Turn website visitors into onboarded patients.
A prospective patient who finds your pharmacy website has already made the first move. Chatref welcomes them, answers their first-visit questions, collects their transfer details, and hands your team a warm lead — all before the patient walks through the door.
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Why it matters
The problem this solves.
The challenge
New patients who visit your pharmacy website often leave without contacting you — they couldn't find answers to basic questions
What it costs
Every unanswered first-visit question is a prospective patient who bounces to a competitor's site. Independent pharmacies can't
The Chatref way
A new patient onboarding flow answers first-visit questions, collects transfer details, and captures contact information —
The Chatref solution
New Patient Welcome & Capture Flow.
Chatref's new patient flow answers common first-visit questions — accepted insurances, transfer process, location, hours — then guides the prospective patient through a lead-capture step that collects their contact details and transfer preferences. Your team receives a warm
Real questions
What Chatref answers here.
Do you accept my insurance plan?
How do I transfer my prescriptions to your pharmacy?
What do I need to bring on my first visit?
Are you accepting new patients right now?
How long does the transfer process take?
Do you offer free delivery for new patients?
Under the hood
The features that power it.
Loved by support teams
Pharmacies converting website visitors into patients.
Independent pharmacies use Chatref to turn new patient interest into structured leads — without waiting for a phone call.
New patient onboarding was entirely phone-driven before Chatref. Now prospective patients answer our questions through chat before they ever call — and our welcome calls are warm. The conversion rate has improved meaningfully.
We were losing new patients at the website stage — they couldn't find whether we accepted their plan or how transfers worked. The chat widget answered those questions and collected their details. Simple fix, real impact.
The lead-capture flow gives us everything we need to start a transfer — current pharmacy, medication list, contact info. Our welcome call is a confirmation, not an intake interview.
more new patient leads captured versus web form alone
After-hours new patient capture was a gap we didn't know we had. Chatref captures prospective patients at 10 pm who found us on a pharmacy comparison site. We follow up in the morning.
What first-visit questions can the onboarding chat answer?
Accepted insurance plans, how to transfer prescriptions, first-visit requirements, location and hours, and what services the pharmacy offers — all from your knowledge base.
What information does the lead-capture flow collect?
The patient's name, contact number, current pharmacy name, and a list of medications to transfer. You can add fields — preferred contact time, language preference — to match your onboarding process.
Where does the captured lead go after the chat ends?
Completed leads route to your shared inbox with a notification to your team — so the welcome call can happen within the same business day.
Can the widget capture new patient leads after hours?
Yes. AI agents keep the widget live 24/7. A prospective patient who finds your site at 9 pm completes the onboarding flow — your team follows up in the morning.
Can the onboarding flow work in multiple languages?
Yes. Multilingual support means a Spanish or Vietnamese-speaking prospective patient completes the same onboarding flow in their language — with the same structured lead delivered to your team.
Can the chat answer questions about specific insurance plans?
Yes, if your knowledge base includes your accepted plans. For plan-specific coverage questions that vary by individual, the widget routes to a staff member who can verify directly.
Convert more website visitors into onboarded patients.
See how Chatref answers first-visit questions and captures new patient leads — any hour, fully structured.
Part of Chatref for Pharmacies & Drugstores · Healthcare hub · pricing.