Solutions for Case Management Agencies

An enterprise-grade platform that streamlines case management operations, improves client experience, and measures your community impact.

A group of case managers sitting around a table working and smiling.

How it Works

Manage RFPs. Share resources. Measure your impact. All in one place.

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Connect your EHR and keep client information up-to-date

Wayfinder syncs with your EHR to keep client information accurate across your tech stack. Our platform is HIPAA-compliant and encrypted, ensuring the security of your sensitive data.


Seamlessly create RFPs and collect provider responses

Case managers can efficiently create new RFPs using your EHR data, minimizing paperwork. Providers in your catchment area receive notifications for eligible RFPs and can respond directly on the platform. Additionally, you can choose to share real-time RFP responses with clients, enabling them to make informed care decisions through our provider directory and profiles.

A screenshot of Wayfinder's RFP management tools against a light green background.
A screenshot of Wayfinder's analytics dashboard against a light green background.

Gain a comprehensive overview of your most important impact metrics

The analytics dashboard offers detailed reports on your organization's RFP performance, active providers, requested services, and more. Utilize these insights to optimize operations and support fundraising efforts.


Even more reasons to get excited

Comprehensive Database of Providers
Detailed program descriptions, photos, and more.
Powerful Search Tools
Instant results and effective filters to help you find the right provider.
Notify Clients of RFP Responses
They'll automatically receive an email with details about the provider and a link to their profile.
Branded Emails
Impress providers and clients with professional, branded emails.
Thoughtful Design
Clean, accessible, and easy-to-navigate interfaces.
Concierge Support
Get instant answers in-app or via email.


What our customers are saying

"Helping to connect people with disabilities to willing and qualified providers is critical to person-centered support planning. Our case management teams really love working with Wayfinder. We are thrilled individuals and families have access to more detailed information about providers in our community and appreciate Wayfinder's passion for simplicity and accessibility."

Darcy Tibbles headshot
Darcy Tibbles
VP of Community Affairs
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Ready to bring Wayfinder to your CMA?

Get in touch with our team to learn how Wayfinder can help your Case Management Agency simplify operations and improve client outcomes.

Schedule a Demo