Empowering SDOH and Community Impact with a Closed Loop Referral Platform – GridSocial of SocialRoots.ai
Streamline referrals, strengthen partnerships, and enhance social outcomes from a single platform.
GridSocial by SocialRoots.ai is a purpose-built closed-loop referral system designed to power coordinated care, enhance social impact, and track outcomes across healthcare and community-based organizations (CBOs). Whether you're addressing food insecurity, housing instability, or behavioral health, GridSocial ensures that every referral counts and is closed.
Why Your Organization Needs a Closed-Loop Referral System
Disjointed referrals result in unmet needs, duplicated efforts, and incomplete data. A closed-loop referral system solves this by :
GridSocial goes beyond generic community referral software — it's tailored for healthcare systems, community-based organizations (CBOs), and nonprofits, driving measurable change.
Key Features of GridSocial
Manage referrals from multiple entry points, call centers, clinics, and online portals in one dashboard. GridSocial allows staff to triage requests efficiently, ensuring no client falls through the cracks.
Automatically categorize referrals by service type, urgency, and eligibility criteria. With built-in rules and flags, staff can prioritize high-risk cases, such as those involving housing insecurity or mental health needs, and route them for immediate attention.
Leverage a real-time, curated directory of partner agencies with capacity indicators, eligibility rules, and service areas. Easily discover new partners and maintain updated provider information without spreadsheets or manual outreach.
GridSocial features a smart routing and matching system that connects clients with the most suitable providers, based on availability, location, and service scope, thereby reducing delays and enhancing access to care.
Gain insights into referral volume, completion rates, service gaps, and partner performance—track outcomes by population or ZIP code. Export reports for funders or use dashboards to drive strategic planning.
Choosing the Right Closed Loop Referral System: A Quick Buyer's Guide
What to consider when evaluating a community referral platform :
Why Choose GridSocial?
Unlike generic platforms, GridSocial was built around the needs of community networks, not just EHR add-ons.
Supports FHIR and HL7 and integrates with Epic, Cerner, and leading case management platforms.
Implementation support, onboarding guides, and dedicated customer success ensure fast ramp-up with minimal disruption.
GridSocial empowers communities to address root causes, improve equity, and easily meet funder reporting requirements.
Who Uses GridSocial
Whether you're managing 10 partners or 200, GridSocial scales with your mission.
Frequently Asked Questions
A closed-loop referral system tracks a referral's entire lifecycle from intake to completion and confirms whether the referred service was delivered. It ensures accountability and measurable outcomes.
Yes. GridSocial supports integrations with major EHRs, case management software,
Absolutely. GridSocial is designed with data security in mind, supporting HIPAA and state-level privacy frameworks.
Every GridSocial client gets a dedicated customer success manager, live chat, and access to monthly strategy sessions and community forums.
Ready to See It in Action?
Close the loop. Deliver better outcomes. Let us show you how GridSocial can transform your referral process and help your organization make a real, measurable social impact.
Book a Live Demo or Contact Us to speak with a community health solutions expert. GridSocial by SocialRoots.ai — The closed-loop referral system built for social impact.
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