Chandler Smith
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Articles
Recent activity by Chandler Smith-
Deleting a Staff Member or Administrator
🔍 What You'll Learn:How to delete a staff user out of the EquiLoop system.✅ Steps:➡️ At the Administrator Management PageClick the white "Delete" button in the corresponding row of the profile you ...
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Updating a Staff Member's Details (including changing their Password)
🔍 What You'll Learn:How to update user info for staff. You can update everything, with the lone exception being Username.✅ Steps:➡️ At the Administrator Management PageClick the blue "Edit" button...
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How to Add an Administrative User?
🔍 What You'll Learn:How to setup additional teammates to provide them with access credentials to EquiLoop.✅ Steps:➡️ Log in to EquiLoop.Access through your organization's assigned URL (typically yo...
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How to Access EquiLoop?
🔍 What You'll Learn:➡️ How to login to EquiLoop via your organization's assigned URL. 🧭 Step-by-Step Instructions:Please have your provided login and password ready to enter. If you have not rec...
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SDoH Screening and Outcome Reporting with EquiLoop
EquiLoop supports customizable SDoH screenings that assess for food insecurity, housing, behavioral health, transportation, and more. Screenings can be deployed via tablet, link, or SMS, with suppo...
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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...
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FAQ: Is EquiLoop Secure and HIPAA-Compliant?
Yes. EquiLoop meets HIPAA standards for data security and privacy. All data is encrypted in transit and at rest, with full audit logging, role-based access, and administrative controls to manage pe...
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FAQ: How Does Consent Work Within EquiLoop?
EquiLoop supports digital consent collection as part of the referral workflow. Users can collect, store, and manage consent forms directly through the platform, ensuring secure documentation and co...
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FAQ: Can Community-Based Organizations (CBOs) Use EquiLoop Without a Clinical License?
Yes. EquiLoop was designed to work across both clinical and non-clinical organizations. Community-Based Organizations can receive, manage, and respond to referrals without needing an EHR or medical...
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FAQ: How Does EquiLoop Help with Outcome Tracking and Reporting?
EquiLoop includes real-time dashboards that show referral status, service delivery outcomes, and unresolved needs. It allows users to filter by program, partner, date range, or referral type—making...