How to Assign Services to Revenue Accounts

The Revenue Accounts screen is where services are linked with particular revenue accounts in OnTarget.   By linking services with particular revenue accounts, the system will account for income and automatically keep the general ledger in line with services provided.  Every time claims are created and exported for billing, they are then posted to the…

How to Establish Programs

The Program Codes screen is where services are linked with the company’s particular programs in OnTarget.  This is found under the Services desktop in OnTarget.    By linking services to particular program codes, you get another layer of reporting.  With this, sales and billing figures can be reported on by program, along with other types…

Service Specific Note Configuration

There are several note settings that can be customized for each service.  These can be managed in the Note configuration screen, which is found in the Services desktop.  Here, signature and scheduling settings can be configured as well as the assignment of note keys per service for grid style notes.       All of the services…

Service Groupings

Service Groupings is a way of linking group services in OnTarget to prevent overlapping validations from firing.  Service Groupings are configured under the Services desktop in OnTarget.    By linking group services together, the system will handle the scenario where caregivers provide a group service and the clients within the group have different authorized services. …

How to Add Sites

The Sites desktop is where company billing/site information is entered in OnTarget.  This is where the provider’s site address (and other identifying information) are entered according to what is on file with the payers(s).    In order to search for Sites, click on “Search Sites”.  This populates a search grid with various filters that can…