Information & Orientation (I&O)
iSTEDY-CLMS enables organizations to deliver targeted I&O services efficiently. Staff can create in-person or virtual sessions for groups, individuals, or families, all while tracking attendance, topics covered, services provided, notes, and follow-ups.
The system simplifies communication with Mass Email and SMS tools to reach multiple clients instantly with key updates and information. Users can generate standard reports, create unlimited custom reports and dashboards, and access iCare Bulk upload-ready reports for comprehensive management.
Information and Orientation Program Details
Description
Free
Full
Unlimited
Online Intake Feature
Streamline the client intake process with an easy-to-use online form that
collects essential client information and service needs for quick
onboarding.
Free
Full
Unlimited
-
✓
✓
Clients Program Waiting List Management
Manage and track clients on waiting lists for I&O sessions, ensuring fair
and efficient program access. Automated notifications alert clients when a
spot becomes available.
Free
Full
Unlimited
-
✓
✓
I&O Program Management
Effectively oversee all aspects of the I&O program, from scheduling and
service tracking to reporting and compliance management.
Free
Full
Unlimited
✓
✓
✓
I&O Appointment Scheduling
Allow staff to schedule and manage client appointments efficiently,
ensuring smooth coordination of information and orientation sessions
Free
Full
Unlimited
✓
✓
✓
Client Attendance Tracking
Monitor client participation in scheduled appointments, workshops, and
sessions with real-time attendance tracking tools.
Free
Full
Unlimited
✓
✓
✓
Client Appointment Reminder
Reduce no-shows with automated reminders sent via email or SMS,
ensuring clients are informed about upcoming appointments.
Free
Full
Unlimited
-
✓
✓
Client Document Attachments
Securely upload, store, and manage client-related documents, such as
intake forms, identification, and program eligibility records.
Free
Full
Unlimited
-
✓
✓
iCare Reports Prints
Manage and track client-submitted assignments, assessments, and coursework. Generate reports on class artifacts to evaluate learning progress.
Free
Full
Unlimited
✓
✓
✓
iCare Reports Bulk Upload Ready
Effortlessly prepare and upload multiple iCare reports in bulk, reducing
administrative workload and ensuring timely submissions.
Free
Full
Unlimited
-
✓
✓
Client Automated Follow-Ups
Access detailed reports on class enrollments, attendance, and student progress across multiple LINC courses.
Free
Full
Unlimited
-
✓
✓
Referrals Management
Easily track and manage client referrals to other programs, service providers, and community organizations for additional support.
Free
Full
Unlimited
✓
✓
✓
Multiple Built-In Reports and Dashboards
Access a range of pre-configured reports and dashboards that provide real-time insights into program performance, client engagement, and service delivery.
Free
Full
Unlimited
✓
✓
✓
Ability to Create Unlimited Custom Dashboards and Reports
Customize dashboards and reports to meet specific organizational needs,
allowing for deep data analysis and strategic decision-making.