SocialRoots.ai for Nonprofits: AI Referral & Case Management Platform
Comprehensive healthcare technology platform for nonprofits and community organizations. GridSocial manages closed-loop referrals across housing, food, employment, and healthcare. GridPolaris coordinates mentoring and volunteers with AI matching. Pillar provides purpose-built EHR for integrated care planning and grant reporting. All with HIPAA compliance, Epic/Cerner integrations, and Salesforce sync.
What SocialRoots.ai Does
SocialRoots.ai is a healthcare technology company founded in 2024 that addresses the fragmented systems challenge facing community health organizations. When nonprofits coordinate care across multiple EHR platforms, manage referrals through spreadsheets, and track social determinants of health manually, critical information falls through the cracks. Clients get lost in the system, referrals never close, and staff spend more time wrestling with technology than serving communities.
The platform solves this through a suite of integrated products designed specifically for nonprofit needs. GridSocial creates closed-loop referral networks across housing, food assistance, employment, legal aid, and healthcare services, using AI to match clients with the right providers and tracking outcomes from intake to resolution. GridPolaris coordinates mentoring and volunteer programs with intelligent matching algorithms that pair mentors with mentees based on skills, interests, and goals. Pillar serves as a purpose-built EHR that goes beyond clinical records to integrate care planning, community referrals, volunteer coordination, and grant reporting in one unified system.
What makes SocialRoots.ai distinctive is its ability to work alongside existing systems rather than requiring wholesale replacement. The platform integrates with Epic, Cerner, AdvancedMD, NextGen, and Athena using FHIR and HL7 standards, while also syncing with Salesforce CRM in real-time. This means community health centers can modernize care coordination without abandoning existing EHR investments, and nonprofits can centralize stakeholder data from multiple systems into unified client charts that give staff complete visibility.
Best For
Organization Types
- Community health centers
- Multi-service nonprofits
- Social service agencies
- Healthcare provider networks
- Youth mentoring programs
Use Cases
- Care coordination across EHR systems
- Social determinants of health tracking
- Community referral management
- Mentoring program coordination
- Grant reporting and compliance
Key Roles
- Care coordinators
- Case managers
- Program managers
- Mentoring coordinators
- Clinical staff and administrators
Key Features for Nonprofits
GridSocial: Community Referral Management
Closed-loop referral system for housing, food, employment, healthcare, and social services
- AI-powered provider matching using comprehensive network database
- Centralized intake and case tracking from referral to outcome
- Automated notifications via email and SMS to reduce lost referrals
- Real-time dashboards tracking referral status across entire network
- Customizable intake forms requiring no developer involvement
GridPolaris: Mentoring & Volunteer Management
Intelligent matching and coordination for mentoring programs and volunteer engagement
- AI matching algorithms pairing mentors with mentees based on skills, interests, and goals
- Goal setting and progress tracking with automated milestone notifications
- Google Calendar integration for seamless session scheduling
- Secure messaging and communication tools for mentor/mentee interactions
- Automated attendance and engagement tracking by session type and program
Pillar: Purpose-Built EHR for Nonprofits
Electronic health records that go beyond clinical data to support community care ecosystems
- Integrated care planning, community referrals, and volunteer coordination in one system
- Built-in grant reporting tools designed for funder requirements
- FHIR and HL7 integration with Epic, Cerner, AdvancedMD, NextGen, Athena
- Fixed-price migration with zero downtime from legacy EHR systems
- Social determinants of health (SDOH) tracking within clinical workflows
AI-Powered Intelligence & Automation
Machine learning and predictive analytics reducing manual administrative work
- Automated case categorization and prioritization based on urgency and need
- Predictive analytics for risk forecasting and resource allocation
- AI-driven patient/client engagement with automated follow-up via AI caller
- Workflow automation with approval checkpoints and role-based access controls
- Real-time performance dashboards with data-driven decision-making tools
Integration & Interoperability
Seamless connections with existing systems and platforms
- Pre-built Salesforce connector with real-time bidirectional synchronization
- FHIR and HL7 certified standards for healthcare interoperability
- File-based data exchanges supporting CSV, JSON, and XML formats
- Custom API integrations for specialized organizational needs
- Unified data across multiple EHR, CRM, and referral systems
Compliance & Security
Enterprise-grade security and regulatory compliance for sensitive data
- HIPAA-compliant data handling and storage for healthcare information
- GDPR compliance for international data privacy requirements
- SOC 2 compliance support with EHR Log Tracker for security monitoring
- Real-time security monitoring with customizable alerts for high-risk activities
- Compliance dashboards with audit logs for regulatory reporting
Real-World Nonprofit Use Case
U.S. Community Health System: Modernizing Care Coordination Without Replacing EHR
How a community health system centralized care coordination across fragmented Epic and Cerner systems
The Challenge
A U.S.-based community health system operated with multiple EHR platforms (both Epic and Cerner) across different facilities. Care coordinators struggled to track social determinants of health (SDOH) because data lived in disconnected silos. Staff relied on spreadsheets to manage community referrals, leading to lost follow-ups and incomplete documentation. Leadership had limited visibility into operations, and the organization faced mounting pressure to support value-based care initiatives without clear outcome tracking.
