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.
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.
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.
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.
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.
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.
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.
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.
Prioritize what matters most—our software lets you sort requests by urgency and need, so high-priority cases get the attention they deserve, fast.
Find the right support faster with an AI-powered, searchable directory of partner organizations—featuring real-time updates on services, eligibility, and availability, all tailored for nonprofit needs.
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.
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.
Leverage intuitive, real-time dashboards and customizable reports to monitor key metrics, identify trends, and drive smart decision-making. GridSocial also delivers predictive insights, empowering your nonprofit to plan ahead with clarity and confidence.
Fully set up by our team to get you up and running with ease.
Patients, members, or staff can submit new requests via web forms, phone, or in-person visits.
The system intelligently matches each request to the most relevant service or provider based on need, eligibility, and urgency.
Care teams collaborate internally or with external partners to initiate referrals and schedule services seamlessly.
Every request is monitored through completion, with automated reminders for follow-ups and updates.
Real-time dashboards track resolution status, referral success, and patient/member feedback.
Use built-in analytics to identify trends, address care gaps, and enhance service delivery over time.
Real-time routing and tracking streamline the referral process, reducing delays and accelerating access to care.
Strengthen collaboration, ensure referrals are fulfilled, capture valuable feedback, and protect every interaction with enterprise-grade security.
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.
