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Turn your RCM website into a 24/7 sales channel.

Practices visit your website, read your services page, and leave without engaging. One snippet of code puts a trained AI widget on every page – qualifying prospects, answering service questions, and booking discovery calls around the clock.

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Take a tour of the product

Why it matters

The problem this solves.

The challenge

Practices land on your RCM website, browse your services, and leave without a next step.

What it costs

Every anonymous exit is a practice that signed with a competitor who responded first.

The Chatref way

One widget turns your website into a live sales channel that qualifies and books calls day and night.

More booked discovery callsFewer anonymous exitsLive on your site within a dayNo sales staff needed overnight

The Chatref solution

How Chatref powers your RCM company website.

Fig. 1 · How Chatref powers your RCM company websitefrom website visitor to booked call

A practice manager lands on your services page. Chatref opens, answers their questions about specialties, integrations, and pricing from your content, asks qualifying questions, and books a discovery call – all without staff involvement. Your sales team arrives each morning with

Real questions

What Chatref answers here.

Do you handle multi-specialty practices?

What EHR systems do you integrate with?

How do you improve our collections rate?

What does your onboarding process look like?

How much does your RCM service cost?

Can I schedule a demo?

Loved by support teams

RCM companies turning website traffic into signed practices.

How revenue cycle management firms use Chatref to convert practice visitors into booked discovery calls.

Our website used to be a brochure. Now Chatref qualifies every visitor, answers their service questions from our own pages, and books the call automatically. Our pipeline tripled in the first quarter without adding a single salesperson.

Northwind Analytics

We added the widget on a Friday. By Monday we had three new discovery calls booked from weekend visitors who would have bounced without it.

Pinehook

It matches our brand exactly and answers in our voice. Practices assume it is a member of our team until they ask and we tell them.

Cardinal CRM

more discovery calls from website visitors after adding the chat widget

Small practices that used to hesitate to call us now chat, get their questions answered, and book – the low-friction entry point changed everything.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

How quickly can an RCM company get a chat widget live on its website?

Most companies are live within a day. Add your service pages and qualifying flow, drop one snippet on your site, and test before switching it on.

Can the widget be styled to match our RCM company brand?

Yes. Apply your logo, brand colours, and tone in the customization settings so the widget feels native to your site.

Which pages should we add the widget to?

Start with your services, specialties, and pricing pages – the highest-intent pages where practice managers are actively evaluating your offering.

Can it route different types of visitors differently?

Yes. Use custom actions to send new practice leads to your CRM and existing client questions to the shared inbox, based on how the visitor identifies themselves in chat.

Does it work for RCM companies of any size?

Yes. The pay-as-you-go model means a small boutique billing firm pays the same rate per conversation as a large RCM company – costs follow actual usage.

Turn your RCM website into your best salesperson.

Point Chatref at your service pages, drop one snippet on your site, and let it qualify and book practice leads around the clock – free to start.

Part of Chatref for Medical Billing Services · Healthcare hub · pricing.