The Solution
The organization implemented Pillar by SocialRoots.ai using FHIR and HL7 standards to integrate alongside existing Epic and Cerner systems. Rather than replacing functional EHR platforms (saving significant cost and disruption), they added Pillar as a unifying layer that connected care coordination data across disparate systems. The platform replaced manual spreadsheet tracking with unified digital client charts and enabled SDOH data capture directly within clinical workflows.
The Results
- Centralized care coordination without replacing existing multi-million dollar EHR investments
- Real-time SDOH visibility integrated into clinical workflows for all providers
- Eliminated spreadsheet dependency with unified client charts accessible across facilities
- Improved care team efficiency through automated workflows and notifications
- Enhanced leadership visibility enabling data-driven resource allocation decisions
- Strengthened value-based care initiatives with improved compliance reporting capabilities
This demonstrates how organizations can modernize care coordination and add new capabilities without the disruption, cost, and timeline associated with replacing established EHR systems. The interoperability approach preserved existing workflows while solving critical coordination gaps.
Pricing
SocialRoots.ai uses custom quote-based pricing that is not publicly disclosed. Pricing varies based on your organization's specific needs, including which modules you select (GridSocial, GridPolaris, Pillar, HRBridge, Patient Engagement Management), number of users, data volume, implementation requirements, and enterprise features.
Free Lite Plan
Free
SocialRoots.ai mentions a free Lite Plan, though specific features and limitations are not publicly disclosed.
- Limited access to core platform features
- Suitable for small organizations or pilot programs
- Contact SocialRoots.ai for specific feature details
Custom Enterprise Pricing
Contact for Quote
Pricing customized based on specific organizational needs, modules selected, and implementation scope.
- Full access to selected modules (GridSocial, GridPolaris, Pillar, etc.)
- EHR and Salesforce integrations included
- Comprehensive training and 24/7 support
- Request demo and quote through website
Pricing Factors
When requesting a quote, expect pricing to be influenced by:
- Modules Selected: GridSocial, GridPolaris, Pillar, HRBridge, or full suite
- Organization Size: Number of users, staff, clients served
- Data Volume: Number of cases, referrals, or patient records
- Integration Needs: EHR systems, Salesforce, custom APIs
- Implementation Scope: Migration complexity, training requirements
Nonprofit Discount & Special Offers
No Formal Nonprofit Discount Program Found
SocialRoots.ai does not advertise a formal nonprofit discount program or special pricing tier. However, the company has a dedicated nonprofits section on their website and emphasizes "affordable solutions tailored for community health" providers in their marketing materials.
Given the company's mission-driven focus on serving nonprofits and community organizations, custom pricing may take nonprofit budget constraints into consideration. The free Lite Plan may be designed specifically with smaller nonprofits in mind.
What to Do:
- Request a demo through the SocialRoots.ai website
- Ask specifically about nonprofit pricing during the sales conversation
- Inquire about the free Lite Plan features and eligibility
- Discuss budget constraints upfront to see if custom pricing accommodates nonprofit needs
Learning Curve
Moderate to Low Learning Curve
SocialRoots.ai is designed for ease of use with a minimal UI philosophy, web-based interface, and no-code customization. The platform provides comprehensive training and 24/7 support, making it accessible for teams without extensive technical expertise.
