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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.

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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.

Fewer lost after-hours referralsFaster morning follow-upStructured intake data from day oneNo missed voicemails

The Chatref solution

How Chatref captures after-hours referrals.

Fig. 1 · How Chatref captures after-hours referralsfrom after-hours inquiry to morning intake

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.

Northwind Analytics

We stopped losing Friday-evening referrals entirely. Chatref captures the details and our coordinator follows up Monday morning with a complete intake file.

Pinehook

Physicians' offices can now submit referrals at any hour. Our intake rate improved in the first month.

Cardinal CRM
68%

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.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

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.