Capture every referral, even at midnight.
Discharge planners and physicians don't keep office hours. Chatref collects referral details the moment they arrive and queues them for your intake team — so your coordinators start the day with leads, not voicemails.
Why it matters
The problem this solves.
The challenge
Referral sources expect a same-business-day response, but most inquiries arrive after 5 p.m.
What it costs
Agencies that don't respond by morning lose the case to a faster competitor.
The Chatref way
Chatref captures referral details in-chat and queues them so coordinators act first thing.
The Chatref solution
How Chatref captures after-hours referrals.
A discharge planner visits your agency website after hours. Chatref greets them, explains your intake process, and collects the client's name, condition summary, and contact details — all in chat. By morning, your coordinator has a structured referral waiting, not a voicemail.
Real questions
What Chatref answers here.
I'm a discharge planner at St. Luke's — how do I refer a patient to your agency?
What information do you need to start home health care?
How quickly can you start care after a hospital discharge?
Does your agency accept clients in this zip code?
Who do I contact if I have questions about a referral I submitted?
Can I submit a referral online instead of calling?
Loved by support teams
Home health agencies, capturing referrals before the competition calls back.
How agencies use Chatref to turn after-hours referral inquiries into morning intake leads.
Discharge planners used to leave a voicemail and move on to the next agency. Now they submit client details through the chat widget and we have everything we need by 8 a.m. — before a competitor even checks their voicemail.
We stopped losing Friday-evening referrals entirely. Chatref captures the details and our coordinator follows up Monday morning with a complete intake file.
Physicians' offices can now submit referrals at any hour. Our intake rate improved in the first month.
of after-hours referral inquiries captured before the team's first call
One widget covers our whole referral network. Social workers, discharge planners, and physicians all use it — no phone tag.
What details does the chatbot collect from a referral source?
Whatever your intake process requires — client name, condition summary, referral source contact, and preferred start date. You configure the fields.
Will discharge planners actually use a chat widget instead of calling?
Many prefer it — they can submit a referral in under two minutes without waiting on hold or leaving a voicemail.
How does my intake team see the captured referrals?
Every referral lands in your shared inbox with full conversation context, tagged and ready for coordinator follow-up.
Can we customise what the chatbot asks referral sources?
Yes. You control the intake questions and the order in which Chatref asks them — matching your existing intake workflow.
What if a referral source has a question our guides don't cover?
Chatref hands the conversation to your intake team with full context, so the referral source gets a human answer without starting over.
Start capturing referrals around the clock.
Add your intake guide, drop in one snippet, and let Chatref collect every after-hours referral so your coordinators start each morning with a full intake queue — free to start.
Part of Chatref for Home Healthcare · Healthcare hub · pricing.




