Our results summarize several key findings useful for patients, clinical teams, and staff of CBOs when designing a social care referral platform. Our user testing highlighted that patient-facing interfaces offer tremendous opportunities to allow patients to be the leader of the social care referral process. CBOs have varying needs that must be addressed, and providing CBO staff with opportunities to connect with patients is critical. Finally, health care teams have more structured workflows. Integration within the electronic health record system provides opportunities for health care staff to support their patients more easily given these barriers.
