Flagship Platform

EquiLoop

The Closed-Loop Referral Platform for Total Health Equity

Track every social need from screening through documented resolution. Connect community members to services, coordinate across partner networks, and prove 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
Single client deployment
93.9%
Referral completion rate
Single client deployment
45,458
Services delivered
Single client deployment

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.

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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.

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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.

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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.

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Digital Enrollment & Consent

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

Mobile-firstMultilingualQR code access
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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
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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
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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
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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
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 immediately.

Water service was restored by 1 PM the same day. What once took days of phone calls and coordination happened in hours.

See more impact stories →
Same Day
Screening to resolution — water service restored by 1 PM
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SDoH Screening — Utility shutoff identified during routine assessment
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Referral Routed — Sent to Dept. of Social Services via EquiLoop
Documented Resolution — Outcome confirmed and recorded in the closed loop
Security & Compliance HIPAA-compliant 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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