ShareVision automatically creates a portal for each service and facility entered in your database. Portals help you stay organized. They keep all forms, documents, surveys, and records for each service or facility in one place, making it easy for staff to locate what they need, get a status report in a glance, review a program schedule, add an event, see program announcements as well as a list of all the individuals they work with in the program. You can also customize portals with pictures, links, modules and custom content. Smart forms derived from common industry tracking requirements are included for your convenience. Use them as-is, or modify them to match your existing forms. Don't see the form you're looking for? No problem, you'll be able to create new forms from scratch.
Schedules Work with separate calendars for each program and facility or view an aggregate calendar and manage all events for all programs and all facilities.
Individuals Served Administrators see all participants in each program/facility. Staff see only participants they work with.
Enrollment History Tracks each individual's enrollment in programs and/or residences. Indicates waitlist status, referral date, start date, exit date, and more.
Policies and Procedures Document, store, and reference support policies, service procedures, and accreditation standards.
Program Based Reporting All reports can be filtered by service to give each program a personal view of their data.
Editable Forms ShareVision comes with an assortment of electronic forms for client information tracking, outcomes tracking, program and residence management. Edit field names, or add/remove fields as you need to. A wide variety of field types are available so you can easily replicate government forms and any of your existing agency forms.
Alerts, Reminders, Announcements Internal and external alerting options. Set up alerts for a single staff member or for an entire staff group and choose the notification frequency: immediately, once per day, once per week. Alert family members to criteria you choose. Alerts are emailed with pertinent information.