
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.
Features
Client Portals
Individualized client portals store all client records in one place. Find everything you need on one page.
Individualized Forms
Editable smart forms derived from industry experience are included for your convenience. Find Personal Care Plans, Case Notes/Daily Log, Incidents, Medication profile, Missing Person Poster, and more.
Schedules
Work with separate calendars for each individual or view an aggregate calendar and manage all events for all individuals.
Relationship Tracking
Track relationships between individuals and family, between individuals and medical professionals, or associate other support resources.
Outcomes Tracking
Track goals, indicators, influencing factors, progress. ShareVision has several options for data collection. Read More
Enrollment History
Track service/facility enrollment, waitlist status, referral dates, start dates, exit date, etc.
Also Includes
Alerts, Reminders, Announcements
Alerts and reminders can be sent to anyone you choose. Distribute announcements agency-wide or target them to a select audience, even down to one individual, program or residence.
Highly Configurable Security
Multi-layer security. Permissions-based access.
Content Management
Edit built-in content or create your own forms, documents, surveys, calendars, and more. Get custom reports and add-on features.
Services & Facilities Management
ShareVision automatically creates a portal for each service/program and facility in your database. Read more
Contact Manager
Robust search capability, multiple contact types, affiliate organization tracking. Use Relationship Tracking to manage your network of connections. Manage the active/inactive status of individuals, upload photos, assign programs and residences.