Exponent Case ManagementExponent Partners
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GridSocialSocialRoots.ai
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Related Products
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About
Technology for Social Change. We transform your nonprofit's relationship with data to improve programs and amplify impact. Our Salesforce consultants specialize in whole agency solutions for human services, philanthropy, and education organizations. Social services agencies are faced with an overwhelming administrative burden. You are expected to deliver results data to numerous funders, often through disconnected funder databases that don’t give you access to track and analyze your results. Our solutions span your whole agency by linking your data together and providing the tools to understand your impact in programs, fundraising, and operations. Leveraging our extensive experience building custom solutions for human services agencies, we’ve also developed Exponent Case Management–a fully-featured case management solution that provides powerful workflow, accessible analytics, and a modern platform that can be integrated with other systems.
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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).
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
Human services agencies searching for a powerful Social Work Case Management solution
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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).
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationExponent Partners
Founded: 2005
United States
www.exponentpartners.com
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Company InformationSocialRoots.ai
Founded: 2024
United States
www.socialroots.ai/closed-loop-referral-system
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Categories |
Categories |
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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
Not Supported
Child Welfare Management
Supported
Document Management
Supported
Reporting & Statistics
Supported
Scheduling
Supported
Time Tracking
Supported
Training Management
Supported
Nonprofit Features
Accounting
Not Supported
Committee Management
Not Supported
Donor Management
Not Supported
Dues Management
Not Supported
Event Management
Supported
Fundraising Management
Not Supported
Member Database
Supported
Membership Management
Not Supported
Social Media Management
Not Supported
Volunteer Management
Supported
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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
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Integrations
Box
Supported
DailyPay
Supported
EpicCare EMR
Not Supported
Oracle Health EHR
Not Supported
Salesforce
Supported
athenaOne
Not Supported
eClinicalWorks
Not Supported
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Integrations
Box
Not Supported
DailyPay
Not Supported
EpicCare EMR
Supported
Oracle Health EHR
Supported
Salesforce
Not Supported
athenaOne
Supported
eClinicalWorks
Supported
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