Get every new client to the right clinician, automatically.
In a group practice, matching a prospective client to the right therapist takes time your coordinator doesn't have. Chatref asks the right questions, routes the inquiry to the right clinician, and captures the lead – before a human ever gets involved.
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Why it matters
The problem this solves.
The challenge
Group practices receive inquiries for multiple clinicians with different specialties, modalities, and availability.
What it costs
Coordinators spend time matching each inquiry to the right clinician – time that compounds across dozens of calls a week.
The Chatref way
Chatref gathers the intake information, routes the inquiry to the right clinician's workspace, and captures the lead – with no
The Chatref solution
How Chatref routes group practice intake.
A prospective client asks about availability. Chatref gathers their needs – specialty preference, age group, modality – and routes the inquiry to the right clinician's workspace, captured and tagged for your coordinator.
Real questions
What Chatref answers here.
Do you have a therapist who specializes in anxiety?
Which of your clinicians work with teenagers?
Do you have someone available on evenings?
Is there a therapist who uses EMDR at your practice?
Do you have a bilingual clinician?
Which locations do you have availability at?
Loved by support teams
Group practices, routing every inquiry to the right clinician.
How multi-clinician practices use Chatref to automate intake triage.
We have twelve clinicians with different specialties and schedules. Chatref gathers the client's needs and routes the inquiry to the right person before our coordinator even opens her inbox. It has cut our intake triage time by more than half.
Each clinician has their own workspace. Clients get accurate answers about the right therapist for them, not a generic practice response.
Our coordinator used to spend two hours a day matching inquiries to clinicians. Now she reviews tagged, pre-matched leads and schedules.
reduction in coordinator time spent on intake triage
Inquiries from our three locations are all captured and routed correctly. We haven't missed one since we switched.
How does Chatref handle routing across multiple therapists with different specialties?
Each clinician or specialty group gets its own workspace in Chatref, with its own knowledge base content. The widget gathers the client's needs and routes the conversation to the right workspace.
Can the widget show different information for different clinicians in a group practice?
Yes. Each workspace has its own content, so the answers are accurate for that specific clinician or specialty group.
Does it work across multiple locations?
Yes. You can run separate workspaces for each location under one account, each with its own knowledge base and routing rules.
What happens to the lead after it's routed?
It lands in the relevant clinician's shared inbox, tagged and with full conversation context, ready for your coordinator to follow up.
How do we update clinician availability or specialties?
Update the knowledge base content for that workspace and the change is live immediately.
How quickly can a group practice go live?
Most group practices have their first workspace live within an hour. Adding additional clinician workspaces takes minutes each.
Route every new-client inquiry to the right clinician.
Set up workspaces for your clinicians, drop in one script tag, and Chatref handles the triage – free to start.
Part of Chatref for Mental Health Services · Healthcare hub · pricing.