Walk families through move-in before the first meeting.
Move-in paperwork and checklist questions slow down your admissions process and take counselor time. Chatref walks families through every step in chat, at their own pace, before they arrive.
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Why it matters
The problem this solves.
The challenge
Families arrive at move-in without the right documents or a clear picture of what to expect.
What it costs
Your counselors spend their time on checklist questions instead of building the relationship that drives referrals.
The Chatref way
Chatref answers move-in questions from your checklist and document requirements in chat — families arrive prepared.
The Chatref solution
How Chatref prepares families for move-in.
After a family decides to move forward, they have questions about documents, what to bring, and what to expect. Chatref walks them through your move-in checklist in chat — at midnight if needed — so your counselor meets a prepared family on move-in day, not one with a list of
Real questions
What Chatref answers here.
What documents do we need to bring on move-in day?
How long does the move-in process take?
What personal belongings should we bring in the first week?
Do we need a physician's note before move-in?
What happens if my parent's care needs change after move-in?
Is there a required health assessment before the move-in date?
Loved by support teams
Admissions teams, spending move-in day on relationships — not paperwork.
How assisted living communities use Chatref to prepare families before move-in day.
Our counselors used to spend the first 30 minutes of every move-in answering the same checklist questions. Chatref handles all of that in chat before the day arrives — our team now focuses entirely on making the family feel welcome.
Families arrive knowing what to bring and what to expect. Move-in days are noticeably smoother and our counselors are less stressed.
It answers move-in questions from our own checklist — not generic answers — so families trust the guidance they get.
reduction in intake paperwork questions on move-in day
Spanish-speaking families get the same move-in preparation in their own language — a first for our community.
Can Chatref walk families through a move-in checklist step by step?
Yes. Add your checklist to the knowledge base and Chatref walks families through each step in the order that makes sense for your process.
What documents does it typically help families prepare?
Whatever your intake requires — health assessments, financial documents, physician notes, personal items list. It answers from your specific requirements.
Can it collect intake information from the family in chat?
Yes. Custom actions let you gather structured information from families — name, care level, health context — and route it to your admissions team.
Does it serve multilingual families?
Yes — up to 11 languages from your existing content. Families get the same move-in guidance regardless of language.
What if a family has a question not covered by the checklist?
Chatref routes them to your admissions team in the shared inbox, with the full chat context so your counselor can follow up without starting from scratch.
How quickly can we set this up?
Minutes. Add your move-in checklist and document requirements, place the snippet, and it is live.
Make move-in day about the family, not the paperwork.
Add your move-in checklist to Chatref, place one snippet, and let families prepare at their own pace — free to start.
Part of Chatref for Senior Care Facilities · Healthcare hub · pricing.