GridSocial: Complete Referral Management Software for Healthcare and SDoH
Coordinating referrals across hospitals, clinics, behavioral health programs, and community organizations shouldn't depend on spreadsheets, inboxes, or manual follow-ups. Fragmented referral workflows slow response times, reduce visibility, and increase the risk of incomplete care.
GridSocial by SocialRoots.ai is a closed-loop referral management platform designed to support coordinated care across healthcare and social service networks. It enables organizations to create, route, track, and complete referrals within a secure, shared system—ensuring every referral is followed through from start to finish.
Instead of disconnected communication, GridSocial provides a centralized workspace where authorized teams can view referral status, collaborate with partners, manage follow-ups, and confirm outcomes in real time.
A Smarter Approach to Healthcare Referrals
Traditional referral processes often rely on faxes, emails, or spreadsheets, making it difficult to know whether referrals were received, accepted, or completed. These gaps create delays, increase administrative effort, and limit accountability across care networks.
GridSocial replaces fragmented referral handling with a structured digital workflow that supports coordination across clinical care, behavioral health, and social services. Healthcare teams and community partners work within the same system, improving clarity, response times, and continuity of care. Referrals can be managed alongside existing workflows, including EHR-connected environments, without disrupting day-to-day operations.
Centralized Referral Intake
GridSocial consolidates referrals from multiple sources, including EHRs, call centers, faxes, and manual submissions into a single intake queue. Teams can review, prioritize, and assign referrals based on urgency, service type, and eligibility.
Intelligent Matching & Routing
Configurable routing rules help direct referrals to the most appropriate internal team or community partner based on program criteria and service availability. This reduces manual handling while improving speed and accuracy.
Closed-Loop Referral Tracking
Each referral is tracked across key stages, including submission, acceptance, service delivery, and completion. Status updates, shared notes, and outcome documentation confirm that services were delivered, not just requested.
Built for SDoH Coordination
GridSocial supports referrals beyond clinical care, enabling coordination across social services such as food access, housing support, transportation, legal aid, and behavioral health. A searchable partner directory and structured outcome tracking help manage SDoH referrals within the same platform.
Referral Insights & Reporting
Built-in dashboards provide visibility into referral volume, completion rates, turnaround times, and partner responsiveness. These insights support operational oversight, reporting requirements, and value-based care initiatives.
Designed to Integrate and Adapt
GridSocial is built to work alongside existing healthcare systems. The platform supports secure integration with major EHRs and care coordination tools, enabling data exchange without duplicating work or disrupting established workflows.
HIPAA-aligned security, role-based access controls, and audit capabilities help ensure referral data is shared appropriately across healthcare and community settings.
Supporting Healthcare Teams and Community Partners
GridSocial supports the full range of professionals involved in referral coordination, including hospital social workers, care coordinators, behavioral health teams, and community program staff.
Healthcare teams can prioritize urgent referrals, manage follow-ups, and confirm outcomes, while partner organizations can respond to requests, update progress, and document services without relying on emails or spreadsheets. Shared visibility improves accountability while respecting privacy and access controls.
Why Closed-Loop Referrals Matter
Closed-loop referrals ensure that care and services are delivered, not just initiated. By confirming outcomes and documenting completion, organizations can reduce care gaps, improve coordination, and support compliance, reporting, and population health goals.
With GridSocial, every referral is tracked from start to finish, helping ensure patients and community members receive the support they need at the right time.
Frequently Asked Questions
GridSocial tracks each referral through submission, acceptance, service delivery, and outcome documentation. Status updates and shared records ensure that referrals are completed rather than left open-ended.
By centralizing intake, routing, tracking, and follow-ups in one system, GridSocial minimizes emails, spreadsheets, and manual status checks, allowing teams to focus on coordination rather than tracking.
Yes. Authorized partner organizations can update referral status, add notes, upload documents, and record outcomes directly within the platform, improving communication and accountability.
GridSocial simplifies intake and routing while providing real-time visibility into referral progress, helping teams identify delays earlier and act sooner.
Yes. Referral statuses, shared documentation, and outcome tracking make it clear which referrals are pending, in progress, or completed, reducing missed follow-ups.
Easy Setup & Ongoing Support
Implementation is collaborative and efficient. SocialRoots.ai provides onboarding, configuration support, and partner enablement to help organizations go live with confidence. Ongoing support includes training, system reviews, and integration assistance as referral networks grow.
Build a Connected Referral Network
From hospitals and FQHCs to behavioral health providers and community organizations, GridSocial supports coordinated referrals across the full continuum of care. By enabling shared workflows, accountability, and outcome tracking, the platform helps ensure no referral is overlooked.
Strengthen your referral network with GridSocial.
Request a personalized demo to see how closed-loop referral management can improve visibility, coordination, and whole-person care delivery.
Get started with GridSocial todayOur Articles :
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