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.
Features
- 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.
-
Enrollment History
Tracks each
individual's enrollment in programs and/or
residences. Indicates waitlist status,
referral date, start date, exit date, and
more.
- Asset
Management
Track inventory, money,
vehicles, and more.
-
Policies & Procedures
Document, store, and
reference support policies, service
procedures, and accreditation standards.
- Individuals
Served
Administrators see all
participants in each program/facility. Staff
see only participants they work with.
- Unit and
Aggregate Reports
Get 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
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.
- 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.
Add-ons
- Attendance Tracker
- Specialized forms
- Custom Reports