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Add an AI Patient Layer to Your Dental PMS

Dentrix and Eaglesoft manage your schedule. Chatref handles the patient conversations that happen before a patient ever reaches your front desk.

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Take a tour of the product

Why it matters

The problem this solves.

The gap your PMS doesn't fill

Practice management software is built for scheduling, billing, and clinical records. It does not answer patient questions on your

What falls through

Patients who cannot get a quick answer from your website move on. New patients who don't know what to bring arrive unprepared

The layer that bridges the gap

Chatref adds a patient-facing conversation layer on top of your existing setup. It answers questions from your content, routes

Patient questions answered before theyBooking requests routed to yourNew-patient intake guided in chatWorks alongside Dentrix, Eaglesoft, or

The Chatref solution

Website chat layer that sits above your PMS.

Fig. 1 · Website chat layer that sits above your PMSChatref + your existing PMS

Chatref lives on your public-facing website. It answers patient questions, collects intake details, and routes appointment requests to your scheduling workflow — without touching your PMS data or requiring a direct API connection.

Real questions

What Chatref answers here.

How do I book a new patient appointment?

What should I bring to my first visit?

Do you use Dentrix for scheduling?

Can I fill out intake forms online?

What information do you need to book an appointment?

Do you accept walk-in patients?

Loved by support teams

Practices that added a patient conversation layer without replacing their PMS.

Chatref works alongside the software your practice already runs.

We didn't want to replace Dentrix. We wanted patients to get answers before they called us. Chatref did exactly that — live in a day.

Northwind Analytics

Our scheduling link is in Chatref now. Patients find it immediately instead of hunting through the website.

Pinehook

New patients arrive knowing what to bring and with their insurance question already answered. That's all Chatref.

Cardinal CRM
74%

of patient questions answered before they reach the front desk

We were worried it would require an IT project. It was a snippet in the site header and we were done.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Does Chatref integrate directly with Dentrix or Eaglesoft?

Not at launch. Chatref sits on your website and routes booking requests to your existing scheduling link or NexHealth page. Deeper PMS integration is on the roadmap.

Will Chatref interfere with our current patient portal?

No. Chatref is a widget on your public website. It complements your patient portal — answering pre-visit questions and directing patients to log in for records, forms, or messaging.

Can Chatref send patients to our online booking page?

Yes. You configure a booking link during setup. Chatref routes appointment requests there automatically — whether that's NexHealth, your practice's own scheduler, or a simple contact form.

What if we switch PMS in the future?

Chatref is independent of your PMS. Update the booking link in your Chatref settings and everything else stays the same.

How is Chatref different from a patient communication platform like Weave?

Weave replaces or supplements your phone system. Chatref is a website-native AI layer — no hardware, no phone system change. It answers patient questions from your content before they ever pick up

Add a patient conversation layer to your practice — in a day.

Chatref works alongside your existing PMS. No integration project. No IT ticket. Just patients who arrive more prepared.

Part of Chatref for Dental Practices · Healthcare hub · pricing.