Closed-Loop Referral Platform

EquiLoop™

The Closed-Loop Infrastructure Behind Social Prescribing

Track every health-related social need from screening through documented resolution. EquiLoop is the operational backbone of social prescribing, connecting community members to services, coordinating across partner networks, and proving outcomes to funders, all in one workflow.

EquiLoop closed-loop referral platform infographic showing registration, SDoH assessments, referral coordination, community programs directory, data dashboard, and grant reporting workflow
22,682
Individuals screened
93.9%
Closed-loop completion rate
45,458
Services delivered
32
Partner organizations

Rural health hub deployment with a multi-partner ecosystem. Includes both clinical and social services referrals.

Screening alone doesn't improve outcomes

Most organizations can identify social needs. The challenge is what happens next: the coordination, tracking, and follow-up that determines whether people actually get help.

Referrals vanish after the handoff

You send a referral to a partner organization. Then what? There's no system to track whether the individual was contacted, served, or fell through the cracks.

You can count referrals, not completions

Funders want completion rates, time-to-service, and barrier analysis. Most programs can report how many referrals were sent, not how many were resolved.

Follow-up is manual and inconsistent

Care coordinators track referrals in spreadsheets, sticky notes, and memory. When caseloads grow, follow-up drops off and people fall through.

Everything between the screening and the outcome

EquiLoop provides the infrastructure that turns a one-time screening into an ongoing, trackable care coordination workflow.

Digital Enrollment & Consent

Mobile-first, multilingual intake that replaces paper forms. Configurable to any program's eligibility and consent requirements.

Mobile-firstMultilingualQR code access

SDoH Screening & Needs Assessment

Recurring assessments across food, housing, transportation, behavioral health, utilities, and more. Not one-and-done, but part of an ongoing care cycle.

PHQ-2/9ACEsCustom tools

Closed-Loop Referral Tracking

Every referral tracked from initiation through documented resolution. Partners receive, accept, act on, and confirm referrals within a shared system.

Status trackingPartner directoryOutcome docs

Automated Follow-Up & Escalation

Configurable follow-up via SMS and email. Aged referrals trigger escalation alerts at 7, 14, and 30+ days, so nothing ages without visibility.

SMS + EmailEscalation rulesMultilingual

Dashboards & Reporting

Role-based dashboards for operations, leadership, and funders. Exportable KPI packs on weekly, monthly, and quarterly cadence, audit-ready out of the box.

Role-basedEquity analyticsExportable

Six things every program gets

Capabilities describe what the platform does. These describe what your program experiences, operationally and over time, when EquiLoop is the infrastructure behind it.

1

A closed loop, not just a referral

Your existing partners become a governed, tracked workflow. Every referral has a status, an owner, and a path to documented resolution, with escalation at 7, 14, and 30 days.

2

Every social driver tracked to resolution

Food, housing, transportation, utilities, benefits, and behavioral health move through a workflow instead of sitting as checkbox fields. You can report how many needs were resolved, not just screened.

3

A network that gets stronger as it grows

Each partner joins with defined routing and response expectations, so adding partners extends reach and resolution speed without the same increase in coordination work.

4

Reporting built in, not assembled at deadline

Funder-ready exports, role-based dashboards, and equity analytics come from the workflow itself, so the documentation already exists when reporting time comes.

5

A team that stays for the life of the program

Training for new hires, quarterly outcomes reviews, and help onboarding new partners are part of the engagement, not add-ons after go-live.

6

An evidence base for your next funding ask

Documented completion rates, time-to-service, and equity reach position a program for renewal and expansion funding, and for grants that require proof of prior performance.

ROI & Outcomes
See the business case: time saved, revenue recovered, and accountability built.
Why EquiLoop →
EquiLoop In Action

Same-day resolution: from screening to restored water service

A community member in Western Maryland had their water shut off for over a week, creating immediate health risks. Through EquiLoop, a community health worker identified the issue during a routine SDoH screening. The referral was routed to the Department of Social Services and acted on the same day.

Water service was restored by 1 PM. A need that would have gone untracked for days was identified, routed, and documented in hours, because the workflow closed the loop automatically.

See more impact stories →
Same Day
Screening to resolution, water service restored by 1 PM
SDoH Screening: utility shutoff identified during routine assessment
Referral Routed: sent to the Department of Social Services through EquiLoop
Documented Resolution: outcome confirmed and recorded in the closed loop
Security & Compliance ✓ HIPAA-compliant ✓ FHIR-Ready ✓ Role-based access ✓ 256-bit AES encryption ✓ Audit logging ✓ BAA-ready ✓ U.S. data residency

Turn Referrals Into Documented Outcomes

From screening to resolution, EquiLoop gives your team the infrastructure to coordinate care, track outcomes, and report impact, in days, not months.

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