EquiLoop FAQ

Questions, answered.

What EquiLoop does, how programs get started, how reporting and data are handled, and what it costs.

The platform

What is EquiLoop?

EquiLoop is WellCheck’s closed-loop referral platform. It connects healthcare providers, public health agencies, and community organizations in one workflow, so a need identified at screening is tracked through referral and follow-up to a documented outcome, and the reporting funders ask for is built from that same record. See how EquiLoop works.

What does “closed-loop referral” mean?

A referral is closed when the service was delivered and that delivery was confirmed back to the organization that made the referral. Most tracking stops once a referral is sent. EquiLoop follows each referral through five points: the need is identified, routed to a partner, accepted, delivered, and confirmed back. Referrals that stall trigger escalation at 7, 14, and 30 days. Where referrals break down.

Who is WellCheck built for?

Health departments, FQHCs, AHECs, community-based organizations, school-based health centers, health hubs, mobile health programs, and grant-funded programs, especially networks where several organizations share responsibility for the same people. WellCheck started in rural communities, and the platform is built to work where infrastructure is thin.

Do staff or community members need to download anything?

No. EquiLoop runs in a web browser on any computer, tablet, or phone. Community members can complete a screener from a link that opens in any browser, with no app to download.

Does EquiLoop work in languages other than English?

Yes. Intake and screening are multilingual, and screeners and forms can be set up in the languages your community uses.

Can we reach community members by text or email?

Yes, outbound. Broadcast sends SMS and email to the groups you define, for events, clinics, program openings, or a screener link. Results from a screener sent this way return to EquiLoop the same way an in-person screening does, and recipients can opt out of SMS.

Fit and setup

Does EquiLoop replace our record system?

No. 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.

Can we start with one program, or one part of the platform?

Yes. EquiLoop is modular. You can run it end to end, or start with one program or one piece, such as screening, Broadcast, or a resource directory, and add more later. See all capabilities.

How long does it take to get started?

Less than two weeks. Integration with an existing record system, where you want it, is scoped separately at deployment, and we are transparent about scope and timeline.

Can you build our own screeners and forms?

Yes. Standard instruments such as SBIRT, PHQ-2, and PHQ-9 run alongside SDOH, eligibility, and other screening, and we build custom screeners, intake forms, and consent forms for your program.

Do you help bring partner organizations into the network?

Yes. We help identify, recruit, and onboard the partner organizations your referrals depend on, and keep the network current as programs change. Each partner joins with defined routing and response expectations, and adding partners never raises the price.

Reporting and grants

What reporting does EquiLoop produce?

Role-based dashboards for operations, leadership, and funders; KPIs covering referral completion, time-to-service, and equity reach; and exportable reporting packs on a weekly, monthly, quarterly, or annual cadence. Because reporting comes from the workflow itself, the documentation already exists when a report is due.

How does EquiLoop help with grant reporting and deadlines?

Award amounts and budget line items are held alongside the work they fund, and deliverable deadlines are tracked with reminders before anything is due. Each service is recorded once and feeds the referral, the follow-up, and the funder report. Grant-funded programs.

Can funder reports include participant stories?

Yes. Funder reports can include participant stories with identifying details removed, so a report can show impact without exposing anyone.

Data and security

Is EquiLoop HIPAA-compliant?

Yes. EquiLoop is HIPAA-compliant, and we provide a Business Associate Agreement (BAA). Data is encrypted with AES-256 at rest and TLS 1.3 in transit, access is role-based, and activity is audit-logged.

Where is our data stored, and who owns it?

EquiLoop supports U.S.-only data residency. Your organization’s data remains yours, with full portability and deletion rights. For tribal nations, data sovereignty agreements are executed as required.

Can EquiLoop handle substance use and behavioral health records?

Yes. EquiLoop supports 42 CFR Part 2 data segmentation for substance use disorder and behavioral health records. For school-based programs, records handling can be set up for FERPA, HIPAA, or both.

Pricing

How is EquiLoop priced?

One flat subscription for your organization, billed monthly or annually. There are no per-seat or usage charges, so adding staff or partners never raises the price. Pricing is shared up front.

Are there setup or customization costs?

Setup is a one-time cost, and customization is quoted separately. Both are shared up front, before you commit.

Training and support

Is training included?

Yes. Training is part of every deployment. We train your community health workers and care navigators on the workflows they will run in the field, and train new hires as your team changes. The same team stays with you after go-live, with quarterly outcomes reviews and help onboarding new partners.

How do we get support?

Email support@wellcheck.us, 8 a.m. to 8 p.m. Eastern, seven days a week, or open a ticket through the WellCheck knowledge base.

What is the Workforce Development Academy?

A white-label learning platform for AHECs, CBOs, and community programs: staff development, public-facing courses, certificates and credentials, and public enrollment with payment, so training can become a source of revenue that outlasts a grant cycle. Explore the Academy.

Have a question that isn’t here?

A 30-minute walkthrough puts your program’s questions in front of the team that builds EquiLoop.

Book a 30-Minute Walkthrough → Already a client? Email support@wellcheck.us.

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