Manage, route, and close every referral — efficiently and with confidence.

GridSocial by SocialRoots.ai connects healthcare providers, community-based organizations (CBOs), and social service agencies on one unified referral platform. It simplifies coordination, ensures accountability, and helps organizations measure real impact across SDoH and community health programs.

Why Organizations Need a Closed-Loop Referral System

Traditional referral processes often lead to gaps, missed follow-ups, and unverified outcomes.
GridSocial closes the loop by:

Connecting healthcare and community partners through one secure platform
Tracking each referral from intake to completion
Offering real-time visibility into partner performance and community needs
Simplifying compliance, funding, and reporting for SDoH initiatives

Deliver better outcomes and prove your community impact with a connected, transparent referral system.

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Core Capabilities of GridSocial Closed-Loop Referral System

Key Features of GridSocial
Centralized Intake

Manage requests from digital forms, calls, clinics, or in-person visits in a single unified dashboard. GridSocial standardizes data collection to close care gaps and ensure no client falls through the cracks.

Request Categorization & Prioritization

Automatically categorize and prioritize referrals by urgency, need, and service type. Built-in logic and automation flags ensure high-risk cases are routed for immediate attention.

Referral Network Database

Access an AI-powered, real-time directory of partner organizations with live updates on services, eligibility, and capacity, no manual outreach required.

Smart Referral Routing

Automate routing using your organization's criteria, matching each request to the right provider based on service type, eligibility, and location, to reduce bottlenecks and accelerate care delivery.

Reporting & Analytics

Use real-time dashboards and predictive insights to monitor performance, completion rates, and community trends. Generate customizable, compliance-ready reports for funders and strategic planning.

Choosing the Right Closed-Loop Referral Platform: A Quick Buyer's Guide

When evaluating referral or care coordination systems, look for tools that support real-world SDoH collaboration. Here's how GridSocial stands apart:

Purpose-Built for SDoH – Designed for healthcare and community networks, including hospitals, clinics, and CBOs.
Centralized Intake – Manage all referral channels in one place.
Automated Matching Logic – Route referrals using filters and scoring rules.
Live Partner Directory – View partner capacity, eligibility, and service updates in real time.
Data & Reporting Tools – Generate performance, compliance, and funding-ready analytics.
Seamless Integrations – FHIR and HL7 compatible with Epic, Oracle Health, AdvancedMD, and NextGen.

GridSocial empowers networks to scale faster, stay compliant, and achieve measurable impact.

Why Choose GridSocial

SDOH Focused
SDoH-Driven by Design

Purpose-built to support housing, food security, behavioral health, and other social care programs that advance health equity.

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Interoperable & Secure

Built for seamless data exchange with existing healthcare systems, ensuring real-time coordination and compliance with healthcare data standards.

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Fast, Guided Implementation

Quick to deploy with dedicated onboarding and success support, most teams go live within 8 weeks.

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Built for Impact

GridSocial isn't just software, it's a partner in your mission. Prove outcomes, streamline operations, and confidently scale community impact.

Who Uses GridSocial

Health Systems & FQHCs bridging clinical and community care.
Social Service Agencies are digitizing intake and referrals.
Community Networks & Coalitions are managing regional coordination.
Government Programs powering Medicaid and SDoH initiatives

Fully configurable to your network's needs, scalable as your community grows.

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Frequently Asked Questions

It tracks every referral from creation to service delivery confirmation, ensuring no case is left unresolved.

Yes. It connects with major EHRs and CRMs, including Epic, Oracle Health, AdvancedMD, and Salesforce.

Implementation typically takes 8–10 weeks, including setup, customization, testing, and user training.

Dedicated customer success, onboarding assistance, and quarterly optimization reviews.

Ready to See It in Action?

Close the loop. Measure impact. Empower your community.

See how GridSocial by SocialRoots.ai transforms referral management and care coordination built for measurable outcomes and seamless collaboration.

Get a Free Demo  

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