How long does implementation typically take?

Full implementation, including EHR integration, workflow configuration, and staff training, typically takes 9 to 10 weeks. Standalone deployments without EHR integration can go live in 3 to 4 weeks for smaller networks.

Do our care coordinators need to be tech-savvy to use it?

No. GridSocial is designed for frontline healthcare and social care teams. If your staff can use email and complete patient forms, they can use the platform with minimal training.

Is the platform scalable as our patient population grows?

Yes. GridSocial uses a multi-tenant architecture designed to scale across programs, locations, and care networks while maintaining performance and reliability.

What happens if a referral requires reassignment or additional support?

Authorized users can reassign referrals, collaborate with care teams, and continue coordination through shared workflows and real-time visibility.

What if our organization has never used a referral management tool before?

GridSocial includes implementation support, workflow configuration, onboarding, and staff training to help organizations successfully adopt closed-loop referral management.

What if our staff forgets to update referral statuses regularly?

GridSocial provides automated reminders, notifications, and overdue referral alerts to help teams keep referral records current and complete.

Closed Loop
Referral System

Connects patients to healthcare and community services through a verified two-way referral network. When a provider identifies a patient need, whether clinical or non-clinical, they refer the patient to another specialist or community Partner.

Book a demo See how it works

Medical referrals. Social referrals. In one platform.

Whether a patient needs a specialist or a community resource, sending the referral is only the beginning. GridSocial keeps every step visible until care or services are completed.

Doctor greeting a patient with a handshake in a clinic

Medical referrals

Specialty, diagnostics
and follow-up

Provider database matching, insurance preauthorization and AI scheduling for specialty appointments — with the clinical note written back into the referring provider's EHR.

Best-fit provider match in seconds
Eligibility and prior authorization checked before the referral is sent
Clinical note follow-up and return coordination

Provider database matchingSearch and match across the provider network.

AI Match AssistantBest-fit provider or partner in seconds.

Insurance preauthorization checkCoverage verified and authorized before the visit.

AI agentic caller schedulingConfirms availability & schedules appointment.

Read & write back across EHRsStatus & outcomes in the record.

Person using a phone with a connected network overlay

Social referrals

Housing, food,
transport & SDOH.

Identify social needs, connect patients to community partners and close the loop when the partner confirms the person was served.

SDOH assessment through smart forms
Partner matching by need and geography
Confirmed service delivery and outcomes

SDOH assessmentCapture needs via smart forms.

Care team collaborationCoordinate across clinical and social teams.

Referral trackingCreation to closure, in real time.

Predictive analytics & reportingOutcomes & utilization dashboards.

Outcome measurement & closed-loop confirmationConfirm results and close the loop.

Works with any EHR. Deployed in 2 weeks.

Bi-directional read and write-back, plus standalone deployment for partners without an EHR.

EHR integration

WHY GRIDSOCIAL?

One network. 6,000 referrals a month. Below is the same workload run two ways — by coordinators alone, and with GridSocial AI handling the repeatable calls.

Same team. 5× more referrals moved.

REFERRALS ONE COORDINATOR CAN CARRY EACH MONTH

Working manuallyEvery call, check and note done by hand

561

With GridSocial AIAI runs the routine calls; the coordinator handles exceptions

3,000

CAPACITY INCREASE

435%

More referrals handled per coordinator, with the same headcount.

PRODUCTIVITY GAIN

5×

Your coordinators move more referrals to completion without adding staff.

Use cases

Close the loop. Every time.

BEHAVIORAL HEALTH

James, 28

Struggling with low mood, unstable housing

James came in saying he hadn't been sleeping, had lost interest in things he used to enjoy, and had been staying at a friend's place with no plan. His care team referred him to a counselor and a housing navigator — two partners, two open threads. Neither referral was tracked or confirmed.

GridSocial kept both referrals open, flagged the counseling one as overdue, and surfaced it before he could slip away.

SENIOR CARE

Dorothy, 74

Diabetic, lives alone, missed recent follow-ups

Dorothy hadn't come in for her quarterly diabetes check in months. No one called. Her transportation barrier had been flagged at her last visit, but the referral to a medical transport program sat unconfirmed. She didn't know help was available.

GridSocial flagged the stalled referral and triggered outreach. Her next appointment was scheduled with a ride already confirmed.

WOMEN’S WELLNESS

Maria, 34

High-risk pregnancy, cross-system referral

At 28 weeks, Maria's OB referred her to a maternal-fetal medicine specialist at another hospital — on a different EHR. Once it crossed health systems, the referral went untracked, and neither side could tell whether she'd made it in. Two appointments lapsed before anyone noticed.

GridSocial connects both hospitals' EHRs, keeping the referral live across systems — confirming each visit and flagging the miss in real time, before it became a missed diagnosis.

LET'S MAKE IT CLEAR

Questions, answered.

Still deciding? We'll walk your workflow with you before anything is configured.

Talk to our team

It handles repeatable patient and provider outreach, checks availability and coordinates scheduling. Structured outcomes return to the workflow, with exceptions and escalations routed to your team.

The workflow is the same; the endpoint differs. Clinical referrals close when a provider confirms the visit and returns a note. Social referrals close when a community partner confirms the person was served — housing, food, transport or another SDOH need.

About 2 weeks including EHR integration, workflow configuration and staff training. Standalone deployments without EHR integration can go live faster for smaller networks.

Ready to close every referral loop?

See how GridSocial fits your care coordination workflow.

Book a demo See how it works

Closed Loop Referral System

Medical referrals. Social referrals. In one platform.

Specialty, diagnostics and follow-up

Housing, food,transport & SDOH.