Get first-time patients ready before their visit starts.
New patients hit a wall at account creation, ID upload, and visit prep. Chatref walks them through every step from your own guides so they arrive confident, not confused.
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Why it matters
The problem this solves.
The challenge
First-time patients must complete setup before they see any value from virtual care.
What it costs
Incomplete accounts and skipped prep steps cause no-shows and same-day support spikes.
The Chatref way
Chatref answers each setup question from your guides, step by step, the moment it comes up.
The Chatref solution
How Chatref handles patient onboarding.
A new patient signs up and hits questions about ID upload, consent forms, or visit-prep steps. Chatref answers each question from your onboarding guide, the patient completes setup, and arrives at their virtual visit ready to go.
Real questions
What Chatref answers here.
What do I need to complete before my first appointment?
How do I upload a photo of my ID to the platform?
Where do I find my visit link?
How do I test my camera and microphone?
What consent forms do I need to sign before my visit?
How do I add a dependent to my account?
Loved by support teams
Telehealth teams, turning confused signups into ready patients.
How platforms use Chatref to answer onboarding questions the moment they come up.
First-time patients used to call us before every visit asking the same setup questions. Chatref now handles all of that from our own guides and most patients complete setup without us touching a single ticket.
New patients now finish account setup the same day they sign up. No-shows from incomplete accounts dropped immediately.
It answers ID upload and consent questions in our own words. Patients trust the steps because they match exactly what they see on screen.
of onboarding questions answered before they reach the ops team
Our Spanish-speaking patients get the same onboarding quality as English speakers – from the same knowledge base, no extra content.
Can it walk patients through ID verification step by step?
Yes. It follows your own ID upload guide so the steps match your platform exactly.
Does it help with consent forms and intake documents?
Yes. It can explain what each form is for and guide patients to the right place to sign or submit.
What happens if a patient gets stuck mid-setup?
Chatref answers the specific question and keeps the patient moving. If it cannot resolve the issue, it routes to your ops team with the full chat context.
How fast can we go live?
Minutes. Point Chatref at your onboarding guides, drop one snippet on your signup page, and it is live.
Make first-visit setup the easy part of joining your platform.
Point Chatref at your onboarding guides, drop in one snippet, and let it walk every new patient through setup – free to start.
Part of Chatref for Telehealth Platforms · Healthcare hub · pricing.