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Closed-Loop Referral Management Software

Manage requests and referrals from one unified platform—track progress, collaborate with partners, and respond efficiently, with or without an EHR system.

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GridSocial community referral image

Secured integration with leading EHRs - Oracle Health, EPIC, AdvancedMD, NextGen and more

Engineered for the fast-paced needs of service navigation and seamless resource coordination.

Overview

GridSocial is a closed-loop referral system that enables seamless collaboration between your organization and partner organizations. Designed to be simple, secure, and scalable, it enables requests to be created, routed, and tracked end-to-end, providing full visibility for all stakeholders—customers, providers, and partner organizations.

Unlike traditional systems that leave referrals “open-ended,” GridSocial ensures every referral is tracked until completion, closing the loop with feedback from both patients and providers. The platform is intuitive, requiring little to no elaborate training, and is built to expand organically as new partner organizations join through a straightforward review process managed by the provider organization.

Key Benefits

Simple to Use – Minimal training required for staff or partners.
Customer Empowerment – Patients and community members can submit and track requests directly.
Streamlined Collaboration – Secures connections between provider organizations and partner agencies.
Scalable Network – Easily expand the partner ecosystem with a transparent review and approval process.
Data Insights – Track requests, partner performance, and community needs with built-in analytics.

Team & Project Organization

GridSocial supports four primary user roles, each designed for efficiency and accountability:

Customer – Self-Service
Provider Organization (Parent Organization) – Administrator
Provider Organization – Agent
Partner Organization – Agent / Administrator
Customer – Self-Service
  • Access via a customer-facing web application
  • Browse services offered and review eligibility criteria
  • Submit requests online without needing a phone or email
  • Requests are auto-categorized for provider review
  • Customers can track the status of their request in real time, add details, or respond to provider follow-ups
  • Reduces call center/email burden while improving flexibility and transparency
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Provider Organization (Parent Organization) – Administrator
  • Create, update, or retire available services
  • Add new partners, onboard staff, and manage access
  • Monitor and analyze referral data:
    • Request volumes and types
    • Community needs trends
    • Partner performance (speed, reliability)
    • Average resolution time per request
  • Ensure compliance, accountability, and network quality control
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Provider Organization – Agent
  • View and manage all incoming requests (self-service, phone, or email)
  • Assign a unique request ID to every case
  • Triage requests to the right internal care teams or route them to partner organizations
  • Follow up with partner organizations, collect feedback, and ensure closure
  • Maintain communication loops with both customers and partner staff
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Partner Organization – Agent / Administrator
  • Receive instant notifications (SMS and email) for new requests
  • Accept, prioritize, and act on requests based on capacity
  • Collaborate with the provider organization to reassign cases if needed
  • Introduce new partner organizations to the network, subject to a simple provider-led review and approval process
  • Expand the partner network securely and responsibly
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Implementation Timeline & Pricing

Partner Data Import : Bring your existing partner list from Excel, Google Sheets, or CRM systems like Salesforce.
Setup & Training : Typically 1 week to configure your network and onboard your team.
Pricing : Contact our sales team for cost-effective plans tailored to your organization’s size and partner ecosystem.

Why GridSocial?

Built for community health centers and provider networks.
Reduces administrative overhead while strengthening patient and community engagement.
Ensures secure, closed-loop collaboration that is both scalable and measurable.
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Closed-Loop Referral Management Software
community referral software GridSocial

Intelligent Request Intake

Empower your team with smart, efficient intake that drives faster action.

Collect patient or member service requests through digital forms, calls, or in-person visits, standardize data collection to close care gaps, and accelerate service delivery.

Smart Referral Routing

Reliable referral routing that connects people to services faster.

Efficiently route requests to the right services by category, eligibility, location, and urgency—eliminating bottlenecks and speeding up care.

community referral routing
social referral Tracking follow-up

Outcome Tracking & Follow-Up

Close the loop on every referral.

Track referral status, service delivery, and outcomes with ease, maintaining a complete record of each patient or member's journey.

Customizable Workflows & Forms

Build workflows tailored to your services, no coding required.

Use drag-and-drop templates for requests, referrals, follow-ups, and assessments to standardize processes and streamline operations.

community referral customizable forms
community referrals collaboration Tools

Collaboration Tools

Enable seamless care coordination across departments and external partners.

