Our practice has benefited immensely from Charlotte ConnectWe are seeing more patients than before and we’re able to schedule them sooner while improving their access to care. Our administrative team members have more time to schedule referral appointments and we’ve been able to expand our reach in the community as a result.”

– Cori Beard, Senior Manager of Business Operations, Child & Family Development

Join the party

If you are a patient, please contact your healthcare provider directly. Please do not send any sensitive personal or health information.

Complete the form to let us know you’re interested in using Charlotte Connect.  

Your patient referrals. All on one screen 

The Charlotte Connect platform offers a faster, more convenient online patient referral process for local providers. Every referral that comes in whether via fax or online can be managed from a single screen, allowing you to schedule patients twice as fast and ensure better continuity of care.  

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With Charlotte Connect, healthcare providers can:  

Chat 1:1 in real-time with patients and referring providers 

Share documents 
without using fax or email

Check status of referred patients 

Quickly schedule referred patients

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Keep your practice efficient and your patients happy

Join other local providers on Charlotte Connect, an online referral platform

Celebrate scheduling patients twice as fast

Charlotte Connect Pricing & Packages 


For coordinating with other provider groups



  • Send, receive and track referrals 

  • Online appointment requests from patients & providers 

  • Two-way chat with other provider groups 

  • Document exchange with other provider groups 

  • Referrals analytics 

  • Network Liaison support 

  • Free trial of basic fax integration 

$1 per appointment request

For processing all referrals in one place

Includes Connect Lite and: 

  • Basic fax integration 

  • Insurance verification for all incoming referral requests

  • Scheduling integration directly into PM*


$3 per appointment request

For quicker and more convenient scheduling

Includes Connect Core and: 

  • Premium fax integration 

  • Two-way chat with patients

  • Broadcast messaging to patients

  • Patient self-scheduling from website, text or email* 

  • Direct scheduling for referring providers*


*Available for select PM systems