Complete intake before the visit starts.
Incomplete records slow every session. Chatref collects visit reason, insurance details, and consent forms through a guided chat so providers start with everything they need.
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Why it matters
The problem this solves.
The challenge
Providers need complete intake information before a visit, but patients skip or misplace intake forms.
What it costs
Incomplete records mean providers spend the first minutes of every visit collecting information.
The Chatref way
Chatref guides patients through intake questions in a chat before the visit, collecting what the provider needs.
The Chatref solution
How Chatref handles pre-visit intake.
Before their visit, a patient answers guided chat questions about visit reason, insurance details, and consent. Chatref collects each answer using custom actions and passes the data to your intake or scheduling system – record complete before the session starts.
Real questions
What Chatref answers here.
What do I need to fill out before my telehealth appointment?
How do I submit my insurance information before a virtual visit?
Where do I upload a photo of my insurance card?
What consent forms do I need to sign?
How do I describe my visit reason?
Can I update my pharmacy preference before my appointment?
Loved by support teams
Telehealth teams, arriving at every session with complete records.
How platforms use Chatref to collect intake information before the visit clock starts.
Providers used to spend the first few minutes of every visit gathering information the patient had been asked for already. Chatref collects it beforehand and now sessions start on time with everything in place.
Insurance information used to come in incomplete. Now Chatref guides patients through each field and records arrive complete before the session.
Consent collection went from a friction point to a seamless part of the pre-visit experience. Patients complete it in the chat without calling us.
of intake records completed before the visit without ops follow-up
Our admin overhead for intake dropped sharply. Chatref handles the guided collection and our team only follows up on the exceptions.
Can Chatref collect insurance details and pass them to our system?
Yes. Custom actions let you collect structured data in chat and send it to your intake or scheduling tools.
Does it handle consent collection?
Chatref records the patient's confirmation in the chat log. Your team defines the consent language and what counts as agreement.
What if a patient skips intake before the visit?
Chatref can prompt them again via your portal or widget and route incomplete records to your admin team with context.
How long does it take to configure the intake questions?
You set up custom actions with your intake fields once. Changes take effect immediately with no code changes needed.
Start every virtual visit with complete records.
Set up Chatref's intake collection in minutes – drop in one snippet and let it guide every patient through pre-visit info – free to start.
Part of Chatref for Telehealth Platforms · Healthcare hub · pricing.