Managing Referrals and Follow-Up in EquiLoop

EquiLoop makes it easy to create, send, and manage referrals across a network of community and clinical partners. Users can generate referrals directly from screening results, include service notes, and select from pre-vetted partners based on need. Each referral includes an expected response window and automated reminders if action is not taken. Follow-up workflows ensure clients don’t fall through the cracks—users receive alerts for missed connections or unresolved referrals, and outcomes are tracked in real time.