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Give every patient the right prep instructions before they arrive.

Failed draws from unprepared patients cost your lab time and the patient a repeat visit. Chatref answers fasting, hydration, and medication questions from your own prep guides, any hour.

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Why it matters

The problem this solves.

The challenge

Patients call to ask fasting rules – and sometimes just guess and arrive unprepared anyway.

What it costs

Failed draws mean repeat visits, wasted phlebotomist time, and frustrated patients who blame the lab.

The Chatref way

Chatref answers the exact prep requirement per test type from your knowledge base, 24/7.

Fewer failed drawsPatients arrive preparedFewer prep calls to front deskHigher first-draw success rate

The Chatref solution

How Chatref delivers prep instructions.

Fig. 1 · How Chatref delivers prep instructionsfrom a patient question to an arrived-and-ready draw

A patient asks whether they need to fast before their lipid panel. Chatref looks up the test in your configured prep content and returns the exact fasting window, hydration guidance, and medication notes – so the patient arrives on time and prepared.

Real questions

What Chatref answers here.

Do I need to fast before my cholesterol test?

Can I drink water before a fasting blood draw?

Can I take my blood pressure medication before the test?

How many hours do I need to fast for a glucose test?

My doctor ordered a glucose tolerance test – how do I prepare?

Do I need to fast for a thyroid panel or vitamin D test?

Loved by support teams

Lab teams, cutting failed draws with better prep guidance.

How diagnostic labs use Chatref to deliver the right prep instructions before patients arrive.

Our failed-draw rate dropped because patients actually arrive prepared. Chatref answers the fasting question exactly right for each test type from our own content – not a generic answer that leaves patients guessing.

Northwind Analytics

The morning prep call queue used to spike before opening. Now patients check their instructions the night before and arrive ready.

Pinehook

It delivers our exact fasting windows and medication guidance per test, in our own voice. Patients trust the answer because it matches what we tell them in person.

Cardinal CRM
72%

of prep questions answered before the patient calls the front desk

One knowledge base covers prep for every test we offer. We updated it once and stopped getting 'can I drink coffee' calls entirely.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Can it give different prep rules for different tests?

Yes. Your knowledge base holds the prep rules per test type, and Chatref surfaces the correct one when a patient names their test.

What if a patient doesn't know the name of their test?

Chatref asks clarifying questions to identify the test from your content before returning prep instructions.

Does it cover medication hold guidance?

Yes, as far as your prep content goes. Chatref surfaces whatever medication notes you have configured per test.

Can patients ask about water and coffee before a fasting draw?

Yes. Hydration and beverage questions are among the most common, and Chatref answers them from your configured prep rules.

How do I keep prep instructions current?

Update your knowledge base source and Chatref re-indexes the changes in minutes – no code changes needed.

Make 'am I prepared?' a question patients answer themselves.

Point Chatref at your prep guides, add one snippet to your site, and let patients get the right fasting and medication instructions before they arrive – free to start.

Part of Chatref for Laboratory Services · Healthcare hub · pricing.