Create Time Records from Notes

This section provides an overview of the process for creating time records from notes in OnTarget.  This is the first step in the process when billing is generated from clinical notes.   First, go to the Notes desktop which defaults to the notes search grid.  It is recommended to first review the records that are…

Create Paychecks from Time Records

This section provides an overview of the process for creating paychecks from time records in OnTarget.   Confirm that the system is configured to create paychecks from time records.  This setting is managed under List Configuration, Payroll, Rules.  When this check box is de-selected, the source of the paycheck is time records rather than timesheets.    …

Employee Timesheet Report

This section provides an overview of the employee timesheet report.  This report is a great tool for examining employee’s hours, both regular and overtime,  and is typically used as a basis for determining how time is submitted to payroll.  It is located in the Time Records desktop.  If it is not visible, a security administrator…

How to Search for Payments

This section provides an overview of how to search for payments using the Payments desktop in OnTarget.  All payments can be reviewed in the Payments desktop, found under the Billing Category.   Once the Payments desktop has been clicked, a search grid will appear with many different options for searching.         While…

How to Add Payers

This section provides an overview of the process for adding payers in OnTarget.  The payers desktop listed under the Billing section is where each agency that either authorizes your services or that pays your claims will be setup.  This is a required setup in order for the services and authorizations to be entered.   To…