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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Transforming the relationship between nonprofits and data is at the heart of our mission for social change. We enhance your organization's effectiveness and broaden its influence through expert Salesforce consulting tailored for human services, philanthropy, and educational institutions. In the realm of social services, agencies often grapple with significant administrative challenges. The demand for clear, data-driven results to satisfy multiple funders can be particularly daunting, especially when navigating disparate databases that hinder effective tracking and analysis. Our comprehensive solutions are designed to unify your data across the entire organization, equipping you with the necessary tools to gauge your impact in various areas, including programs, fundraising, and overall operations. By drawing on our vast experience in creating custom solutions for human services, we proudly offer Exponent Case Management—a robust case management tool complete with advanced workflow capabilities, insightful analytics, and a contemporary interface that allows seamless integration with other systems. This innovative approach not only alleviates administrative burdens but also empowers organizations to focus on their mission more effectively.

Description

GridSocial, developed by SocialRoots.ai, is a comprehensive referral and care coordination solution tailored for healthcare providers, community organizations, and social service networks. This platform facilitates the creation, routing, and tracking of referrals from start to finish, guaranteeing that every request is fulfilled with complete transparency for all involved parties. The system features smart intake processes, automated referral routing based on both eligibility and urgency, real-time tracking capabilities, and thorough outcome reporting. By integrating with prominent electronic health record (EHR) systems like Oracle Health (Cerner), EPIC, AdvancedMD, and NextGen, GridSocial significantly improves interoperability while optimizing workflows. Noteworthy functionalities include customizable workflow options, secure collaboration tools for partner networks, and dynamic real-time dashboards. By utilizing GridSocial, organizations can effectively minimize care gaps, enhance the success rates of referrals, and tackle social determinants of health (SDoH), ultimately leading to improved patient outcomes and more efficient service delivery. Additionally, the platform’s user-friendly interface empowers stakeholders to engage and collaborate more effectively, fostering a unified approach to patient care.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
DailyPay Yes 
EpicCare EMR No 
Oracle Health EHR No 
Salesforce Yes 
athenaOne No 
eClinicalWorks No 

Integrations

Box No 
DailyPay No 
EpicCare EMR Yes 
Oracle Health EHR Yes 
Salesforce No 
athenaOne Yes 
eClinicalWorks Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Contact for pricing
Pricing is customized based on implementation scope, integrations, users, and care coordination requirements. Contact us for details.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Exponent Partners

Founded

2005

Country

United States

Website

www.exponentpartners.com

Vendor Details

Company Name

SocialRoots.ai

Founded

2024

Country

United States

Website

www.socialroots.ai/closed-loop-referral-system

Product Features

Human Services

Case Management Yes 
Certification & Licensing No 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management Yes 

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management Yes 
Fundraising Management No 
Member Database Yes 
Membership Management No 
Social Media Management No 
Volunteer Management Yes 

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management Yes 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Volunteer Management Yes 

Product Features

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management No 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Volunteer Management No 

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