Name: Community Referral Software
Brand: SocialRoots.ai
Rating: 4.6 (15 reviews)

GridSocial by SocialRoots.ai delivers an advanced Community Request Management Software built for healthcare and community organizations that need to manage referrals, requests, and partner coordination efficiently.

Designed for interoperability, GridSocial integrates seamlessly with leading EHR systems, including Oracle Health (Cerner), EPIC, AdvancedMD, and NextGen, enabling end-to-end visibility, collaboration, and outcome tracking across your entire care network.

Whether you're handling patient referrals, housing assistance, or employment support, GridSocial simplifies coordination across healthcare and social service sectors, ensuring every request is logged, routed, tracked, and closed securely and intelligently.

Intelligent Request Intake: Centralize Every Request in One Platform

With GridSocial's Community Request Management Software, teams can capture and manage every request from a single, user-friendly interface.

Requests can be submitted digitally, by phone, or in person, then automatically categorized by service type, urgency, and location.

For instance, when a network receives requests for housing, food assistance, and healthcare on the same day, GridSocial consolidates them into one streamlined dashboard, improving responsiveness and accountability.

Request Categorization and Prioritization: Respond to Critical Needs First

GridSocial intelligently prioritizes incoming requests based on urgency and category, helping organizations respond to the most critical cases first.

Emergency housing or medical support requests are automatically flagged as urgent, while lower-priority cases, such as employment training, are queued accordingly.

This structured triage ensures that no urgent need is overlooked and resources are always allocated where they matter most.

Intelligent Prioritization Based on Urgency

Referral Network Database: Find the Right Resources Faster

GridSocial includes an AI-powered referral network database featuring real-time data on partner organizations, eligibility, and availability.

Care teams can instantly identify the right service providers and confirm their capacity, all within the same interface.

For example, if a client needs behavioral health or legal assistance, staff can locate the appropriate partner and initiate a referral without delays.

Dynamic Case Management: Track Every Request from Start to Finish

Each request receives a unique case ID, creating a comprehensive record of all communications, updates, and outcomes.

GridSocial's dynamic case management enables teams to monitor progress, schedule follow-ups, and collaborate with partners to achieve resolution.

This complete case history enables accurate continuity of care and accountability across every participating organization.

Smart Referral Routing: Automate with Precision

GridSocial's intelligent routing engine automatically matches requests to the most relevant team or service based on eligibility, geography, and urgency.

When a referral for mental health counseling is submitted, the system instantly assigns it to the appropriate provider, reducing manual effort and ensuring faster access to care.

This automation enhances operational efficiency while maintaining complete control over routing rules and prioritization.

Outcome Tracking & Follow-Up: Close the Loop with Confidence

GridSocial ensures that every referral or request reaches completion by tracking outcomes and collecting feedback from both patients and providers.

Organizations can review service fulfillment, verify closure, and document impact, delivering a transparent, closed-loop coordination process that strengthens trust and performance.

Customizable Workflows & Forms: Built for Flexibility

GridSocial allows organizations to create custom workflows and logic-based digital forms for assessments, screenings, and surveys.

These forms integrate directly with internal modules and partner systems, helping teams standardize data collection, reduce redundancy, and streamline operations across the care network.

Dashboards & Reporting: Data-Driven Insights for Continuous Improvement

GridSocial's powerful analytics dashboard provides organizations with real-time visibility into performance metrics, including referral success rates, response times, and service utilization.

Customizable reports help identify trends, manage partner performance, and demonstrate impact across the community.

By turning data into insight, GridSocial empowers leaders to plan strategically, close service gaps, and measure meaningful outcomes.

Closed-Loop Coordination: Every Request Resolved, Every Outcome Tracked

Unlike traditional systems that leave referrals open-ended, GridSocial ensures every case is tracked to completion.

The platform captures real-time feedback from patients, partners, and providers, verifying that services were delivered successfully.

This closed-loop approach brings accountability, transparency, and measurable improvement to every stage of community care management.

Why Choose GridSocial for Community Request Management?

Unified Platform : Manage requests, referrals, and outcomes seamlessly.

Faster Response Times : Smart automation accelerates service delivery.

Data-Backed Decisions : Real-time dashboards support more thoughtful planning.

Secure Collaboration : HIPAA-compliant data sharing and encryption.

Scalable Network : Easily onboard and manage partner organizations.

Role-Based Access : Supports customers, providers, and partner administrators for complete visibility and control.

GridSocial transforms how healthcare and community organizations coordinate services, enabling faster, more effective support that drives measurable community impact.

Ready to Simplify Your Referral Workflows?

Let GridSocial empower your team to route, track, and close every request efficiently so you can focus on what truly matters: delivering timely, compassionate, and coordinated care to the communities you serve.

Request a Demo

Experience a Smarter Way to Manage Community Requests with GridSocial's Community Request Management Software