How CMS SDoH Rules Are Transforming Public Health Technology

How CMS SDoH Rules Are Reshaping Public Health Technology

In recent years, the link between health outcomes and social needs has become impossible to ignore. But in 2024, the Centers for Medicare & Medicaid Services (CMS) made it official:
Addressing Social Determinants of Health (SDoH) is now a compliance requirement—not just a best practice.

The implications are huge—for public health agencies, Medicaid-serving providers, and community organizations alike. Many are asking:
Are our current systems equipped to meet the moment?

What the New CMS Rules Actually Say

CMS now requires healthcare providers—especially those serving Medicaid populations—to:

  1. Screen for key SDoH factors such as food insecurity, housing instability, transportation barriers, utility access, and interpersonal safety
  2. Document whether those needs are being met
  3. Track and report follow-up actions taken

This is part of CMS’s broader push to advance health equity, improve outcomes, and reduce avoidable healthcare spending by addressing the root causes of illness and poor health.

In short: it’s not enough to ask the right questions—you have to prove that help was delivered.

These include:

  • Was care actually accessed after the referral?
  • Were underserved populations reached?
  • Did the intervention close a gap in access or improve follow-up care?
  • Did digital tools reduce friction for families or front-line staff?

In other words, we’re moving beyond process and starting to measure progress.

Why Legacy Systems Fall Short

While many providers use Electronic Health Records (EHRs), these systems weren’t designed to manage social needs. Referral tracking across external organizations—like housing nonprofits or food banks—often happens via:
Paper forms

  • Shared spreadsheets
  • Unsecured email
  • Or not at all

These manual approaches make it nearly impossible to prove that a referral was resolved. That means missed care, lost funding, and non-compliance risk.

The Tech Response: Purpose-Built Platforms Like EquiLoop

Enter EquiLoop—a Closed-Loop Referral Platform built in partnership with public health departments and community providers. It was designed from the ground up to meet the needs that CMS is now elevating.

With EquiLoop, teams can:

  • Digitally screen individuals for SDoH across multiple domains
  • Route referrals to local service providers in real time
  • Track status updates and confirm completion
  • Automate follow-up using multilingual reminders
  • Generate real-time compliance and impact reports

It’s not just better coordination—it’s proof of follow-through.

From Policy to Opportunity

For public health leaders, these CMS changes can feel like another heavy lift. But the reality is:
✅ They create urgency
✅ They justify funding
✅ And they reward teams that can show outcomes—not just intent

Organizations that embrace modern tools like EquiLoop are better positioned to:

  1. Secure grants and Medicaid reimbursement
  2. Demonstrate impact to funders and legislators
  3. Reduce administrative burden on staff
  4. Improve the health of their communities

Call to Action

Policy is pushing us to act—but technology is what allows us to follow through.
If your team is still relying on spreadsheets to track social needs, it’s time for a change.

👉 Talk to our team to learn how EquiLoop makes SDoH tracking, follow-up, and reporting easier than ever.

author avatar
Kay Chandler
Director of Communications at WellCheck. Total Health Equity Advocate. UVA Graduate.

Find answers here

Hi there! Ask Us a Question We are ready to help

Search