Walk new families through intake before they pick up the phone.
New patient families have the same questions every time – insurance, paperwork, first-visit prep. Chatref answers them in chat and captures family details as a warm lead for your team.
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Why it matters
The problem this solves.
The challenge
Every new patient family asks the same set of intake questions. Answering them one at a time on the phone consumes front desk
What it costs
Families who can't get through to ask intake questions choose a different practice. A busy phone line at the wrong moment can
The Chatref way
Chatref walks new families through your intake process, answers insurance and paperwork questions, and captures their contact
The Chatref solution
How Chatref onboards new patient families.
A parent finds your practice online and asks if you're accepting new patients. Chatref confirms from your content, answers their insurance and intake questions, and captures the child's age and their contact details. A complete lead reaches your team before the parent ever calls.
Real questions
What Chatref answers here.
Are you accepting new patients? My baby is 3 weeks old.
What do I bring to the first well-child visit?
Do you take Medicaid for pediatric patients?
How do I register as a new patient at a pediatric practice?
What paperwork do I need to fill out before the first visit?
Do you accept my insurance plan for my child's care?
Loved by support teams
Pediatric practices, turning website visits into new patient families.
How pediatric teams use Chatref to guide new families through intake and capture their details before the first call.
New families used to call three times before the first visit – once to ask about insurance, once to ask about paperwork, once to book. Chatref answers the first two and captures their info. Our team just needs to make the booking call.
A newborn family found us online at 11 pm, asked about intake, and left their details. We called back at 9 am and booked them immediately.
New families get intake answers that match what we actually do. They arrive at the first visit with the right paperwork and no surprises.
of new patient inquiries captured as complete leads before the first call
Spanish-speaking families go through the same intake process in their language. They arrive prepared and our team doesn't need to re-explain everything at the door.
What do I need to bring to my child's first appointment?
Chatref answers that from your practice's own intake instructions – insurance card, photo ID, immunization records, and any forms you've documented. The answer matches exactly what you tell families.
How do I register as a new patient at a pediatric practice?
Chatref walks new families through your intake steps – forms, insurance verification, and first-visit prep – and captures their contact details for your team.
Does Chatref verify insurance eligibility?
No. Chatref answers which insurances your practice accepts based on your content. Eligibility verification happens through your normal billing process.
What happens to the contact details Chatref collects?
They land in your shared inbox for your team to follow up. Chatref captures the details; your team makes the booking call.
Can Chatref handle new patient questions at any hour?
Yes. A family that finds your practice at 10 pm can go through the full intake Q&A and leave their details. Your team follows up during office hours.
How do we set up new patient onboarding in Chatref?
Add your intake FAQ, accepted insurance list, and first-visit prep guide to your knowledge base. Chatref learns them and answers new families immediately.
Turn website visits into new patient families.
Add your intake content to Chatref, drop one snippet on your site, and let new families get their questions answered and leave their details at any hour – free to start.
Part of Chatref for Pediatric Care · Healthcare hub · pricing.