Support your patients before, during, and after every virtual visit.
Patients new to virtual care arrive with questions about camera setup, visit links, copays, and scheduling. They need answers now. Chatref answers from your own guides, day and night, so patients reach their provider instead of your hold queue.
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Why this matters
Patient questions pile up faster than your ops team can answer them.
Answer the repeat questions, not more tickets. Chatref answers visit-prep, billing, and scheduling questions from your own guides the moment they are asked, so your ops team stays on the work that matters.
Inbound Patient Queue
Patient questions arrive from phone, web, and walk-in, feeding automatically into a single unified front-desk pipeline.
Practice Knowledge Base
Chatref indexes your scheduling rules, FAQs, and clinic policies, verifying every response against your official documents.
Smart Output Routing
Most patients receive instant answers. Complex or clinical requests are routed directly to your office staff.
Answered Instantly
90%+ of operational, policy, and scheduling questions resolved on the spot.
Warm Staff Handoff
Escalated directly to your clinic team with complete patient query transcripts.
Visit-prep and billing questions arrive from all channels and all hours, converging on Chatref. Chatref answers them from your own telehealth guides, and those answers reach every patient, on every channel and in every language.
The challenge
Patients arrive at their first virtual visit with the same five questions: how do I test my camera, where is my link, what is my copay, how do I send my ID, and what happens next? At peak times your ops team cannot
What goes wrong
Without instant answers, patients miss appointments, support tickets pile up, and your team spends the morning re-booking no-shows instead of handling edge cases. After-hours scheduling or billing questions wait until
The Chatref way
Chatref embeds on your platform's site and app, learns your visit-joining guides, billing FAQs, and scheduling workflows, then answers patient questions instantly – day or night. Complex cases route to your ops team
What you get
Four wins for telehealth platform teams.
The big picture
Keep growing patient volume off your ops team.
Inbound Patient Queue
Patient questions arrive from phone, web, and walk-in, feeding automatically into a single unified front-desk pipeline.
Practice Knowledge Base
Chatref indexes your scheduling rules, FAQs, and clinic policies, verifying every response against your official documents.
Smart Output Routing
Most patients receive instant answers. Complex or clinical requests are routed directly to your office staff.
Answered Instantly
90%+ of operational, policy, and scheduling questions resolved on the spot.
Warm Staff Handoff
Escalated directly to your clinic team with complete patient query transcripts.
As patient volume grows, the gap between what the ops team can handle and what patients need widens. Chatref fills that gap so the team never has to hire for repeat visit-prep questions.
How it works
From your content to a clear patient answer.
Add your visit guides once. Chatref learns them, answers patients day and night, and brings your team in only when a case really needs a person.
Add your visit and billing guides Point Chatref at your visit-prep docs, billing FAQs, and scheduling help pages. It learns them in minutes and stays in sync as you update content.
Chatref learns your platform It indexes everything so it can answer any visit-joining, billing, or scheduling question from your own content – accurately and on brand.
Patients get answers in the moment Questions about camera setup, visit links, copays, and rescheduling resolve instantly, right on your site or patient portal.
Complex cases go to your team When a patient needs a billing specialist or ops liaison, Chatref hands off with full context so your team picks up seamlessly – no re-explaining required.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
More healthcare practices
Explore other sub-industries.
Chatref works the same way across healthcare. See how it fits neighbouring practices.
Real questions
Questions it answers from day one.
How do I test my camera before my video visit?
My visit link says it expired – what do I do?
How much will this appointment cost me?
Can I reschedule my telehealth appointment for tomorrow?
Where can I upload my insurance card before the visit?
I speak Spanish – can I get support in Spanish?
Solutions for telehealth platforms
Solve every patient support job, from signup to follow-up.
From first-visit setup to after-hours billing questions, Chatref answers the questions behind each step. Pick the one your patients get stuck on.
The math
Help that scales with your patient volume, not your ops headcount.
Because you only pay for what you use, costs follow real support work, not seats. As you onboard more patients, Chatref absorbs the visit-prep, billing, and scheduling questions so each ops agent can focus on the cases that truly need a human. Results depend on your platform and content.
- Fewer repeat visit-prep and billing tickets
- Faster onboarding for first-time virtual care patients
- Round-the-clock answers, no night-shift ops staff
- Ops team freed from routine how-to questions
Loved by support teams
Telehealth teams, scaling support without scaling ops staff.
How telehealth platforms use Chatref to answer visit-prep, billing, and scheduling questions before they reach the team.
Chatref took over the camera-setup and visit-link questions that used to fill our queue every morning. Our ops team finally spends their time on the cases that actually need a person, not the same five FAQs on repeat.
First-time patients used to call us before every visit. Now they work through setup on their own and arrive ready. No-shows dropped and our ops team stopped doing tech support.
It answers billing and copay questions from our own content, in our own voice. Most patients cannot tell it apart from the team.
of visit-prep and billing questions answered before they reach the ops team
One agent now covers our English and Spanish patients around the clock, so we retired the after-hours answering service for good.
Can Chatref answer questions about joining a specific virtual visit?
Yes. It answers from your own visit-prep guides, so steps match your platform exactly – camera setup, browser requirements, visit links, and waiting room instructions.
Will it handle after-hours patient questions automatically?
Yes. Chatref runs 24/7. Patients who ask about scheduling, billing, or visit prep outside business hours get instant answers instead of waiting until morning.
Can it collect patient information before a visit?
Yes. Use custom actions to gather visit reason, insurance details, or consent confirmation inside the chat, then pass that data to your scheduling or intake tools.
What happens when a question needs a human ops agent?
Chatref routes the chat to your team's shared inbox with full conversation history already loaded. Your agent picks up where the AI left off – no re-explaining for the patient.
Do we need to write new content to get started?
No. Point Chatref at the visit-prep pages, billing FAQs, and scheduling guides you already have. You can add or update content any time.
Does it support patients who do not speak English?
Yes. Chatref supports up to 11 languages from one knowledge base, so Spanish, Mandarin, and Arabic-speaking patients get the same quality answers without extra content work.
Bring Chatref to your telehealth platforms.
Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.
Part of the Healthcare support hub · see pricing.