--- title: "GridSocial Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about GridSocial Software - reviews, pricing plans, popular comparisons to other Patient Case Management products and more." source_url: "https://www.capterra.com/p/10026486/Community-Request-and-Referral-Management/" page_type: "product" language: "en" --- # GridSocial Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) GridSocial ## What is GridSocial? SocialRoots.ai delivers a connected healthcare ecosystem through its flagship GridSocial platform. At the core is a Closed-Loop Referral System that tracks every referral from initiation to completion, connecting physicians, care managers, social workers, and health plan administrators on one unified platform. It works seamlessly with or without an EHR, making it ideal for community health settings, social care organizations, and clinical teams alike. We also offer automated legacy EHR migration with a fixed price and timeline guarantee, plus deep integrations with Epic, Cerner (Oracle Health), AMD, and more via FHIR/HL7 standards. Advanced analytics turn existing data into actionable insights, while AI-powered features, including an intelligent post-visit caller and revenue cycle automation, reduce administrative burden and improve patient outcomes. ## What is GridSocial used for? [Referral](https://www.capterra.com/referral-software/)[Patient Case Management](https://www.capterra.com/patient-case-management-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for GridSocial?[Manage this product listing](https://www.g2.com/products/gridsocial/claim_requests/new?auto=true) ## GridSocial Overview Updated September 2026 AI summary GridSocial offers case management and referral tools for organizations of all sizes, supporting teams with activity dashboards, case notes, and reporting features. With HIPAA compliance and options like customizable forms, multi-factor authentication, and role-based permissions, it helps businesses manage sensitive cases securely. GridSocial is delivered via cloud, SaaS, and web-based deployment. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### GridSocial 0.0 VS. [4.5 (1,063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting Price Contact vendor Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (1,063) Value For Money 0.0 (0) Value For Money 4.6 (878) Customer Service 0.0 (0) Customer Service 4.5 (869) ## GridSocial alternatives Highest Rated [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $179.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [PlanStreet](https://www.capterra.com/p/223060/PlanStreet/) [4.3 (46)](https://www.capterra.com/p/223060/PlanStreet/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/223060/PlanStreet/) [Community CareLink](https://www.capterra.com/p/192006/FristCallTechnology/) [4.4 (44)](https://www.capterra.com/p/192006/FristCallTechnology/reviews/) Starting price $65.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/192006/FristCallTechnology/) ## FAQs about GridSocial Overview ### What company size and specific industries is GridSocial built for? GridSocial is designed for healthcare and social care organizations, including FQHCs, ACOs, health plans, hospitals, community health networks, and social care providers. It fits teams of varying sizes that need referral management, EHR modernization, and AI-driven care coordination tools. Features and Usability ### What are the key features of GridSocial? GridSocial offers case management, client management, patient management, and referral management for tracking records and referrals. It also includes activity dashboards, progress tracking, alerts/notifications, reporting & statistics, and scheduling, plus client portal access, customizable forms and templates, role-based permissions, and HIPAA compliant security. Integrations ### Which third-party tools and platforms does GridSocial integrate with? GridSocial connects natively to EPIC, Oracle Health EHR, athenaOne, and eClinicalWorks. These healthcare integrations cover major electronic health record platforms, giving GridSocial a focused set of connections for clinical data and workflow coordination. Getting Started and Support ### What training and onboarding options does GridSocial offer? GridSocial provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does GridSocial offer? GridSocial provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available to describe support quality, response times, or common frustrations, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 481 Patient Case Management reviews Not all Patient Case Management products cover every feature buyers care about most. Here is what Capterra reviewers identify as essential when choosing a solution: - **Document Management** (**61%** of reviewers rated this feature as critical) - **HIPAA Compliant** (**78%**) - **Patient Records Management** (**60%**) GridSocial includes **HIPAA Compliant**. However, it does not include **Document Management** or **Patient Records Management**. Its support for **HIPAA Compliant** helps healthcare organizations protect sensitive patient information, maintain regulatory compliance, and reduce risk when handling case-related data, giving teams a more secure foundation for day-to-day case management. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Escalation System alerts about the need to escalate an issue or request Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Case Notes Access and track notes regarding case activities and updates within case files GridSocial 25 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Contact Management: Manage, organize, and store contact information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - For Customer Referrals: For customer referral programs / referral marketing products - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems - Patient Management: Managing and tracking patient health, progress, communication, and treatment plans - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Referral Management: Log and store the source of contacts/leads - Referral Templates: Customizable templates for referral documents, emails, and sharable links - Referral Tracking: Log and store the source of contacts/leads - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial available ## Integrations [ athenaOne](https://www.capterra.com/p/98735/athenaOne/)[ eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[ EPIC](https://www.capterra.com/p/10010540/Destiny/)[ Oracle Health EHR](https://www.capterra.com/p/10026049/Oracle-Health-EHR/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.