Receive complete intake records before the patient arrives.
Paper clipboards at check-in slow every new patient visit. Chatref sends the intake link the moment a patient books — staff get complete records, patients skip the wait.
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Why it matters
The problem this solves.
The challenge
New patient intake forms arrive on paper clipboards at check-in, forcing staff to retype data and creating 15–20 minute
What it costs
Rooms sit idle while staff process paperwork, schedules run late, and patients sitting in the waiting room get frustrated before
The Chatref way
Chatref sends the intake link the moment a patient books and follows up 24 hours before the visit. Staff receive completed forms
The Chatref solution
How Chatref automates dermatology intake.
A new patient books an appointment. Chatref immediately sends an intake link via the widget or messaging channel. A reminder follows 24 hours before the visit. Staff receive the completed form before the patient arrives — no retyping, no clipboard.
Real questions
What Chatref answers here.
Can I complete my intake forms before I arrive?
Do I need to fill in a new patient form online?
I booked an appointment — will you send me the paperwork?
How do I submit my medical history before my visit?
Can I list my current skincare products in advance?
Will you remind me to complete the forms before my appointment?
Loved by support teams
Dermatology practices eliminating clipboard delays.
How practices use Chatref to deliver intake forms before the visit — and start every appointment on time.
New patient visits used to start 15 minutes late because of clipboard paperwork. Now intake arrives before the patient does and our rooms run on time.
Patients love submitting their history from home. Staff love not retyping it at the desk.
The 24-hour reminder nudge means almost every patient completes intake before arriving. It changed how our mornings run.
of new patients complete intake before their appointment
We serve patients in Spanish and English from the same widget. Intake completion rates are up across both groups.
When does Chatref send the intake link?
The moment a patient books. Chatref also sends a follow-up reminder 24 hours before the visit to maximise completion rates.
Can patients complete intake on a mobile device?
Yes — the intake link works on any device. Patients can fill it in from their phone at home without needing a computer.
Does it work with our existing intake forms?
Chatref sends a link to your existing digital intake form — it does not replace your system, it just makes sure patients receive and complete it before they arrive.
What if a patient does not complete the form?
Chatref sends a reminder automatically. Your staff are flagged if the form is still incomplete the morning of the appointment.
How quickly can we set this up?
Minutes — add your intake link, configure the trigger, and Chatref starts sending forms to every new booking.
End the clipboard. Start every visit on time.
Add your intake link, drop in one snippet, and let Chatref deliver completed patient records before every new visit — free to start.
Part of Chatref for Dermatology Practices · Healthcare hub · pricing.