WATCH | State-to-State Roundtable: Interoperability in Practice

Social care data exchange has officially shifted from a secondary consideration to a major clinical and financial imperative. But while regional policy frameworks offer clear theoretical roadmaps, the operational reality of standardizing and exchanging non-clinical data remains a massive undertaking for health information exchanges (HIEs) across the country.

To explore how these technical hurdles are being cleared on the ground, we recently hosted a virtual cross-state roundtable on social care data exchange. The conversation focused on how leaders in different regulatory environments utilize technical standards to solve the same human problems.

How different state policy environments—from California’s sweeping mandates to Texas’s voluntary coalitions—impact how networks engage with providers.

Strategies for embedding social care data into existing clinical workflows without causing operational friction or creating login fatigue.

How HIEs are absorbing the technical burden of messy data and emerging standards (like the Gravity Project) while navigating the future of AI and privacy.

A special thank you to everyone who joined us and to our fantastic speakers for sharing their insight, experiences, and vision for social care data exchange.


Watch the recording: “Interoperability in Practice



Meet the panelists

Manifest MedEx (California)

Converge Health Iowa


Key takeaways from the discussion


Mandates vs. voluntary coalitions: Navigating local policy

A core theme of the roundtable was how local policy dictates the starting point of clinical and social care data exchange conversations. In California, the Data Exchange Framework (DxF) creates a sweeping top-down mandate. Meanwhile, in states like Texas, HIEs rely on a voluntary, relationship-driven approach. Both models present unique advantages and distinct operational hurdles.

Senior Advisor, Strategic Initiatives

Manifest MedEx (California)

Conversely, operating without a top-down mandate forces networks to be highly agile and user-focused, though it can leave a guidance vacuum.

Chief Executive Officer

Connxus (Texas)


Meeting partners where they are: Integrated workflows

Whether an HIE is in a rural or urban setting, the consensus is clear: a successful social care data exchange strategy cannot rely on simply handing out passwords. Technology must adapt to the established day-to-day operations of clinical teams and community-based organizations (CBOs).

Executive Director

Converge Health Iowa

Achieving this requires deep technical flexibility and a commitment to being vendor-agnostic to handle disparate software systems seamlessly.

President & Executive Director

CRISP DC (Washington, D.C.)


Absorbing the technical burden of messy data standards

Social care data can be unstructured and fragmented, arriving via checkboxes, plain text, or custom internal codes. While emerging national frameworks like the Gravity Project offer a standardized coding vocabulary, many CBOs lack the infrastructure to adopt them immediately. The panelists agreed that HIEs must bear the brunt of data normalization.

Chief Executive Officer

SYNCRONYS (New Mexico)

By taking on the heavy lifting in the background, HIEs shield frontline providers from technical complexities so they can focus entirely on patient care.

Senior Advisor, Strategic Initiatives

Manifest MedEx (California)

President & Executive Director

CRISP DC (Washington, D.C.)



Navigating the future of AI, privacy, and emerging technology

As the industry anticipates massive updates to technical infrastructure, the panel touched on how artificial intelligence (AI) and modern APIs (like FHIR) will shape the future. While AI holds promise for reducing administrative burdens, the panel voiced strong notes of caution regarding data quality and clinical decision support.

Additionally, the transition to modern frameworks means long-term scalability must be considered immediately.

Chief Executive Officer

Connxus (Texas)


Closing call to action: Don’t go it alone

To close out the roundtable, the panelists shared their ultimate calls to action for health plans, executives, and community leaders aiming to integrate social care data without creating operational friction.

  • Build collaborative data networks: Do not attempt to stand up siloed data networks independently. CBO networks require continuous maintenance, relationship building, and trust.
  • Design solutions with your community: Co-design data exchange solutions alongside the people who will actually use them on the ground.
  • Leverage existing HIE infrastructure: Connect directly with your regional or state HIEs to tap into existing legal trust frameworks and technical expertise.

Chief Executive Officer

SYNCRONYS (New Mexico)



The importance of a trusted, secure partner

If you’re interested in how Findhelp can support your social care data exchange — whether you’re an HIE, health system, CBO, payer, or state agency — we’d love to talk.