GridSocial: Complete Referral Management Software for Healthcare and SDoH
GridSocial by SocialRoots.ai is a referral management software made for healthcare and social service organizations that coordinate medical care, behavioral health services, and social support. The platform connects hospitals, community-based organizations (CBOs), care coordinators, and government agencies into a single system. It provides the tools to make sure that both medical and social care referrals are started, tracked, completed, and documented.
GridSocial promotes effective teamwork among your healthcare staff and community partners. Whether you are managing patient discharges in a hospital, coordinating mental health support in a community clinic, or linking clients with important services like housing and food, the software’s smart routing, automated intake, and complete outcome tracking ensure that every referral results in a real intervention, saving time and resources.
A Smarter Approach to Healthcare Referrals
Traditional referral systems often rely on faxes, emails, or spreadsheets. These methods are prone to errors and lack accountability. GridSocial replaces these disjointed workflows with a secure digital platform. Medical providers, behavioral health teams, and social service agencies all work from a shared space. This setup makes referrals across care settings more coordinated and effective.
The system aims to improve referral performance by bringing all activities into a single dashboard. Clinical teams can send and monitor referrals without leaving their EHR. Community agencies can view service requests, accept or reassign tasks, and upload outcomes. This ensures the referral loop is always closed. It improves the patient experience, reduces care gaps, and speeds up the time to treatment.
Centralized Intake System
GridSocial's referral management software brings together referrals from various sources, such as EHRs, call centers, faxes, and manual inputs, into one centralized queue. Healthcare intake coordinators can sort referrals based on type, urgency, and eligibility. Teams set up workflows to mirror real-world programs, with auto-routing rules that direct referrals to the right service lines or specialists.
Matching and Routing
Each referral is matched to the right provider or agency based on real-time availability, service criteria, and patient needs. Routing logic considers program rules, eligibility requirements, and language preferences. As referrals are matched, the system notifies receiving parties and keeps track of each interaction. This process ensures timely access to medical treatment and social support.
Closed-Loop Referral Tracking
GridSocial makes sure you can see everything from the referral to service delivery. Unlike older systems, the platform tracks referral status updates, like accepted, scheduled, and completed. It also allows document sharing, such as consult notes or service confirmations. This helps with program compliance, improves care coordination, and makes sure nothing is missed.
Built for SDoH Care Teams
Unlike systems that focus only on clinical referrals, GridSocial supports a wide range of social care and human service agencies. It offers a searchable community directory, eligibility screening, and document management. Users can confidently refer clients to services like food, housing, transportation, legal aid, or mental health care, all within the same platform. Each referral is tracked for outcome documentation and program evaluation.
Referral Insights & Impact
Program leaders and administrators can access real-time analytics. This helps them evaluate referral volume, completion rates, and turnaround times. GridSocial offers useful insights about which partners are doing well and where issues arise. These analytics assist with grant reporting, meeting the requirements of value-based contracts, and planning strategies to improve patient outcomes.
Designed to Integrate and Adapt
GridSocial connects with major electronic health record systems and care coordination platforms. This allows for smooth data exchange without interrupting current workflows. The system complies with HIPAA, offers role-based access controls, and enables two-way communication. Community-based organizations and health systems can work together safely, regardless of their technical abilities.
For Healthcare and Beyond
GridSocial is built to meet the various needs of healthcare professionals and community partners. Whether you are a hospital social worker, a behavioral health case manager, or a program coordinator at a nonprofit, the system supports your daily tasks. It helps healthcare teams focus on urgent referrals, schedule follow-ups, and review feedback. At the same time, it allows community partners to respond quickly, update outcomes, and cut down on the time spent managing separate tools or spreadsheets.
Frequently Asked Questions (FAQ)
By providing a closed-loop workflow and real-time tracking, GridSocial ensures that referrals result in scheduled services and completed care—whether it's a specialty consultation or a housing intervention.
GridSocial significantly reduces the administrative burden associated with referral tasks. The system's automated routing, eligibility checks, document handling, and notifications streamline these tasks, allowing staff to focus more on client and patient care and less on managing logistics.
Referring parties receive status updates, consult summaries, and completion confirmations directly within the system, helping healthcare teams stay informed and coordinated.
Yes. Through intelligent routing and real-time notifications, the platform facilitates rapid access to critical services, which are essential for managing chronic conditions or addressing urgent needs.
Absolutely. The referral management software is designed to support both healthcare and social services. Receiving agencies can confirm service delivery and track barriers or outcomes within the platform.
Traditional systems often send referrals without knowing what happens next. This leads to care breakdowns and missed opportunities. GridSocial changes that. Every referral includes confirmation, tracking, and documented outcomes. Healthcare and social care teams stay informed, reducing redundancy and ensuring better continuity of care.
GridSocial by SocialRoots.ai is a referral management platform that connects healthcare and social care, ensuring every patient receives the right support when needed. By linking hospitals, clinics, specialists, and community organizations, GridSocial makes it easier to create, track, and complete referrals, closing the loop on patient care.
The platform features closed-loop referral tracking, which ensures that referrals don’t just exit your system; they get fulfilled. Whether it’s medical follow-ups, mental health counseling, housing assistance, or food support, GridSocial gives providers complete visibility so they know exactly when services are delivered.
With workflow automation, everyday tasks happen automatically. This reduces the need for manual work, cuts down on mistakes, and allows staff to focus on patient care. When securely connected to EHR systems, important details like patient information, insurance data, and clinical records move smoothly between systems. There’s no need to enter the same information twice, which speeds up care transitions. Real-time alerts keep both the sending and receiving providers informed, ensuring every step in the process is completed without delays.
GridSocial also makes teamwork across care networks easier. It helps healthcare providers, specialists, and community partners work together more effectively. Its secure messaging tool enables quick, private conversations. This allows urgent needs to be addressed without compromising privacy.
For administrators, reporting and analytics provide useful insights into referral patterns, patient needs, and partner performance. This helps optimize networks and improve service delivery.
With GridSocial, organizations shift from fragmented, outdated systems to connected, patient-focused care. Every referral is tracked from start to finish, ensuring accountability and better health outcomes.
For administrators, reporting and analytics provide useful insights into referral patterns, patient needs, and partner performance. This helps optimize networks and improve service delivery.
Easy setup & Ongoing Support
Implementation is collaborative and easy to use. SocialRoots.ai provides onboarding support, system setup, and partner support services. Ongoing help includes training, API access, and regular system reviews to improve the performance of the referral network.
Healthcafe Ecosystem
From hospitals and FQHCs to behavioral health clinics and food pantries, GridSocial builds a connected referral network that covers the full range of care. It allows for joint case management, coordinated interventions, and responsibility for outcomes. This ensures that no patient or client is overlooked.
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