Make transferring to your pharmacy effortless.
Patients who want to switch to your pharmacy shouldn't have to navigate a hold queue to do it. Chatref walks them through the transfer process, collects every required detail, and hands your team a structured request ready to action — in under two minutes.
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Why it matters
The problem this solves.
The challenge
Patients who want to transfer a prescription often give up when they reach a busy signal or a long hold. The easiest win in
What it costs
Every abandoned transfer attempt is a patient who stays at the chain with the shortest hold time. Your pharmacy loses both the
The Chatref way
A chat-based transfer flow collects the patient's info and current pharmacy details, then routes a complete, structured request
The Chatref solution
Guided Transfer Request Flow.
Chatref guides the patient through the transfer request step by step — collecting their name, date of birth, current pharmacy name and phone number, and medication details. The result is a complete, structured task your team can action without a single follow-up call.
Real questions
What Chatref answers here.
I want to transfer my prescription from Walgreens
How do I switch my prescriptions to your pharmacy?
Can I transfer multiple medications at once?
How long does a transfer take to go through?
My doctor already sent the script — can I still transfer?
What information do you need from my current pharmacy?
Loved by support teams
Pharmacies winning more transfer patients.
Community pharmacies use Chatref to capture transfer requests that would have gone to voicemail — or to a competitor.
Transfer requests used to require a callback to get all the details. Now patients complete the whole flow through chat and we start the transfer with everything we need. It cut our transfer processing time significantly.
We used to lose transfers after hours all the time. Now the chat captures the full request and we action it first thing in the morning. We've won back patients we would never have known about.
The structured request means no callbacks. We get the patient's current pharmacy, their medication list, and their contact info — complete, in one task. It made a real difference.
average time to complete a transfer request via chat
Prescription transfer chat is one of those features that sounds simple but changes the daily rhythm. Our front desk doesn't chase incomplete transfer info anymore.
What information does the transfer flow collect from the patient?
The flow collects the patient's name, date of birth, current pharmacy name and phone number, and the medications to transfer. You can add fields to match your intake process.
Can a patient transfer multiple medications at once?
Yes. The flow supports listing multiple medications in a single request — each one captured in the same structured task sent to your team.
Does the widget process the transfer itself?
No. The widget collects the patient's request and routes it to your team as a structured task. Your pharmacist contacts the originating pharmacy and completes the transfer through normal channels.
Can patients initiate a transfer after hours?
Yes. The widget is available 24/7. Patients can start a transfer request at any hour — your team receives the completed task when they open the next morning.
Where does the completed transfer request go?
Completed requests route to your shared inbox, an email notification, or a webhook to your pharmacy system — depending on your integration configuration.
Can the widget answer questions about the transfer process?
Yes. The knowledge base covers common transfer questions — timelines, what information is needed, how to transfer controlled medications — so patients get answers before they even start the request
Make switching to your pharmacy the easiest choice.
See how Chatref captures transfer requests — any hour, every detail included.
Part of Chatref for Pharmacies & Drugstores · Healthcare hub · pricing.