Case Management System

Overview

Business Systems (ERP, CRM & POS)

San Antonio, Texas, United StatesPosted 29 days agoDeadline: April 30th, 2026

Fit Score

Settle Intelligence

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SUMMARY

RFI for a comprehensive case management system in Texas with robust reporting, data migration, and secure information handling.

KEY REQUIREMENTS

Must support tracking of active and inactive cases including demographics, precinct distribution, and visit counts
Must track referrals not accepted and reasons for non-service
Must generate customizable reports for Commissioners Court presentations
Must ensure data security for sensitive information including medical records, SSN, and financial data
Must provide scalability beyond 100 individuals
Must offer a user-friendly interface for Guardians and administrators
Must provide data encryption, HIPAA compliance, and audit trails
Must provide integration with existing workflows and data migration options

BUDGET

Estimate

$5,000 – $25,000

Issuing Agency

Bexar County Purchasing Department

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The agency seeks vendors to provide a robust, cost-effective case management system solution. The required system must support advanced features such as case tracking, management of demographics and referrals, customizable reporting tools—including dashboards and export options—and integration with existing workflows. It should also support seamless data migration from current platforms.

Key functionalities include case investigation, attorney assignment, and tracking communication with courts and nursing homes. The platform must enable detailed monitoring of both active and inactive cases, demographics, precinct distribution, and visit counts. Ensuring data security for sensitive information—including medical records, Social Security Numbers, and financial data—is critical. The system should provide a user-friendly interface tailored to the needs of guardians and administrators. Interested vendors must submit their questions by April 16, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.