LIHEAP Program Management Software

Finally… a proven LIHEAP IVR/software solution that reduces administrative costs, frees up staff time, and makes it easier to deliver more efficient and effective energy assistance programs.
Clark County PUD and Pierce County Community Connections used the LSM to serve their clients faster and more efficiently.
Intuitive user interfaces and logical LIHEAP-specific workflow make the LSM easy to use. There’s no software to install or hardware to buy, so IT issues are a thing of the past.
Your data has mobility… providing flexibility for staff scheduling, program reporting, data sharing and interaction with Utility account systems or other third parties.
Calculate your savings.

Use the Savings Calculator to quantify your LIHEAP activities and see how the LSM could save you time, money
or both!
Don’t want or need IVR automation?

Add our scheduling and reporting tools to your existing customer contact process!

Ask us for details and pricing about non-IVR software options.
Community Action Agencies have a unique and challenging mission that the LSM can help them achieve with greater effectiveness.

Watch the video!

Improve Staff Efficiency

Reduce staff time with IVR-based prequalification, appointment scheduling, and client status inquiries for LIHEAP, HEAP, Weatherization and other Energy Assistance Programs.
Better and Faster

Streamline staff schedule and appointment setting processes with integrated calendar and complete LIHEAP client database (with or without integrated IVR components).
Easier Administration

Full reporting capabilities for CAA’s, Utilities and State Agencies plus customizable data sharing and import/export features.
Complete Scalability

Manage multiple locations, energy assistance programs, funding sources and more with one dedicated Energy Assistance software solution.

IVR Benefits

Improved program understanding and automated pre-qualification process
Easy, phone-based appointment scheduling, cancellation and immediate confirmation of set appointments
Automated application or pledge status checks
Reduced no-shows with pre-appointment reminder calls

Centralized application manages appointments schedules for all Reps across multiple locations
Open time slots are defined by location and staff availability and automatically filled by qualified clients via the IVR or input by staff if IVR is not integrated
Appointment time durations can be customized in 15 minute increments
Duplicate or past appointment prescreening process before new appointments can be scheduled
Crisis appointments time slots can be created but are reserved for manual appointment setting
Existing appointments may be modified (reassigned to a different Rep, cancelled, rescheduled, different appointment type, etc.)
Instant access to calendar views of all appointments by location and date
View or print daily appointments by Rep
One-click access from calendar view to appointment details and client record

New or updated client data is captured from initial IVR interactions and/or staff input to produce a complete record of program activity
Prior or existing client data can be imported into the LSM for client and administrative efficiency
In addition to standard individual data fields, client records also includes key program information:

Entire client database can be filtered and sorted by attributes for viewing or download
Run common reports with a click of a button to view or download:
- Scheduled appointments by type and location (date range function)
- Incoming call statistics (date range function)
- Applications sent but not received
Download all program data for use in other software or systems
Custom reporting is available upon request

Customize and manage key program features:
- Assign appointment types to one or more locations
- Adjust appointment time durations
- Define assistance program types
- Set appointment hours and capacity per location
- Assign reps to specific locations
- Manage number of open appointments to offer by day, week or month
- Manage key IVR settings and greetings
Administer multiple assistance programs:
- Create program-specific appointment schedules
- Track and report multiple program awards for individual clients