Case Managers: Managing RFPs
How to create and manage RFPs, work with clients, review proposals, and close out placements.
13 articles
- Creating a new RFPA step-by-step guide to completing a new RFP and submitting it to your supervisor for approval and distribution to provider agencies.
- Downloading an RFP as a PDFHow to download an RFP's provider-facing details as a PDF, for sharing or record-keeping outside Wayfinder.
- Using Statewide RFP: When and HowLearn when and how to use Statewide RFP to reach matching providers across all of Colorado, not just your local counties.
- What Happens After You Submit an RFP (Pending Status Explained)What Pending status means, what's happening behind the scenes, and when to expect your RFP to go live.
- Can I Edit an RFP After It's Been Submitted?RFPs can't be edited after submission. Here's why, and what to do instead if you need to make changes.
- How to Boost an RFP to Re-Notify ProvidersHow to use the Boost RFP option to re-notify matched providers who haven't responded yet.
- Creating, Sharing, and Exporting Provider ListsHow to create and manage provider lists, share them with others, and export them as a PDF.
- Exporting Proposals as a PDFHow to generate and export a PDF or email of all proposals — or a selected subset — submitted for an RFP.
- What Providers Can and Cannot See About ClientsA clear breakdown of what provider agencies can and cannot see about clients when responding to RFPs on Wayfinder.
- How Wayfinder Protects PHI in RFPsHow Wayfinder's two-pass PHI scanning system works to prevent protected health information from being shared with providers through RFPs.
- Updating an RFP's statusOnce a client has selected a provider or opted out of a decision, here's how you can update the status to close out the RFP.
- Updating an RFP's Outcome: Placing a Client or Closing an RFPHow to mark an RFP as placed with a provider, or close it out with the appropriate outcome when a placement isn't made.
- Understanding the Analytics DashboardWhat's available on the Wayfinder analytics dashboard, how to filter by time period, and how to export your data.