Intake & Referrals
Branded intake pages plus an embeddable widget your partner agencies drop on their own sites — so referrals stop falling through the cracks.
Case management for community outreach programs
Capture referrals from every partner and run all your programs in one secure place.
The problem for Community Outreach Programs
- High-volume intake comes in through many channels and partners.
- Client records are scattered and hard to keep consistent.
- Running several programs means a separate system for each.
- Volunteers deliver much of the work but need safe, limited access.
How Community Outreach Programs uses Impact OS
- 1
Capture referrals everywhere
Let partners embed your branded intake widget on their own sites so referrals land in one queue.
- 2
Open lightweight cases
Track clients and services without heavy overhead.
- 3
Run every program in one place
Outreach, food security, newcomer services — define your own programs and file each case under the right one, in one Impact OS.
- 4
See your reach at a glance
Live dashboards, global search, and CSV export show who your team is serving across every program.
Features that matter to Community Outreach Programs
Multi-Program
Run every program your agency delivers — housing, employment, mental health, and more — in one system, organized your way. You define the programs; intake routes to the right one.
Case Management
One timeline per client — assessments, goals, services, appointments, and notes in one secure place.
Secure Volunteer Access (coming soon)
Scoped, shift-gated volunteer access with field-level redaction and no downloads — rolling out soon.
We’re onboarding a small group of community outreach programs now. Get hands-on onboarding and shape the roadmap — start a free trial or book a demo.
IO
Be one of our first community-outreach partners
Questions from Community Outreach Programs teams
Can partners embed our intake form on their sites?
Yes. Add a branded, embeddable intake widget to partner websites so their referrals come straight to you.
Can we run several programs in one system?
Yes. Impact OS runs every program your agency delivers — you define the program list and intake routes each client to the right one.
Can volunteers help without full access?
Coming soon: volunteers will get a scoped, shift-gated portal showing only their assigned clients, with field-level redaction and no downloads. It’s in final testing now.
See Impact OS with your team’s workflow
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.