Get new practice clients live in days, not weeks.
Every new billing client means a document chase – credentialing forms, payer lists, EHR access. Chatref walks them through your onboarding checklist automatically, so the back-and-forth shrinks from weeks to days.
Featured on
Why it matters
The problem this solves.
The challenge
Onboarding a new practice requires collecting credentialing docs, EHR access, and payer lists across multiple emails.
What it costs
The document chase drags the start date out by weeks, delaying your first billing cycle and frustrating the practice.
The Chatref way
Chatref delivers your onboarding checklist in chat, collects responses, and sends the right links – all automatically.
The Chatref solution
How Chatref automates practice onboarding.
The moment a practice signs, the widget delivers your tailored onboarding checklist – credentialing documents, payer list template, EHR access steps – in a guided conversation. It collects responses, sends the right links, and answers questions about each step from your
Real questions
What Chatref answers here.
What documents do you need from us to get started?
Where do I submit our credentialing forms?
How do I give you EHR access?
What payer information do you need?
How long does onboarding take?
Who do I contact if I have questions during setup?
Loved by support teams
Billing companies cutting onboarding time without cutting corners.
How billing and RCM firms use Chatref to guide new practices through intake – automatically.
New practice clients used to wait two weeks while we chased credentialing docs over email. Chatref delivers our checklist in chat and most practices submit everything within 48 hours. Our ops team handles exceptions, not paperwork.
It knows which documents each specialty needs and walks the practice through each step. Our onboarding coordinator now handles three times as many new starts.
Practices love that they can complete the onboarding checklist on their own schedule. We see docs arriving at 10 pm that used to wait until the next business day.
faster time-to-first-billing-cycle after adding the onboarding assistant
The first billing cycle used to start a month after signing. Now we are live in under two weeks for most practices because docs arrive faster.
How does the onboarding widget know which documents each specialty needs?
Train it on your specialty-specific onboarding guides and it will deliver the right checklist based on the practice type collected at the start of the conversation.
Can the widget send follow-up reminders for missing documents?
Use custom actions to trigger reminders via your existing CRM or email system when a document step is left incomplete after a set time.
Is it secure enough to collect credentialing information in chat?
Chatref is designed for HIPAA-sensitive environments. For specific security requirements around credentialing data, consult your legal team – Chatref can operate within the boundaries they define.
Can we customise the checklist for different practice sizes or EHRs?
Yes. Train separate flows for each practice type or EHR, and the widget delivers the right checklist based on the qualifying answers collected in the first few messages.
How does our ops team see onboarding progress?
All conversations appear in the shared inbox with a full transcript, so your team can see which practices have submitted documents and which need a follow-up.
Make practice onboarding your competitive advantage.
Point Chatref at your onboarding guides, set up your intake flow, and let it guide every new practice from contract to live billing – free to start.
Part of Chatref for Medical Billing Services · Healthcare hub · pricing.