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.  

Easily manage patient referrals from one screen.

The Charlotte Connect platform is a healthcare referral management solution that offers a faster, more convenient way to send, track and receive referrals. Whether via fax or online, every referral that comes in can be managed from a single screen. That means scheduling referred patients twice as fast, improving patient access and ensuring better continuity of care.

* Required field

By submitting this form, you agree to Phreesia's Privacy Policy.

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

© 2021 Phreesia™ 

GET STARTED FOR FREE

Improve patient access and simplify your referral management.

Join a local provider network on Charlotte Connect, an online referral platform.

Cut your patient referral scheduling time in half

Charlotte Connect Pricing & Packages 

Lite

For coordinating with other provider groups

FREE

$1 per appointment request

For processing all referrals in one place

Core

$3 per appointment request

For quicker and more convenient scheduling

Plus

*Available for select PM systems 

Send, receive and track referrals in Appointments Hub 

Online appointment request form for patients and providers

Two-way chat with other providers  

Document exchange with other providers

Analytics on referral sources and trends 

Network Liaison support for referring providers

Basic fax integration into Hub 
(manual upload, processed in 24 hours or less) 

Insurance verification for all incoming referral requests

Scheduling integration from Hub directly into PM*  

Premium fax integration into Hub 
(processed in 3 hours or less)  

Two-way chat with patients in Hub

Broadcast messaging to patients in Hub (coming soon)

Patient self-scheduling from website, text or email*  

Direct scheduling for referring providers* 

Charlotte Connect Pricing & Packages 

LITE

For coordinating with other provider groups

FREE

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 

Includes:

$1 per appointment request

Includes Connect Lite and: 

For processing all referrals in one place

CORE

Basic fax integration 

Insurance verification for all incoming referral requests

Scheduling integration directly into PM*

$3 per appointment request

Includes Connect Core and: 

For quicker and more convenient scheduling

PLUS

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