Share data securely, exchange encrypted case notes, and track joint efforts in real time—improving outcomes for patients, members, and families.

Dashboards & Reporting

Get real-time insights that power smarter decisions.

Monitor referral success, response times, resource utilization, and feedback with sleek dashboards and exportable reports—helping your organization stay ahead while delivering better patient care and outcomes.

community referral reporting dashboard

Grow your partner network in a secure, trusted environment designed for long-term collaboration and impact.

Onboard new partners and expand trusted partners with a simplified process.
Single Service Entry
Single Service Entry

Instead of navigating complex systems or repeating their story multiple times, clients can have their diverse needs—such as housing, healthcare, food assistance, or mental health support—addressed efficiently through a streamlined process. This approach enhances coordination, reduces delays, and ensures that no need goes unnoticed, ultimately delivering a more dignified and effective service experience.

Request Categorization and Prioritization
Request Categorization and Prioritization

Prioritize what matters most—our software lets you sort requests by urgency and need, so high-priority cases get the attention they deserve, fast.

Referral Network Database
Referral Network Database

Find the proper support faster with an AI-powered, searchable directory of partner organizations featuring real-time updates on services, eligibility, and availability —tailored specifically for healthcare organizations and providers.

Dynamic Case Management
Dynamic Case Management

A full-scale, secure case management system that tracks every case from start to finish—complete with a unique case ID, detailed communication history with partners and clients, and built-in tools that drive continuous improvement and accountability.

Efficient Referral Distribution
Efficient Referral Distribution

Our intelligent routing system matches each request to the right team or service based on support type, using your organization’s criteria to automate the process—boosting efficiency and ensuring every referral gets where it needs to go, fast and accurately.

Reporting and Analytics
Reporting and Analytics

Leverage intuitive, real-time dashboards and customizable reports to monitor key metrics, identify trends, and drive smarter decision-making. GridSocial also delivers predictive insights, empowering healthcare organizations to plan with clarity and confidence.

Ways to Effectively Use a Referral & Care Coordination System

Fully set up by our team to get you up and running with ease.

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Submit a Request Digitally

Patients, members, or staff can submit new requests via web forms, phone, or in-person visits.

Community request submit

Auto-Route to Services

The system intelligently matches each request to the most relevant service or provider based on need, eligibility, and urgency.

community request auto route to service

Coordinate & Refer

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

community referral Coordinate

Track and Follow Up

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

community request tracking

Report Outcomes

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

community referral dashboard insight

Optimize with Insights

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

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social referral software
Real-World Impact

Driving Better Outcomes Where It Matters Most—In Patient Care.

01
Faster Response Times

Real-time routing and tracking streamline the referral process, reducing delays and accelerating access to care.

02
Increased Engagement

Strengthen collaboration, ensure referrals are fulfilled, capture valuable feedback, and protect every interaction with enterprise-grade security.

03
Higher Referral Success Rates

Automated tracking and real-time notifications connect patients to the right resources faster—improving referral success and outcomes.

Ready to bring these powerful results to your community?

Start now and experience the impact!

GridSocial is a robust closed-loop referral platform that also serves as a comprehensive care coordination and referral management system, designed to strengthen collaboration among healthcare providers, health systems, and social service agencies.

It enables seamless tracking of referrals from initiation to outcome, ensuring that no patient request goes unanswered. By automating referral matching, routing, prioritization, and follow-up, GridSocial closes the loop on both social and clinical referrals—delivering timely, practical support.

As a trusted healthcare referral management solution, GridSocial brings accountability, efficiency, and transparency to every step of the referral process. It supports stronger collaboration across sectors, helping improve health and social outcomes. Whether you’re a health system, hospital, payer, or clinic, GridSocial empowers you to manage referrals with confidence and track every request through to resolution—ensuring individuals receive the proper care at the right time.

With GridSocial, organizations can manage and resolve patient and member requests through a unified platform that provides real-time updates, outcome tracking, and shared visibility across partners. This level of coordination is essential for addressing Social Determinants of Health (SDoH)—enabling providers and payers to respond quickly to needs related to housing, food, employment, mental health, and more.

GridSocial platform for managing community requests and tracking outcomes with digital health tools

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