Start intake before the coordinator picks up the phone.
New families arrive on your website unsure what information you need. Chatref guides them through a structured intake conversation and delivers a complete file to your coordinator — no chasing required.
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Why it matters
The problem this solves.
The challenge
New-client intake is slow — incomplete forms force coordinators to chase families for missing details.
What it costs
Every day of delay before first visit is a day of revenue lost and a family left uncertain.
The Chatref way
Chatref collects care needs, contact info, and consent requests in chat before the coordinator calls.
The Chatref solution
How Chatref accelerates new-client intake.
A family visits your site wanting to start care. Chatref walks them through your intake process — care needs, scheduling preferences, and contact details — then prompts a consent document request. The coordinator receives a structured intake file, ready to schedule.
Real questions
What Chatref answers here.
What information do you need to start home care services?
Can I submit intake forms for my parent through the website?
How long does it take to get care started after we apply?
What does home care cost per hour?
Do you need a referral from a doctor to start home health care?
Can you send me the paperwork before the first visit?
Loved by support teams
Home health agencies, completing intake before the coordinator's first call.
How agencies use Chatref to collect structured intake details in chat and accelerate first-visit scheduling.
Intake used to take three back-and-forth calls to collect everything we needed. Now families complete the key details in chat and we schedule the first visit the same day.
New families arrive at our coordinator's desk with a complete file. The first call is about scheduling, not chasing missing information.
The in-chat consent document prompt alone saved us a full day in the intake cycle.
of new-client intake details collected before the coordinator's first call
Our intake coordinator now handles twice the new clients with the same hours — the chat does the information gathering.
Can Chatref send consent forms inside the chat?
Yes. Chatref can trigger a consent document link or form request from within the conversation — families don't need to navigate to a separate portal.
What intake details can the chatbot collect?
Whatever your intake process requires — care needs, scheduling preferences, contact details, and document requests. You configure the flow.
What if a family has intake questions our guides don't cover?
Chatref routes the conversation to your coordinator with full context, so the family doesn't have to start over.
Is the intake information secure?
Chatref handles data according to its security and privacy policy. Review those details with your compliance team before going live.
How long does it take to set up the intake chat?
Most agencies upload their intake guide and go live in an afternoon. Chatref's onboarding flow walks you through each step.
Start collecting intake details before the first call.
Upload your intake guide, configure your in-chat fields, and let Chatref deliver complete new-client files to your coordinator — free to start.
Part of Chatref for Home Healthcare · Healthcare hub · pricing.