EquiLoop and your EHR
Your EHR records what happened in the clinic. EquiLoop records what happened next.
EquiLoop™ works alongside the electronic health record you already run. It sits above the record system rather than inside it, and it covers the community work that was never in the clinical record to begin with.
Two systems, two jobs
Keep your EHR for the chart.
An EHR is built around the clinical encounter. Much of what determines whether care is completed happens after the visit and outside the clinic, across programs and partners that never chart in the EHR. That is the work EquiLoop is built for.
What EquiLoop adds
The work that happens outside the exam room.
Everything here runs for community members whether or not they are patients of the clinic.
Service directory
One searchable directory of programs and services, clinical and non-clinical, so community members and staff see the same source of truth.
Service requests
Community members request services directly, and staff submit on their behalf, from any phone or computer browser with no app to download.
Screening and intake
SDoH, SBIRT, PHQ-2, PHQ-9, eligibility, intake and consent, and custom screeners, completed in person or sent by text or email.
Routing across programs
Requests route to the right department, program, or partner organization, with visibility for staff.
Referral tracking
Every referral, clinical or social, tracked from intake and consent through follow-up and escalation to a documented outcome.
Reporting
Disaggregated outcome data across clinical and non-clinical services, exportable for program, grant, and funder reporting.
How it connects
Built to integrate with the record system you already run.
Integration scope is defined at deployment, together with your IT team. EquiLoop is FHIR-ready. Scoping settles the following before any data moves between systems:
- Which data elements are exchanged, and which stay in one system only
- The direction of each exchange
- Frequency and method
- Who in your organization authorizes each data flow
- How behavioral health and substance use records are segmented
What stays the same
Your EHR stays the system of record.
- Clinical care and billing stay documented in your EHR.
- Community members and staff use EquiLoop in a web browser, with no app to download.
- Getting started takes less than two weeks.
Already have an EHR? That is the expected starting point. EquiLoop covers the community side of care that sits outside it.
Data control and security
Your data stays under your control.
- HIPAA-compliant, with a SOC 2 compliance framework in place.
- 42 CFR Part 2 segmentation for behavioral health and substance use records.
- U.S. data residency.
- Export at any time. All data and records are available in standard formats.
- Deletion on request.
In Production
EquiLoop™ in deployment
Rural health hub deployment with a multi-partner ecosystem. Includes both clinical and social services referrals.
See EquiLoop alongside your EHR.
A 30-minute walkthrough of how intake, referrals, and follow-up run next to the record system you already have.
