Do your managers need to review and approve forms submitted by staff? This add-on empowers administrators to set up who can see and/or edit fields on forms.

The Virtual Intake Form can be filled in without logging into ShareVision. This allows you to collect information about potential clients which can then be reviewed and approved or rejected. Approved submissions automatically create new client records on your site.

Do you want a specific portal to be displayed for different user roles? This add-on allows site administrators to designate the specific landing portal providing a tailored entry point for a more streamlined and relevant user experience.

Do you have forms that need to be filled in by your clients, their family members, friends or substitute decision makers? This add-on creates a link to any form on your site that can be filled in without having to login to ShareVision.