Easy to Learn
- Minimal UI described as easy to use
- Web-based platform with familiar browser interface
- Customizable forms require no coding or developer involvement
- Role-based dashboards tailored to specific user needs
- Automated workflows reduce complexity for end users
- Comprehensive training provided at all organizational levels
Time Investment Required
- Multi-module platform requires time to learn all features
- Healthcare-specific terminology may challenge non-clinical staff
- Integration setup may require technical expertise (though support provided)
- Custom configuration options add complexity for administrators
- Full organizational adoption typically takes 2-4 months
Estimated Learning Timeline
Basic User Proficiency: 1-2 weeks
Staff can navigate core features, create cases/referrals, use messaging tools, and view dashboards.
Advanced Features/Admin Functions: 1-2 months
Administrators master custom forms, workflow automation, reporting tools, and integration management.
Full Organizational Adoption: 2-4 months
Complete team onboarding, workflow optimization, and cultural shift to new unified system.
Note: These are estimates based on similar platforms. Inquire about implementation timelines during your demo to get organization-specific projections.
Integration & Compatibility
SocialRoots.ai is built for interoperability, offering deep integrations with major EHR systems and CRM platforms. The platform uses industry-standard FHIR and HL7 protocols for healthcare data exchange, ensuring seamless connections with existing technology investments.
EHR/EMR Systems
FHIR and HL7 certified integrations with major healthcare platforms:
- Epic
- Cerner/Oracle Health
- AdvancedMD
- NextGen Healthcare
- Athena Health
CRM & Business Systems
- Salesforce: Pre-built connector with real-time bidirectional synchronization
- Google Calendar: Seamless scheduling integration
- Email: Automated notifications via SMTP
- SMS: Text message notifications
Data Exchange & API Support
- FHIR APIs: Modern healthcare interoperability standard for real-time data exchange
- HL7 Standards: Traditional healthcare messaging protocol for batch transfers
- CSV Files: File-based import/export for bulk data operations
- JSON: Modern data format for API integrations
- XML: Structured data exchange for legacy system compatibility
- Custom APIs: Available for specialized integration needs
Integration Philosophy
SocialRoots.ai is designed to work alongside your existing systems rather than requiring wholesale replacement. This integration-first approach allows organizations to preserve existing EHR investments while adding unified care coordination, referral management, and program tracking capabilities. The platform creates a unifying layer that connects disparate data sources into cohesive client charts without disrupting established clinical workflows.
Pros & Cons
Pros
- Comprehensive Integrated Platform: Combines referral management, mentoring, case management, and EHR in one system, reducing vendor fragmentation
- Strong EHR Integration: FHIR/HL7 certified connections with Epic, Cerner, and other major platforms preserve existing investments
- AI-Powered Matching: Intelligent algorithms for mentor/mentee pairing and provider referrals improve outcomes
- Nonprofit-Specific Features: Built-in grant reporting, SDOH tracking, and community care workflows designed for nonprofit operations
- HIPAA & GDPR Compliant: Enterprise-grade security and compliance for sensitive health and social service data
- Free Tier Available: Lite Plan provides entry point for smaller organizations or pilot programs
- No-Code Customization: Forms and workflows can be tailored without developer involvement
- 24/7 Support: Round-the-clock expert assistance post-implementation
Cons
- Very New Company: Founded 2024 with limited proven track record (less than 2 years old)
- Sparse Independent Reviews: Few third-party reviews available to assess quality and reliability
- No Transparent Pricing: Custom quotes required, making it difficult to budget without sales engagement
- No Formal Nonprofit Discount: Despite targeting nonprofits, no advertised discount program
- Multi-Brand Confusion: SocialRoots.ai and GridPolaris.ai branding creates unclear positioning
- Healthcare Focus: May be too specialized for nonprofits without health or social services programs
- Platform Complexity: Multi-module system may overwhelm small organizations needing single-purpose tools
- Unknown Integration Capabilities: Limited public information about non-EHR integrations beyond Salesforce
Bottom Line
SocialRoots.ai is a promising but very new platform targeting an underserved niche: healthcare-focused nonprofits and community organizations needing integrated care coordination, referral management, and program management capabilities. The platform offers strong technical capabilities with EHR integrations, AI features, and comprehensive modules backed by an experienced enterprise software company (DataTerrain). However, the lack of independent reviews, transparent pricing, and proven track record makes quality and value assessment difficult. Organizations seriously considering SocialRoots.ai should request thorough demos, check references, start with pilot programs if possible, and have clear exit strategies if the young company's trajectory changes.
