A chat widget designed to keep PHI out of the conversation.
Therapy practices need to answer public questions without exposing clinical data. Chatref is built to answer your public FAQs and capture basic contact details – clinical history and intake forms stay in your secure EHR, where they belong.
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Why it matters
The problem this solves.
The challenge
Therapy practices need a way to answer new-client questions online without creating a channel that collects clinical or health
What it costs
Using a generic chat tool risks visitors sharing clinical details in an unsecured channel, creating unnecessary exposure for your
The Chatref way
Chatref answers public questions about your practice and collects only basic contact details. Clinical information stays in your
The Chatref solution
How Chatref keeps clinical data out of the chat.
A visitor asks about your specialties and fees. Chatref answers from your practice content and captures their name and contact info. When they are ready to start, they are directed to your secure EHR intake portal – clinical data never enters the chat.
Real questions
What Chatref answers here.
What is your fee per session?
Do you offer a sliding scale?
What specialties do you focus on?
How do I start as a new client?
Where is your intake form?
Do you offer telehealth sessions?
Loved by support teams
Therapy practices, answering public questions without exposing clinical data.
How practices use Chatref to handle their public website chat responsibly.
Our clinical director was clear: no client health information in the chat, ever. Chatref is built for exactly that. It answers practice questions and captures basic contact info, and everything clinical goes through our EHR intake portal.
We reviewed Chatref's data handling carefully before deploying. It was the only tool that was designed from the start to stay outside the clinical data boundary.
The widget looks and feels like part of our site. Clients trust it because it matches our brand and asks only what it needs.
PHI fields collected in the public chat widget – by design
Setup was straightforward and the data boundary between Chatref and our EHR is exactly where we need it to be.
Is Chatref HIPAA compliant?
Chatref is designed to operate outside the clinical data boundary – it answers public practice questions and captures only basic contact details. For a formal HIPAA compliance assessment, consult
What types of client data does the chatbot store or transmit?
Chatref captures the visitor's name, contact details, and the content of the chat conversation. It is not designed to collect clinical history, symptoms, health conditions, or intake information.
Can I prevent visitors from sharing health information in the chat?
You can add a note in the widget greeting that directs clinical questions to your secure EHR intake portal. Chatref's knowledge base is also focused on practice information, not clinical topics.
How does the widget connect to my EHR intake portal?
Chatref does not connect directly to your EHR. It captures basic contact details and can include a link to your secure intake portal in the conversation.
Can I customize how the widget looks on my site?
Yes. You can match the widget to your practice's colors, name, and greeting without writing any code.
Who can see the chat conversations?
Your team members with access to the shared inbox can see every conversation. You control who has access.
Answer public questions without touching clinical data.
Load your practice FAQs, configure your data boundaries, and deploy Chatref on your site – free to start.
Part of Chatref for Mental Health Services · Healthcare hub · pricing.