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Guide patients to the right care setting — before they guess.

Patients are not sure whether to come to you, call their doctor, or go somewhere else. Without guidance, they guess — and often choose wrong. Chatref delivers care-level guidance your team defines, so patients arrive at the right place without confusion.

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Why it matters

The problem this solves.

The challenge

Patients with minor to moderate conditions do not always know whether urgent care, a primary care visit, or another setting is

What it costs

Misdirected visits waste patient time, clog lobbies with cases better handled elsewhere, and push appropriate patients to

The Chatref way

Chatref delivers care-level guidance based on the symptom categories your clinical team defines — routing patients to the right

Patients who arrive with appropriateFewer misdirected visitsAfter-hours guidance without staffReduced high-acuity setting overuse

The Chatref solution

How Chatref handles care-level routing.

Fig. 1 · How Chatref handles care-level routingfrom a confused patient to a correctly directed one

A patient describes their situation in the chat. Chatref matches it to the symptom categories your team defined and provides the appropriate care-level direction — urgent care, primary care, or calling 911 for high-acuity situations.

Real questions

What Chatref answers here.

I have a cut that might need stitches — should I come to you?

My child has had a fever for two days — is that urgent care or the pediatrician?

I twisted my ankle and it is swollen — urgent care or ER?

I have a bad sore throat and no regular doctor — can you help?

Is a possible broken finger something you treat?

I have had a migraine for 12 hours — should I come in?

Loved by support teams

Urgent care teams, routing patients to the right setting before they arrive.

How centers use Chatref to deliver care-level guidance without clinical risk.

We defined our symptom categories once and Chatref has delivered accurate care-level direction thousands of times since. Patients arrive with appropriate conditions and our team handles them efficiently.

Northwind Analytics

After-hours patients used to guess. Now Chatref gives them a direction and most arrive at the right setting the next morning.

Pinehook

The guidance exactly matches what our team defined — no improvisation, no overreach. Parents trust it because it is consistent.

Cardinal CRM
67%

of care-routing questions resolved without a staff member involved

Patients who used to call to ask 'should I come in?' now get a clear answer on the site. Our triage desk gets fewer uncertain walk-ins.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

How does Chatref provide care-level guidance without making clinical recommendations?

Your team defines the symptom categories and the direction for each. Chatref delivers your definitions — it does not interpret symptoms or make clinical judgments.

What happens if a patient describes a high-acuity situation?

Your definitions should include a clear direction for high-acuity situations. Chatref follows whatever your team configures for those cases.

Can we update the care-level definitions without re-training?

Yes. Update the knowledge base document and Chatref reflects the change immediately.

Does this cover pediatric care-level questions?

Yes, if you include pediatric scenario definitions in your content. Chatref handles parent questions the same way.

What conditions does urgent care treat vs. a primary care doctor?

Chatref answers from your services list — explaining what you treat and directing patients to their primary care provider for conditions outside your scope.

How do we phrase the guidance to avoid clinical language?

You write the definitions in plain language. Chatref delivers your exact wording, so the tone stays informational, not clinical.

Can it handle after-hours care-level questions?

Yes. Chatref is live 24/7, so after-hours patients get the same guidance as daytime visitors.

How long does setup take?

Define your symptom categories, add them to the knowledge base, and drop in the widget — typically under two hours.

Give every patient a clear direction before they guess.

Define your care-level categories once, drop in the widget, and let Chatref guide every patient to the right setting — free to start.

Part of Chatref for Urgent Care Centers · Healthcare hub · pricing.