Collect intake details before your coordinator picks up the phone.
The intake call goes faster when your coordinator already knows who they are speaking with. Chatref collects the non-clinical details first — so the call is about finding the right fit, not filling a form.
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Why it matters
The problem this solves.
The challenge
Intake calls start from zero — coordinators repeat the same questions every time.
What it costs
Calls run long, conversion slows, and coordinators handle fewer leads per day.
The Chatref way
Chatref collects the pre-assessment details in chat so the call starts informed.
The Chatref solution
How Chatref accelerates rehab intake.
A visitor asks about programs. Chatref answers their questions and gently collects substance or condition type, program preferences, insurance carrier, and contact details. The coordinator's intake call starts with that context already in hand — focused on fit, not form-filling.
Real questions
What Chatref answers here.
What questions do you ask during intake?
How long does the admissions process take?
Do I need to bring insurance information?
What is the first step to get admitted?
Can I do intake over the phone?
What happens after I submit my information?
Loved by support teams
Coordinators, starting intake calls already informed.
How rehabilitation centers use Chatref to collect pre-assessment details before the first call.
Our intake calls used to start from scratch every time. Now Chatref collects substance history, insurance, and program preferences in advance. Calls are 40% shorter and our coordinator handles twice the volume.
We used to lose people between the contact form and the follow-up call. Now Chatref keeps the conversation going and collects what we need while the family is still engaged.
Families appreciate that we already know their situation when we call. It signals professionalism and builds trust before a single word is spoken.
shorter intake calls when pre-assessment details are collected via chat
The pre-assessment data flows straight into our EHR. No transcription, no lag — just a clean record ready for the clinical team.
What intake questions are asked during a rehab pre-assessment chat?
Substance or condition type, program preferences, insurance carrier, prior treatment history if shared, and contact details — the non-clinical information your coordinator needs to open the intake
How long does the rehab admissions process take with Chatref?
Chatref speeds up the front end of the process by capturing inquiry details instantly, any hour. Coordinators begin verification the same day rather than playing phone tag.
Does the pre-assessment data flow into our EHR or CRM automatically?
Yes. Custom actions push captured data to your system of choice — Kipu, Behave Health, or any CRM with an API — with no manual entry.
Can Chatref handle pre-assessments for both addiction and physical rehabilitation?
Yes. Configure separate question flows for each program type. Each visitor gets the right path based on what they say they are looking for.
What if a visitor drops off mid-chat?
Any details collected before the drop-off are saved as a partial lead in your shared inbox — your coordinator can follow up with whatever context was captured.
Make every intake call start informed.
Point Chatref at your program content, configure your pre-assessment questions, and let it collect the details your coordinator needs — free to start.
Part of Chatref for Rehabilitation Centers · Healthcare hub · pricing.