Once an RFP has run its course, you'll update its status to either Placed (a provider was selected) or Closed (the RFP ended without a placement). Both are done from the same Update Status form on the RFP detail page.
Marking an RFP as Placed
Use Placed when your client has selected a provider and services are moving forward.
Go to your RFP dashboard and open the RFP.
On the Update Status form select Placed.
Choose the provider from the dropdown and complete any optional feedback fields.
Click Update Status to confirm.
Provider not in the dropdown?
The dropdown defaults to showing only providers who submitted a proposal through Wayfinder for that RFP. If the provider was chosen outside of Wayfinder — through a phone call, existing relationship, or any other method — uncheck "The provider was chosen within the RFP process." This expands the dropdown to show all providers in the Wayfinder directory.
Closing an RFP Without a Placement
Use Closed when the RFP ended without a provider being selected. You'll be asked to pick an outcome so your analytics stay accurate.
Go to your RFP dashboard and open the RFP.
Click Update Status and select Closed.
Choose the outcome that best fits your situation (see table below).
Click Close RFP to confirm.
Outcome | Use when |
RFP withdrawn | RFP was created in error or is no longer needed |
Lack of response from family | Client or family stopped engaging |
Staying with current provider | Client decided not to change providers |
No suitable provider was found | Proposals were received but none were a match |
Reevaluating plan | Client's needs or plan changed |
Provider chosen outside of RFP process | A placement was made but not through a Wayfinder proposal |
RFP received no responses | No providers submitted a proposal |
Withdrawing an RFP created in error
If you submitted an RFP by mistake, follow the steps above and select RFP withdrawn as the outcome. You can do this yourself without contacting support.