Closed-Loop Care Coordination

How it Works

With GridSocial, build a connected referral network that tracks impact, drives whole-person care, identifies unmet needs, and delivers the right support to the right person at the right time, every time.

See the 6-step flow Contact Sales →
Trusted by care coordinators at health plans, FQHCs, and CBOs.
Product overview
See GridSocial in action
The Workflow

Unified system,
no more disconnected referrals.

Scroll through how a request moves from submission to outcomes — and how GridSocial keeps every care partner in sync along the way.

01

Submit a request digitally

Patients, members, or staff submit new requests via web form, phone, or in-person visit — no email back-and-forth.

Intake
02

Auto-route to services

The system intelligently matches each request to the most relevant service or provider based on need, eligibility, and urgency. (when auto referral is enabled)

Routing
03

Coordinate & refer

Care teams collaborate internally or with external partners to initiate referrals and schedule services seamlessly.

Collaboration
04

Track and follow up

Every request is monitored through completion, with automated reminders for follow-ups and updates.

Accountability
05

Measure outcomes

Real-time dashboards track resolution status, referral success, and patient/member feedback.

Outcomes
06

Optimize with insights

Use built-in analytics to identify trends, address care gaps, and enhance service delivery over time.

Insight
Submit a request digitally — request form
Auto-route to services — matching engine
Coordinate and refer — referral schedule
Track and follow up — request timeline and success rate
Measure outcomes — analytics dashboard
Optimize with insights — community participation trends
Key Capabilities

Everything your care team needs

Built for healthcare, community organizations, and the people they serve.

01 / Intake

Single Service Entry

Instead of navigating complex systems, clients can access housing, healthcare, food assistance, mental health support, and other essential services through one streamlined entry point — reducing delays, eliminating repeated stories, and improving coordinated care.

Member
intake
GridSocial
4 service
tracks
02 / Priority

Categorization & Prioritization

Sort requests by urgency and need — high-priority cases get attention first, automatically.

REQ-22487 · HousingHigh
REQ-22501 · FoodMed
REQ-22479 · TransitLow
03 / Network

Referral Network Database

A unified, searchable directory of verified community partners — real-time availability included.

+38
04 / Cases

Case Management

Secure tracking from start to finish — unique case ID, full history, built-in accountability.

9:14aSubmitted · REQ-22487
9:22aRouted → Mercy Housing
9:48aPartner accepted
05 / Routing

Referral Distribution

Intelligent routing matches each request to the right team or service — using your organization's own criteria.

< 4h Average partner acceptance time
06 / Insights

Reporting & Analytics

Real-time dashboards and predictive insights — track key metrics, spot trends, plan with confidence.

JanFebMarAprMayJun
Platform Intelligence

Built-in automation, analytics, and engagement.

Purpose-built features for Connected Care Experiences.

01

Automated Patient Outreach

Drive connected care with automated follow-ups, appointment reminders, wellness outreach, and patient support — powered by conversational AI and lifelike text-to-speech technology. Seamlessly integrated with Epic, Oracle Health (Cerner), NextGen, AdvancedMD, and more to improve patient engagement, care coordination, and personalized healthcare experiences at scale.

AI Caller · outbound
00:42
Epic Oracle Health NextGen AdvancedMD +12
02

Dashboards & Reporting

Gain real-time healthcare and community insights.

Monitor referral success, response times, resource utilization, and patient feedback through dynamic dashboards and exportable reports — improving visibility, strengthening collaboration, and supporting better health outcomes.

Referral success 94% ▲ 6.2
Avg response 3.4h ▼ 18%
CSAT 4.7/5 ▲ 0.3
03

Customizable Workflows & Forms

Build connected workflows and digital forms that simplify care coordination across healthcare providers, community organizations, and social care networks. Streamline referrals, assessments, intakes, and task management with flexible, easy-to-manage automation.

Intake
If risk = High
Route to RN
Auto-assign care team
E-signature on consent
Notify partner org
04

Wellness Checkups

Support proactive, whole-person care with timely wellness notifications, preventive care reminders, and personalized outreach. From insurance verification to guided next steps, create a smoother, more connected healthcare experience that keeps patients informed and engaged.

Annual wellness visit due
Covered under your plan · Schedule in 1 tap
Book
Eligibility verified
Outreach sent · SMS
Visit scheduled
05

Automated Alerts

Keep care teams, partners, and community networks aligned with real-time alerts, reminders, and status updates. Automated reminders improve response times, strengthen accountability, and help ensure every patient receives timely support and follow-up care.

Request raised just now
REQ-22487 · Housing · routed to Mercy Housing
Unnoticed past defined timeframe 2h ago
REQ-22487 · awaiting acknowledgement
Automated alert sent Notified
Agent & administrator notified · S. Carter
User Roles

Built for care, at every level.

Four roles. Each one designed for the work they actually do.

Self-service
ROLE 01 — CUSTOMER

Customer — patient or member.

Submits and tracks their own request, on their own time.

  • Browse services and review eligibility online
  • Submit requests — no phone or email needed
  • Requests auto-categorized for provider review
  • Track status in real-time and respond to follow-ups
  • Access via a customer-facing web application
  • Reduces call center/email burden while improving flexibility and transparency
Administrator
ROLE 02 — PROVIDER ADMIN

Provider Organization Administrator.

Parent organization — owns the network, the services, and the data.

  • Create, update, or retire services
  • Add partners, onboard staff, manage access
  • Analyze request volumes and community trends
  • Monitor partner performance & resolution times
  • Ensure compliance, accountability, and network quality control
Care coordinator
ROLE 03 — PROVIDER AGENT

Provider Organization Agent.

The case owner — triages, routes, and closes the loop.

  • Manage incoming requests from every channel
  • Assign a unique request ID to every case
  • Triage to internal teams or partner orgs
  • Follow up, collect feedback, ensure closure
  • Maintain communication loops with both customers and partner staff
Partner
ROLE 04 — PARTNER ORG

Partner Organization Agent / Admin.

The community side — receives and acts on incoming referrals.

  • Instant SMS & email notifications for new requests
  • Accept, prioritize, and act based on capacity
  • Reassign cases with the provider if needed
  • Introduce new partners — provider-reviewed onboarding
  • Expand the partner network securely and responsibly
By the numbers

A complete coordination system, set up by our team.

0°
Case visibility
Every request — from first touch to final outcome — tracked in one place. Nothing slips, no one's left wondering where a case stands.
Real-time
Dashboards & alerts
Live insights into resolution rates, partner performance, and care gaps — with automated alerts the moment something needs attention.

Ready to Get Started?

Fully set up by our team. No complex onboarding, no repeated stories — just seamless care coordination from day one.

Request a Demo Contact Sales
SOC 2 · HIPAA-aligned · No EHR integration required to start

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