Closed-Loop
Referrals
See every referral through to completion.
No gaps, no guesswork, just better outcomes.
Track Every Referral. Empower Every Outcome.
PlanStreet’s closed-loop referral platform empowers organizations to send, track, and complete referrals with full visibility and accountability. Instead of sending clients into the unknown, your team can now confirm when services are received, outcomes are achieved, and nothing falls through the cracks.
Whether you work in healthcare, behavioral health, housing, education, or social services, PlanStreet helps you modernize your referral tracking system and ensure every client receives the care they need, when they need it.
What Are Closed-Loop Referrals?
Closed-loop referrals are digital, trackable handoffs between service providers, where every step (from sending the referral to confirming service delivery) is verified and documented. This coordinated approach closes the communication gap and ensures that referrals don’t just get sent—they get completed.
Unlike traditional referrals made by email or phone, a closed-loop referral system like PlanStreet’s provides real-time referral tracking with outcome documentation, secure messaging, and alerts, allowing you to deliver care more effectively across a coordinated care network.
PlanStreet’s solution combines the best of referral tracking software and case management to help human service agencies, nonprofits, and care providers collaborate with confidence.
Track Referrals in Real Time
With PlanStreet’s real-time referral tracking, staff can monitor every referral as it progresses from “sent” to “received” to “completed.” Visual timelines and status indicators give you full oversight without the manual follow-up.
Strengthen Interagency Collaboration
PlanStreet is more than a referral tool—it’s a coordinated care system. Secure, HIPAA-compliant messaging and document sharing allow your team to work hand-in-hand with external partners, reducing duplication and increasing service alignment.
Simplify Grant Reporting & Compliance
Easily capture referral outcomes, client engagement data, and follow-up notes for reports and audits. With integrated reporting features and outcome tracking, PlanStreet helps you meet funding requirements and stay audit-ready, especially when paired with our robust Grant Management tools.
Improve Client Outcomes
By eliminating delays and keeping referrals on track, you can ensure clients receive timely support for housing, therapy, substance misuse treatment, employment assistance, and more.
Who Benefits From A Closed-Loop Referrals Platform?
PlanStreet’s solution is ideal for organizations that need digital referral management integrated into their case management platform:
01 
Case Managers
tracking progress across multiple service providers
02
Referral Coordinators
managing incoming and outgoing referrals
03
Program Directors
responsible for grant outcomes and audits
04
Healthcare and Behavioral Health Providers
addressing Social Determinants of Health (SDOH) needs
05
Community-Based Organizations
collaborating across networks
06
Government Agencies
implementing coordinated care systems
AND MOST IMPORTANTLY
The person receiving services wins, too!
When referrals don’t get lost, delayed, or dropped, people get the help they need faster. That means quicker access to housing, healthcare, education, or recovery.
This creates a smoother, more supportive path toward stability and success.
Referral Tracking Features You Can Count On
PlanStreet’s Closed-Loop Referral tools were built to support agencies that serve complex populations, manage multiple partnerships, and depend on accurate referral outcome tracking.
Real-Time Status Monitoring
Monitor referral progress from initiation to completion with visual indicators and timestamps.
Integrated Case Management
Every referral is tied to the client’s record, giving staff a complete picture of services, goals, and follow-ups. PlanStreet ensures the next step in the process is always clear.
Streamlined SDOH Screenings
Understand the complete scope of your client’s socioeconomic needs. Our forms utilize federal benchmarks to identify risk, allowing your team to quickly refer clients to the right specialists.
Customizable Referral Workflows
Tailor your referral process to your population, funding requirements, or agency needs. Create custom forms, automate routing, and add validation fields to ensure consistency.
Smart Alert and Notifications
Automated alerts notify users of pending actions, missed follow-ups, or overdue updates, keeping referrals moving.
Secure, Two-Way Communication
PlanStreet supports HIPAA-compliant messaging and document sharing between your staff and partner organizations.
Outcome Documentation
Track referral results and impact with structured fields for completion notes, client satisfaction, or re-referral needs.
Faster Resource Matching
Screening results accelerate resource recommendations for food, housing, transportation, and other SDOH.
Metrics for Constant Improvement
Track the conversion rate, completion rate, and more to spot the gaps in client care before they become problems.
Why Closed-Loop Referrals Matter.
In a service landscape that spans healthcare, housing, education, employment, and public safety, the ability to track referrals digitally is essential. Without it, clients fall through the cracks, funders lose confidence, and outcomes remain unknown.
National efforts like CMS's Accountable Health Communities Model and CDC’s SDOH strategies emphasize the importance of closed-loop referrals to connect people to the services that shape long-term well-being.
PlanStreet’s referral tracking solution helps you:
Eliminate guesswork
and income follow-through
Increase efficiency
across care coordination networks
Strengthen
your reporting for grants and contracts
Prove the impact
of your service with real data