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Client Tracking

A specialized case management solution,
built by peers, for organizations just like yours.


Collect, organize, and store information. Designed to support person-centred planning and outcomes measurement models, ShareVision puts supported individuals at the centre of its case management framework. Client portals track family members and off-site caregivers. All forms, records, and documents have on and off-site alert capabilities so you can get critical information out to staff, managers, and an individual's network of support resources. Share information with contractors and other affiliated groups through shared satellite portals. Document management tools enable trackable collaboration and compliance reporting. Get custom reports for funders, board members, government, or stakeholders. Archive inactive records. Many standard forms are included for your convenience, but it's always nice to know you can adapt and create new ones as you need to. 

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