An organization in California is seeking a vendor to provide a comprehensive data records system to support aging and disability services. The required system must facilitate robust case management workflows, including information and referral (I&R) tracking, creation and maintenance of care plans, goals, and interventions, as well as configurable assessments featuring branching logic.

Additional requirements include a consent management repository and the ability to manage multi-organization user permissions. The system should provide comprehensive reporting and analytics capabilities. It must also support DxF-compliant data exchange with Qualified Health Information Organizations (QHIOs), ensuring secure and interoperable data sharing across platforms.