Collaborate

Collaborate

Network Ninja
GridSocial

GridSocial

SocialRoots.ai
+
+

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About

Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff. It's built to easily track intakes, services, goals, outcomes, and funder reports. Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more. Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems. Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support. To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.

About

GridSocial by SocialRoots.ai is a closed-loop referral and care coordination platform designed for healthcare providers, community-based organizations, and social service networks. It enables organizations to create, route, and track referrals end-to-end, ensuring every request is completed with full visibility across stakeholders. Our platform supports intelligent intake, automated referral routing based on eligibility and urgency, real-time tracking, and outcome reporting. With integration to leading EHR systems such as Oracle Health (Cerner), EPIC, AdvancedMD, and NextGen, GridSocial enhances interoperability and streamlines workflows. Key capabilities include customizable workflows, secure collaboration tools, partner network management, and real-time dashboards. GridSocial helps organizations reduce care gaps, improve referral success rates, and address social determinants of health (SDoH).

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Human services organizations looking for case management software

Audience

Healthcare providers, hospitals, payers, clinics, community-based organizations (CBOs), social service agencies, government health programs, and care coordination teams focused on managing referrals and addressing social determinants of health (SDoH).

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

On Request
Free Version Not Supported
Free Trial Not Supported

Pricing

Contact for pricing
Pricing is customized based on implementation scope, integrations, users, and care coordination requirements. Contact us for details.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Network Ninja
Founded: 1998
United States
collaboratesoftware.com

Company Information

SocialRoots.ai
Founded: 2024
United States
www.socialroots.ai/closed-loop-referral-system

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Categories

Categories

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Supported

Human Services Features

Case Management Supported
Certification & Licensing Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Supported
Time Tracking Supported
Training Management Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Not Supported
Referral Management Supported
Reporting & Statistics Supported
Scheduling Supported
Volunteer Management Not Supported

Integrations

EpicCare EMR Not Supported
Oracle Health EHR Not Supported
athenaOne Not Supported
eClinicalWorks Not Supported

Integrations

EpicCare EMR Supported
Oracle Health EHR Supported
athenaOne Supported
eClinicalWorks Supported
Claim Collaborate and update features and information
Claim Collaborate and update features and information
Claim GridSocial and update features and information
Claim GridSocial and update features and information