Name: Community Referral Software
Rating: 4.7 (18 reviews)
Author: SocialRoots.ai

GridSocial by SocialRoots.ai empowers healthcare and community organizations to manage and close referrals with precision and speed.

From healthcare and housing to food, employment, and elder care, every referral is tracked end to end, ensuring timely, secure, and coordinated outcomes.

Built for interoperability and real-world impact, GridSocial connects directly with leading EHR systems, enables seamless partner collaboration, and delivers actionable insights that help teams respond faster and smarter.

Centralized Intake

Manage all requests from one secure hub.

Simplify your intake process with a unified system for all community and healthcare referrals.

GridSocial lets teams log, track, and manage service requests in one place, reducing manual work and ensuring every case moves forward efficiently.

Example: A care network can manage referrals for housing, counseling, or food assistance on a single dashboard, eliminating lost requests and speeding up response times.

Request Categorization and Prioritization

Focus on what matters most.

Automatically categorize and prioritize referrals based on urgency, type, or eligibility.

High-priority cases, such as emergency housing or medical aid, are flagged instantly so teams can act fast where it matters most.

Example: A care coordinator can ensure urgent housing needs are addressed immediately, while long-term cases, such as job placement, are scheduled for follow-up.

Request Categorization and Prioritization

Referral Network Database

Find trusted partners instantly

Access a real-time, AI-powered directory of verified service providers.

View eligibility, capacity, and program details in seconds, ensuring every referral is directed to the most suitable partner without delays.

Example: If a patient needs legal or employment assistance, the system recommends the best-fit provider based on location, availability, and service scope.

Case Management

Track every referral from start to finish.

Each case is assigned a unique ID and tracked through every stage: intake, routing, service delivery, and outcome.

Teams can monitor progress, exchange updates, and close referrals with complete visibility and accountability.

Example: A case manager can follow a client's journey from medical screening to housing placement and employment assistance, maintaining a complete, closed-loop record.

Referral Routing & Assignment

Connect people to the right services faster.

GridSocial simplifies referral routing and assignment by organizing requests by service type, urgency, and location, so teams can quickly direct them to the appropriate organizations.

Built-in notifications, structured workflows, and real-time tracking reduce manual back-and-forth, improve response times, and keep every referral moving forward with clear ownership.

Example: When a disability support request is submitted, it is quickly directed to the appropriate organization, where the team reviews the case, provides updates, and tracks progress through completion.

Reporting and Analytics

Turn data into action.

Make data-driven decisions with real-time dashboards and performance reports.

Track referral outcomes, partner efficiency, and service demand trends to improve coordination and measure community impact.

Example: An administrator can instantly view referral trends for mental health or housing services, pinpoint service gaps, and reallocate resources effectively.

Why Choose SocialRoots.ai Community Referral Management Software

SocialRoots.ai supports healthcare and community organizations across the U.S. in building structured, accountable, and scalable referral networks.

With centralized intake, real-time tracking, partner management, secure EHR integrations, and outcome reporting, GridSocial ensures full visibility from first request to final service delivery.

Every referral is documented, monitored, and completed within a secure, collaborative environment, strengthening coordination, transparency, and community impact.

Intiate the shift

SocialRoots.ai Community Referral Management Software: Closing the Loop Across Healthcare and Community Services