Energy Assistance / LIHEAP

More time moving assistance forward. Less time answering the same calls.

When applications open, demand arrives all at once. Fortell helps households navigate screening, intake, documents, and next steps—so your LIHEAP team can focus on reviewing files, resolving exceptions, and helping people keep their utilities connected.

The application is only part of the workload.

A caller wants to know whether applications are open. Another has a disconnect notice. A third has submitted an application but doesn't know whether the right income documents arrived. These are different needs, yet they often reach the same small team.

Every missing pay statement, unclear instruction, and repeated status call creates more work around the application. For households juggling irregular income, work, childcare, and limited connectivity, another office visit or unanswered call can become another barrier.

Program workflow

Built around the details of energy assistance.

1

Start with the right pathway.

Ask about service area, the relevant application window, household circumstances, and urgency. Separate a routine inquiry from a reported shutoff or loss of service using your approved crisis procedures.
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2

Gather what your team needs.

Guide callers through household composition, income sources and the required income period, utility provider, account details, and heating or cooling needs. Configure questions to the administering program rather than assuming one national rule.
See the related Product capability
3

Keep documents connected.

Provide the appropriate checklist and a mobile upload link. Help applicants understand what is missing. Where checks are configured, flag issues for correction or staff review; receiving a document is not approving eligibility.
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4

Answer status questions carefully.

After the agency's identity checks, provide only the status the connected system supports. Explain a missing item or next step. Do not infer approval, payment dates, or a utility pledge from an incomplete record.
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5

Give staff a usable handoff.

Pass collected information, documents, and unresolved questions into the agreed workflow. Integration scope is set with each agency. NADC's CAP60 implementation is a published example, not a promise that every system connects identically.
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Example

An evening call about a disconnect notice.

Evidence

What this looks like in Community Action.

LIHEAP · Customer-reported

NADC — Applications that fit households' schedules

In its first month, NADC reported approximately 40% of applications arriving after hours or on weekends, alongside 217 submitted applications with an identified county. Application information and uploaded documents flow into CAP60 for staff review. [1]

Read NADC's case study

LIHEAP · Customer-reported

OlyCAP — More LIHEAP dollars delivered

OlyCAP reported Q1 LIHEAP service delivery increasing from $300,000 in 2025 to $375,000 in 2026—a 25% year-over-year increase—alongside a reduction of two FTEs. This is not an independently established causal effect or guaranteed saving. [2]

Watch OlyCAP's story
Roger Pavey discussing Why applying can become a barrier

Sector perspective

Why applying can become a barrier

Roger Pavey · Transcript-selected playback window

Questions to discuss

Short answers for program leaders

Can this follow our state's rules?+

The workflow is configured around your agency's approved requirements, service area, documentation, and seasonal changes. Complex or uncertain cases go to your team.

Does Fortell approve benefits?+

Fortell supports screening and the administrative steps around an application. Your authorized staff and systems retain responsibility for eligibility and benefit decisions.

What happens when funds or appointments are unavailable?+

Use the agency's current approved message and next steps. Do not invite a household to expect funding or an appointment that is not available.

Implementation

Measures to agree together

These are proposed measures for implementation—not existing Fortell results.

  • Repeat status inquiries
  • Document completeness
  • Staff handling time
  • After-hours access
  • Time from initial contact to a review-ready file

Sources

  1. 1.Fortell, NADC case study
  2. 2.Fortell, OlyCAP case study
  3. 3.Fortell podcast transcript, Roger Pavey

Sources reviewed September 20, 2026. Historical statistics are identified by their original data or publication dates.

See how Fortell fits your LIHEAP intake.

Walk through your application windows, document rules, status workflow, and escalation paths with us.

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