Case Management Software
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Request for Proposals Issued: August 17th, 2026
Deadline to Submit Clarifying Questions: August 28th, 2026
Response to Questions: September 4th, 2026
Closing Date and Time: September 25th, 2026
Opening Date and Time: September 30th, 2026
Proposal Award Date and Time: October 12th, 2026
Anticipated Contract Start Date: November 5th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Trempealeau County
DESCRIPTION
The procuring organization seeks a vendor to provide case management software supporting case notes, including billable and non-billable entries, assessment fields, demographic data, program-specific service plans, and document storage. The system will support Comprehensive Community Services, Children's Long-Term Support Waiver, Birth to 3, Community Support Program, Crisis, Adult Protective Services, Chapter 51/Emergency Detention, Alcohol and Other Drug Abuse/Recovery Court, and Intake programs.
Required capabilities include demographic data management; document management for medical records, prescriptions, case notes, court documents, provider statistics, and crisis reports; interfaces and integrations with automatic or batch data transfers; and data migration from TCM, Laserfiche, and shared internal document repositories. The solution should also include a provider portal for program and fiscal interactions.
The system must support vendor records, contracted services and rates, billing levels, provider credential verification and approval, historical service and rate data, and export or download functionality. The vendor will provide ongoing technical support and resources to ensure the system operates according to the required configuration and specifications. The contract term will be three years, and questions are due by August 28, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 25, 2026. Questions must be submitted by August 28, 2026.
- Who issued this RFP?
- It was issued by Trempealeau County. The work is located in Whitehall, Wisconsin, United States.
- Who is a good fit for this opportunity?
- Case management software provider with experience serving public-sector human services or behavioral health programs
- Demonstrated capabilities in document management, service planning, billing, provider management, and secure demographic data handling
- Experience integrating and migrating data from TCM, Laserfiche, and shared document repositories
- Strong provider portal, reporting, export, and automated data exchange capabilities
- Established technical support organization capable of supporting a three-year implementation and operating period
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.