The closed-loop infrastructure behind Social Prescribing SDOH Navigation Health Equity Rural Health Care Coordination

The connective tissue
between screening and outcome.

WellCheck builds the tools that connect screening, referral, coordination, and reporting across the organizations that serve a community.

Community-Integrated Care Coordination, built modular. Run EquiLoop end-to-end, start with one piece, or connect it to what you already have. Either way, your team screens once, refers once, and reports once, across every partner in your network.

Connecting Health Outcomes & Community Services
Food-as-medicineBehavioral healthSubstance use & recoveryHousing servicesTransportationBenefits & utility assistance
For Grant-Funded Programs

Spend the grant on the work, not the report.

Grant tracking, in detail →
Award budgets
Held alongside the work they fund
Deadlines
Reminders before any deliverable is due
Document once
Each service feeds the funder report
Stories that protect people
Participant stories, identifying details removed
Core Capabilities

Modular by design.
Shaped to your scope.

Run the full platform or start with one piece. Already have a referral system, or closed-loop referral is not a priority right now? There is still a place to start. We shape the build to your operation, your data, and your reporting needs.

📋

Digital Intake, Enrollment & Consent

Mobile-first workflows for community and school settings. Multilingual support, audit-ready exports, and configurable forms that match any program's eligibility and data capture requirements.

Mobile-firstMultilingualAudit-ready
🩺

Screening

Configured to your program. Standard instruments including SBIRT, PHQ-2, and PHQ-9 run alongside SDOH, eligibility, and communicable disease screening, including COVID, in the same workflow. We also build custom screeners, intake forms, and consent forms. Results land in one record whether collected in person or by link.

SBIRTPHQ-2 / PHQ-9SDOH & eligibilityCustom screeners
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Navigation & Care Coordination

Structured tasking and reminders for scheduling, follow-up, transportation, and benefits support. Case documentation and continuity tools that keep field teams coordinated across sites.

Task managementFollow-upMulti-site
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Closed-Loop Referrals + Resource Directory

Referral routing and status tracking from initiation through completion. Governed resource directory, follow-up logging, outcome documentation, and escalation views, so no one falls through the cracks. Program matching surfaces the programs that address each identified need at intake. This is the operational backbone behind social prescribing in U.S. care delivery.

Referral trackingProgram matchingDirectory governanceEscalation views
🗺️

Curated Network & Service Directories

We help identify, recruit, and onboard the partner and service provider organizations your referrals depend on, and keep the network current as programs change. We also build client-branded public directory sites, organized by category and kept up to date, so residents and staff can find local services without a login.

Partner recruitmentNetwork onboardingClient-branded directories
🚪

Community Front Door

One entry point for every partner: public directory, self-referral, pre-screening, document upload, and routing to the right program. Program matching surfaces the programs that address each need identified at intake.

Self-referralPre-screeningDocument uploadRouting
📣

Broadcast

Outbound SMS and email to the groups you define. Send a screener as a link that opens in any browser on a phone or computer, with no app to download, and results return to EquiLoop the same way an in-person screening does. Use it for health fairs, vaccine clinics, community events, and program openings.

SMS & emailSegmentationSchedulingDelivery reportingSMS opt-out
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Dashboards, Analytics & Reporting

Role-based dashboards for ops, leadership, and funders. KPI libraries covering referral completion, time-to-service, utilization, and equity reach. Exportable quarterly and annual reporting packs, audit-ready. Funder reports can include participant stories with identifying details removed.

Role-basedKPI librariesEquity analyticsRedacted narrativesQA/QI
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Grant Tracking & Deliverables

Award amounts and budget line items held alongside the work they fund. Deliverable deadlines tracked with reminders, so nothing a funder is waiting on arrives late. Each service is recorded once and feeds the referral, the follow-up, and the funder report. See how this works for grant-funded programs.

Award budgetsDeadline remindersDocument onceFunder-ready
⚙️

Data Exchange & Integration

EquiLoop sits above the record system rather than inside it. It is built to integrate with the record system a program already runs, and integration scope is defined at deployment. Where there is no record system, EquiLoop operates as the workflow system of record. Integration is real work, and we are transparent about scope and timeline. See how EquiLoop works alongside your EHR.

Record-system integrationScope defined at deploymentEHR integrationSystem of record
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Custom Builds

Client-branded websites, records applications, and data tools, built and maintained by the same team that runs the platform. If it helps your team connect people to services or document the work, ask us.

WebsitesRecords applicationsData tools
Alongside Your EHR

Your EHR records what happened in the clinic. EquiLoop records what happened next.

EquiLoop works alongside the EHR you already run. Your EHR stays the system of record for clinical care and billing, and EquiLoop covers the community work that was never in the clinical record to begin with. Getting started takes less than two weeks.

How it works with your EHR
How We Work

A partner, not a vendor.

Go-live is the start, not the finish. WellCheck stays engaged for the life of every deployment, supporting your team, surfacing what's working, and helping you hit the outcomes your funders are watching.

  • Hand-in-hand deployment: we ride with you from go-live forward, not just through implementation
  • Training built in: best practices, closing-the-loop workflows, and platform fluency, included
  • Outcomes support: when grant numbers drift, we surface what to adjust and how to recover
  • Same team, every quarter: no account-rep churn, no handoff between phases
  • One flat subscription, monthly or annual: no per-seat or usage charges, and pricing shared up front
Security & Compliance

HIPAA-compliant.
Flow-down ready.

We align with prime policies and required data handling, residency, and subcontractor compliance requirements.

  • HIPAA-compliant and BAA-capable
  • Role-based access & encryption
  • Audit logging & incident response
  • U.S.-only data residency support
  • Operates within a SOC 2 compliance framework
  • FHIR-ready
  • 42 CFR Part 2 data segmentation for SUD and behavioral health records
  • AES-256 at rest, TLS 1.3 in transit
  • Full data portability and deletion rights
  • Tribal data sovereignty agreements executed as required
  • EHR integration, with scope defined at deployment
  • Mobile-first and offline-capable for field work

UEI, CAGE, and NAICS codes are in our capabilities statement (PDF).

Workforce Training

Training CHWs, care navigators, and advocates to coordinate care on EquiLoop.

Our team brings a background in workforce training. We train your community health workers, care navigators, and advocates on EquiLoop using the workflows they will run in the field. Training is part of every deployment.

Screening
Running screeners in person and by link
Referral
Routing each need to the right program or partner
Follow-up
Tracking every referral to a documented outcome
Documentation
Recording each service once for the funder report
In Production

EquiLoop™ in deployment

93.9%
Closed-loop completion rate
22,682
Individuals screened
45,458
Services delivered
32
Partner organizations engaged

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

Let's Build Something Together

WellCheck is built for the partners doing the hardest work in public health: FQHCs, AHECs, CBOs, LHDs, Tribal health programs, rural networks, and any organization closing the loop on social drivers of health. Let's talk about your program.

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