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ease
features
design
support

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Description

PartnerBoard serves as a comprehensive solution for overseeing and expanding partnership and referral initiatives by consolidating every partner, referral, and incentive into a dynamic board that refreshes in real time. It establishes a definitive "referral source of truth," granting partners collaborative access to a unified board while allowing the program owner to maintain complete visibility, which facilitates automatic synchronization of partner updates and clarity regarding incentives. Users are empowered to monitor both incoming and outgoing referrals, identify their sources, evaluate top-performing partners, and delve into analytical dashboards that highlight successful strategies and potential areas for growth. The platform also guarantees a streamlined referral process: each entry clearly outlines essential criteria, contacts, and introductory steps, enabling users to submit qualified referrals within minutes; partners can customize their views to align with relevant information, thereby minimizing friction and enhancing coordination. Furthermore, real-time notifications and integrations with various tools such as email, CRM systems, and webhooks ensure that teams remain informed whenever a referral is either submitted or modified, thereby fostering a more efficient workflow. This holistic approach not only improves communication but also strengthens partnership relationships, ultimately driving better results for everyone involved.

Description

WellCheck is an integrated platform designed for Social Determinants of Health (SDoH) referrals, transforming social prescribing into a practical solution by unifying screening, referrals, follow-ups, and reporting within a single workflow. Its EquiLoop technology meticulously tracks each health-related social requirement from the first evaluation to the final resolution, enabling teams to effectively link community members with necessary services, facilitate coordination among partner networks, and demonstrate results to funding bodies. The platform prioritizes mobile access and offers multilingual options for enrollment and consent, eliminating the need for traditional paper forms, while ongoing assessments identify needs related to essentials like food, housing, transportation, behavioral health, utilities, benefits, and other factors influencing health. Every referral is assigned a status, an accountable owner, and a well-defined resolution pathway, ensuring that partner organizations can receive, accept, act on, and confirm the delivery of services within a collaborative system. Additionally, customizable SMS and email follow-up notifications, along with alerts for overdue referrals, play a crucial role in ensuring no one slips through the cracks of the system. By streamlining these processes, WellCheck enhances the efficiency of addressing social needs, ultimately leading to better health outcomes for the community.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
Salesforce

Integrations

HubSpot CRM
Salesforce

Pricing Details

Free
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PartnerBoard

Country

United States

Website

www.partnerboard.io

Vendor Details

Company Name

WellCheck

Founded

2015

Country

United States

Website

www.wellcheck.us

Product Features

Affiliate

Affiliate Management
Affiliate Tracking
Banner Management
Commission Management
Contest Management
Coupon Management
Email / Newsletter Communication
Fraud Detection
Multi Level Marketing (MLM)
Multi-Language
Social Sharing

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Product Features

e-Prescribing

Clinical Alerts
Drug Reference Database
EPCS
Electronic Prior Authorization
Formulary Management
Medication History
Prescription Cancellation
Prescription Renewals
Refill Management

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