required.
Bring Chatref to your home healthcare.
Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.
Part of the Healthcare support hub · see pricing.