Alternatives to Consider
SocialRoots.ai offers a comprehensive integrated platform, but depending on your specific needs, you may benefit from specialized tools or more established alternatives. Consider these options based on whether you need the full suite or targeted functionality.
CaseWorthy
Cloud-based case management for multiple social service sectors
Best for: Nonprofits needing comprehensive case management without the healthcare EHR focus. CaseWorthy offers rules-based eligibility, HIPAA compliance, self-configuration tools, and step-by-step workflows across housing, food assistance, employment, and social services. More established platform with longer track record than SocialRoots.ai.
SureImpact
AI-powered impact measurement and program management
Best for: Nonprofits prioritizing outcomes tracking and impact measurement over referral management. SureImpact automates outcomes tracking, reduces reporting time by 60%, and transforms data into funder-ready insights. Starts at $3,000/year with transparent pricing (unlike SocialRoots.ai's custom quotes). Excellent for program evaluation and grant reporting.
Makerble
All-in-one CRM, case management, and impact measurement
Best for: Nonprofits wanting integrated CRM and case management with impact dashboards at lower cost. Makerble combines participant tracking, surveys, and real-time reporting while reducing M&E time by 75%. Offers free tier and affordable paid plans (£4.95/user/month) versus SocialRoots.ai's custom pricing. More accessible for smaller organizations.
When to Choose SocialRoots.ai Over Alternatives
- You operate a community health center requiring deep EHR integration with Epic or Cerner
- You need closed-loop referral management across housing, food, healthcare, and employment services
- You want to unify multiple functions (referrals, mentoring, case management, EHR) in one platform
- You require HIPAA-compliant tracking of social determinants of health (SDOH)
- You need Salesforce integration with real-time bidirectional sync
- You're comfortable being an early adopter willing to take calculated risk on newer platforms
Getting Started with SocialRoots.ai
1Request a Demo
Visit SocialRoots.ai and request a demo through their contact form. Given the lack of public pricing and limited reviews, the demo is critical for understanding whether the platform meets your needs. Come prepared with specific questions about your use case, required modules (GridSocial, GridPolaris, Pillar), EHR integration requirements, and Salesforce sync needs.
Key Demo Questions:
- What features are included in the free Lite Plan?
- What is the estimated pricing range for our organization size and modules?
- Can you provide references from similar nonprofits using the platform?
- What is the typical implementation timeline and support process?
- Is there nonprofit-specific pricing available?
2Check References & Conduct Due Diligence
Given that SocialRoots.ai is a very new company (founded 2024), rigorous due diligence is essential. Request at least 3 references from organizations similar to yours using the platform for 6+ months. Ask references specific questions about implementation experience, support responsiveness, actual pricing paid, platform reliability, and whether they would choose SocialRoots.ai again.
- Verify the company's backing by DataTerrain and financial stability
- Search for independent reviews on Capterra, G2, or nonprofit forums
- Ask about data portability and what happens to your data if you leave the platform
- Understand contract terms, including length, cancellation policy, and price escalation clauses
3Start with Pilot Program (If Possible)
Before committing to full organizational implementation, negotiate a pilot program with a limited user group or single department. This allows you to evaluate the platform's actual performance, user experience, integration reliability, and support quality without betting your entire operation on an unproven vendor. Consider starting with the free Lite Plan if it meets pilot requirements.
- Choose a pilot focused on one module (e.g., GridSocial for referral management)
- Define clear success metrics and evaluation criteria before starting
- Test critical integrations (EHR, Salesforce) during pilot to validate functionality
- Gather user feedback from staff and clients/patients during pilot phase
- Negotiate pilot terms that allow graceful exit if results don't meet expectations
4Plan Implementation & Training
Work with SocialRoots.ai's implementation team to develop a detailed rollout plan with clear milestones, responsibilities, and timelines. Take full advantage of the comprehensive training offered at all organizational levels. Plan for 2-4 months of full organizational adoption, with 1-2 weeks for basic user proficiency and 1-2 months for advanced features.
