Prepared for: David Windom, MSHS — Mason County Health Department
Rural providers screen patients for social needs — housing, food, transportation, behavioral health — but have no reliable way to track whether those referrals are completed. Up to 50% of referrals are never fulfilled. Staff spend hours on manual follow-up. Commissioners cannot measure the impact of community health investments.
EquiLoop™ is a HIPAA-compliant, mobile-first care coordination platform that closes the referral loop — from initial screening, to electronic referral, to confirmed service delivery. One system. Real outcomes. Exportable reports. No more chasing referrals by phone.
HRSN screening at point of care — housing, food, transport, behavioral health
Electronic referral routed to the right CBO or service provider instantly
Automated status updates — no manual follow-up calls
Service delivery confirmed. Outcome documented. Report ready.
| Task Replaced by EquiLoop™ | Time Saved / Referral | At 20 Referrals/Week | Annual Hours Returned |
|---|---|---|---|
| Manual referral follow-up (phone, fax, paper) | ~30 min | 10 hrs/week | 520 hrs/year |
| Encounter documentation (manual notes) | ~15 min | 5 hrs/week | 260 hrs/year |
| Grant reporting compilation (manual data pull) | Days per report | — | 48–158+ hrs/year |
| Total staff time redirected to direct patient care | 820–1,000+ hours/year | ||
Every CBO and service provider in the network is on record. Referral acceptance, follow-up actions, and service delivery are time-stamped and attributed. No more black holes — commissioners see exactly who did what, and when.
EquiLoop™'s Master Person Index deduplicates records across organizations. Duplicate referrals, duplicate service claims, and ghost encounters are flagged automatically — protecting program integrity and public funds.
One dashboard. All providers. All CBOs. All referral activity across Mason County — visible in real time to authorized administrators. No more siloed spreadsheets or disconnected reports.
WellCheck EquiLoop™ — Full Capability & Investment Overview
For Washington Rural Health Association commissioners — Mason County | Prepared by WellCheck | June 2026
- HRSN screening (housing, food, transport, behavioral health)
- Electronic closed-loop referral management
- Real-time referral status tracking & automated follow-up
- Statewide / regional resource directory (live, self-updating)
- Secure messaging & shared care plans
- 42 CFR Part 2 data segmentation for SUD records
- FHIR-based EHR integration (Epic/OCHIN — 3+ years live)
- HMIS integration for housing & social service providers
- Role-based dashboards for providers, CBOs & administrators
- Quarterly & annual grant reporting — in minutes, not days
- Mobile-first — works on phones in low-connectivity environments
- Workforce Development Academy (WDA) on-demand training
| Category | Per Week | Per Quarter | Per Year |
|---|---|---|---|
| Grant Reporting — Manual Effort | 1.2–3 hrs | 15–40 hrs | 60–160 hrs |
| Grant Reporting — With EquiLoop™ | 0.04–0.23 hrs | 0.5–3 hrs | 2–12 hrs |
| Grant Reporting Time Saved | 1–2.8 hrs saved | 12–39.5 hrs saved | 48–158+ hrs saved |
| Referral Follow-Up (Manual) | 10 hrs | 130 hrs | 520 hrs |
| Encounter Documentation (Manual) | 5 hrs | 65 hrs | 260 hrs |
| Closed-Loop Workflows Time Saved | 15–25+ hrs saved | 195–325+ hrs saved | 780–1,300+ hrs saved |
| TOTAL STAFF TIME REDIRECTED | 16–28+ hrs/wk | 207–365+ hrs | 828–1,458+ hrs/yr |
Every service provider and CBO receiving county-funded referrals is visible in one system. Commissioners can see who is accepting referrals, who is completing them, and who is falling short — by organization, service type, and time period.
EquiLoop™'s Master Person Index deduplicates individuals across all organizations in the network. Duplicate service claims and ghost encounters are flagged automatically, protecting public funds and ensuring reporting accuracy to the state and federal funders.
No more waiting for quarterly spreadsheets. Authorized county administrators see referral volume, completion rates, and unmet needs in real time — across every participating provider in Mason County — from one secure dashboard.
Every referral, every encounter, every status update is time-stamped, attributed, and immutable. When a funder or auditor asks what happened with a program, the answer is in EquiLoop™ — not in someone's email inbox.
WellCheck is ready to present to Washington commissioners in person or virtually.
Contact WellCheck — Chris Nickerson, CEO | cnickerson@wellcheck.us | (877) 721-0624
