Give referral sources a faster path than the phone.
Discharge planners and social workers refer to the agency that's easiest to work with. Chatref gives them a structured, no-hold-time referral path directly from your website — any hour, any day.
Featured on
Why it matters
The problem this solves.
The challenge
Referral sources have to call, leave a voicemail, and wait — a friction-heavy process that sends cases to faster competitors.
What it costs
Every referral that goes to voicemail is a case your coordinator has to chase — often too late.
The Chatref way
Chatref gives referral sources a structured in-chat path to submit patient details any hour — no hold time.
The Chatref solution
How Chatref serves referral sources.
A discharge planner visits your website to refer a patient being discharged tomorrow. Chatref walks them through a structured submission — patient name, diagnosis summary, discharge date, and contact info. The coordinator receives a complete file in the shared inbox.
Real questions
What Chatref answers here.
How do I submit a referral to your agency online?
What information do you need to process a home health referral?
What happens after I refer a patient to your agency?
How quickly can your agency start care after a hospital discharge?
Does your agency accept clients in this county?
Who do I contact if I have questions about a referral I submitted?
Loved by support teams
Home health agencies, building referral source loyalty with faster submissions.
How agencies use Chatref to give discharge planners and social workers a faster, easier way to refer patients.
Discharge planners told us they referred to other agencies because submitting to us was too slow. Since we added Chatref, they submit online in two minutes — and we're consistently the first to respond.
Social workers now submit referrals through the widget at any hour. Our referral source retention improved in the first quarter.
The structured in-chat submission means we receive complete referral details — not a voicemail with a name and a callback number.
of referral source submissions received as complete structured intake files
Physicians' offices prefer submitting through the widget to navigating a fax or phone hold. Our referral volume from that channel increased.
What information can Chatref collect from a referral source?
Whatever your intake requires — patient name, diagnosis summary, discharge date, referral source contact, and insurance details. You configure the fields.
Will discharge planners find this easier than calling?
Most do — they submit in under two minutes without hold time or voicemail, and they receive an immediate acknowledgment.
How does my intake team receive the referral details?
Every referral lands in your shared inbox as a structured note with the full conversation — ready for coordinator follow-up.
Can referral sources ask questions about our services and coverage area?
Yes. Chatref answers referral source questions from your agency guides before guiding them through the submission.
Is this HIPAA-compliant?
Review Chatref's security and BAA documentation with your compliance team before deploying for referral intake.
Make your agency the easiest referral in the community.
Configure your referral intake fields, drop in one snippet, and give every referral source a faster path than the phone — free to start.
Part of Chatref for Home Healthcare · Healthcare hub · pricing.