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Client Tracking

Specialized case management architecture developed with community leaders for community service organizations

"There are many benefits to this system of management and sharing of outcomes data and client data, and one of the major benefits is that the information is always current."
Lilla Tipton, Executive Director  
Powell River Association for Community Living 
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. Standard industry content is included for your convenience, but it's always nice to know you can adapt and create content as you need to.
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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 derrived 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.
  • Contact Tracker 
    • Displays an individual's network of support contacts.
  • Integrated Reporting 
    • Get individual and aggregate reports 3 ways:
    1. Ad hoc reporting: turn any form into a report.
    2. Choose from a selection of standard reports.
    3. Get customized reports that integrate data from any number of forms.
Also
  • 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. Read more.
  • 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.
Add-ons
  • Relationship Tracking
  • Specialized forms
  • Custom Reports