- Identify internal champions and super-users for each module
- Develop data migration plan for existing cases, referrals, and client records
- Configure role-based access controls before adding users
- Customize intake forms and workflows to match your processes
- Establish ongoing support channels and escalation procedures with the vendor
Need Help with Implementation?
We Can Help You Evaluate and Implement SocialRoots.ai
Choosing the right platform for referral management, case management, and care coordination is a major decision that affects your entire organization. As SocialRoots.ai is a very new platform, extra care in evaluation is essential. We help nonprofits and community health centers assess whether SocialRoots.ai fits their needs, conduct thorough vendor due diligence, negotiate pricing, plan implementations, and optimize existing systems.
- Vendor Evaluation: Independent assessment of SocialRoots.ai vs. alternatives for your specific use case
- Due Diligence Support: Reference checking, contract review, pricing negotiation for new vendors
- Implementation Planning: Phased rollout strategies, pilot program design, training plans
- Integration Guidance: EHR, CRM, and workflow integration architecture
- Change Management: Staff adoption strategies and organizational readiness
Frequently Asked Questions
What is SocialRoots.ai and what does it do?
SocialRoots.ai is a comprehensive healthcare technology platform for nonprofits and community organizations. It offers multiple integrated products: GridSocial for community referral management, GridPolaris for mentoring and volunteer coordination, Pillar for nonprofit EHR/EMR, HRBridge for recruitment, and Patient Engagement Management. The platform uses AI-powered matching algorithms, integrates with major EHR systems like Epic and Cerner, and provides HIPAA-compliant case management and tracking.
How much does SocialRoots.ai cost?
SocialRoots.ai uses custom quote-based pricing that varies based on organization size, specific modules needed, number of users, and implementation requirements. The company offers a free Lite Plan but does not publicly disclose specific pricing tiers. Organizations must contact SocialRoots.ai directly through their website to request a demo and receive a custom quote. No formal nonprofit discount program was found, though the company heavily markets to nonprofits with emphasis on affordable solutions.
What EHR systems does SocialRoots.ai integrate with?
SocialRoots.ai integrates with major EHR systems using FHIR and HL7 certified standards, including Epic, Cerner/Oracle Health, AdvancedMD, NextGen, and Athena. The platform also offers pre-built Salesforce integration with real-time bidirectional synchronization. These integrations allow nonprofits to modernize care coordination without replacing existing EHR investments.
Is SocialRoots.ai suitable for small nonprofits?
SocialRoots.ai can work for small nonprofits through its free Lite Plan, but it's most suitable for healthcare-focused community organizations, community health centers, or multi-service nonprofits that need integrated care coordination, referral management, or EHR capabilities. Very small nonprofits without healthcare focus may find specialized single-purpose tools more appropriate. The platform is designed to be scalable from small clinics to large hospital systems.
How does GridSocial's referral management work?
GridSocial is SocialRoots.ai's community referral management system that creates a closed-loop referral network across housing, food assistance, employment, elder care, legal aid, and healthcare services. It features centralized intake, AI-powered provider matching using a comprehensive network database, case tracking from referral to outcome, automated notifications via email and SMS, and real-time dashboards for tracking referral status. The system eliminates lost referrals and fragmented spreadsheet tracking.
What are the main concerns with using SocialRoots.ai?
The primary concerns with SocialRoots.ai are: (1) Very new company founded in 2024 with limited proven track record, (2) Sparse independent user reviews making quality assessment difficult, (3) No transparent pricing requiring custom quotes for every organization, (4) Multi-brand strategy between SocialRoots.ai and GridPolaris.ai creating potential confusion, (5) Strong healthcare focus may be too specialized for general nonprofit needs, (6) No confirmed formal nonprofit discount program despite marketing to nonprofits. Organizations should request thorough demos and check references before committing.
Does SocialRoots.ai offer training and support?
Yes, SocialRoots.ai provides comprehensive training for both clinical and administrative teams at all organizational levels. The platform includes 24/7 expert support available post-implementation. The system is designed with a minimal UI that is easy to use, with customizable forms requiring no developer involvement. Training helps teams become proficient with basic features within 1-2 weeks, with full organizational adoption typically taking 2-4 months.
Note: Prices may be outdated or inaccurate.
Ready to Explore SocialRoots.ai?
Request a demo to see if SocialRoots.ai's integrated platform meets your healthcare nonprofit's referral management, case management, and care coordination needs.