Case Managers: Managing RFPs
How to create and manage RFPs, work with clients, review proposals, and close out placements.
12 articles
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.
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.
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.
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.
Using Statewide RFP: When and HowWhat the Statewide RFP option does, when it's appropriate to use, and what to do instead if your client has a specific county in mind.
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.
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.
Exporting Proposals as a PDFHow to generate and export a PDF of all proposals 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.
Creating, Sharing, and Exporting Provider ListsHow to create and manage provider lists, share them with others, and export them as a PDF.
Understanding the Analytics DashboardWhat's available on the Wayfinder analytics dashboard, how to filter by time period, and how to export your data.