Know who is calling before you pick up the phone.
A new-patient call is 10 minutes of asking the same intake questions every time. Chatref collects those details in chat first — name, contact info, reason for visit — so your front desk starts the call ready to book, not ready to ask.
Featured on
Why it matters
The problem this solves.
The challenge
Every new-patient enquiry starts with the same intake questions, consuming valuable front desk time before the booking even
What it costs
Staff spend the first half of every new-patient call on basic qualification, and enquiries that arrive outside hours go
The Chatref way
Chatref collects the intake details in chat before the first call — so your front desk picks up already knowing who they're
The Chatref solution
How Chatref captures pre-visit details.
A prospective patient visits your site and asks about booking. Chatref answers their questions, then collects name, contact details, and reason for visit through a natural conversation. Your front desk sees a complete lead in the shared inbox — ready to convert.
Real questions
What Chatref answers here.
What information do I need to provide before my first chiropractic appointment?
Can I fill out my intake forms online before I arrive?
How do I submit my insurance information in advance?
What should I tell the chiropractor about my condition before my first visit?
Can I tell you why I'm coming in before I book?
How do I get in touch to book my first appointment?
Loved by support teams
Chiropractic front desks starting every new-patient call prepared.
How practices use Chatref to collect intake details before the first call.
Our front desk used to spend the first five minutes of every new-patient call asking for a name and reason for visit. Chatref collects that on the site first. The call is twice as fast and ends with a booked appointment.
After-hours enquiries now arrive in our inbox with all the intake details already filled in. We just call and confirm.
The leads are already qualified when they arrive. We spend the call booking, not questioning.
faster new-patient call-to-booking when intake is captured in advance
We customised the intake questions to match our specific form. Setup took an afternoon.
Which intake fields can Chatref collect?
Name, contact information, reason for visit, insurance provider, and any other fields you configure. You set the flow to match your existing intake process.
Where do the collected details go?
They appear in your Chatref shared inbox, tagged by conversation type, ready for your team to follow up.
Does it replace my intake forms?
No — it is a pre-call step that collects the basics so your team can prepare. Full intake forms still happen at or before the first visit.
Can it collect details after hours?
Yes. It runs continuously on your site so it captures enquiries at any hour and queues them for your morning follow-up.
Can I customise what it asks and in what order?
Yes. You control the flow — which questions to ask, in what order, and what happens after each answer.
How quickly can we go live?
Minutes. Configure your intake flow, drop the snippet on your site, and it captures leads from the first visit.
Start every new-patient call prepared to book.
Configure your intake flow in Chatref, drop one snippet on your site, and let it collect patient details before the first call — free to start.
Part of Chatref for Chiropractic Care · Healthcare hub · pricing.