Conneqt Patient Referral

Find nearby medical facilities and refer patients for the case you are viewing.

Conneqt Patient Referral — refer injured clients to care without leaving the case file Conneqt Patient Referral opens as a Chrome side panel beside your case management system and turns provider search, referral, and follow-up into a few clicks. It recognizes the case you're viewing, finds medical providers near your client, and records the referral in Conneqt automatically — no phone calls, no re-typing client details, no switching tabs. WHAT'S NEW IN THIS VERSION - Patient-choice referrals. Instead of picking the provider yourself, send your client a secure map link by text or email and let them choose the facility that works for them. Their selection flows straight back into the case. - "Not finding what you're looking for?" If no provider in the directory fits, submit the specialty you actually need — either from the service list or in your own words — and Conneqt's team begins sourcing a provider for that request. - Case file workspace. Review medical history and appointment status, upload records and documents, read provider messages, and assign the case manager, all in the panel. - Smarter proximity. Results are ranked by real driving distance and time rather than straight-line mileage, so the closest option on the map is the closest option in practice. - Sharper filtering. Narrow the directory by service type and by languages spoken at the facility, then adjust the search radius around any address on the case. - Telemedicine awareness. For firms that require a telemedicine consult first, the panel surfaces the right providers for that workflow. CORE FEATURES - Automatic case detection from the case management tab you already have open - Searchable directory of Conneqt medical providers on an interactive map - One-click referral that writes the appointment back to the case - Secure patient-facing map link for client-selected referrals - Document upload and retrieval against the case file - Medical history and appointment tracking in context - Provider contact details and case manager assignment HOW IT WORKS 1. Open a case in your case management system. 2. Click the Conneqt icon to open the side panel and sign in with your firm credentials. 3. The panel loads the client's address and case details automatically. 4. Filter by specialty, language, and distance to find the right provider. 5. Refer directly, or share a map link and let the client choose. 6. The referral, provider, and status are recorded in Conneqt for the whole team. WHO IT'S FOR Personal injury law firms that want referrals handled in seconds inside their existing workflow, with a clear record of who was referred where, and when. SUPPORTED PLATFORMS - Filevine Support for additional case management systems is actively in development.