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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…

How to Setup Providers (NPI’s)

The Providers desktop is where billing provider information is entered in OnTarget.  Here, the billing NPI# is entered as well as required billing link information.      In order to search for Providers, click on “Search Providers”.  This populates a search grid with various filters.  Here, you can use filters to search by code, description, provider…

How to Re-bill Claims

This section provides an overview of the rebilling options in OnTarget.  All of these options are found in the Claims desktop, found under the Billing category.   There are three main functions to be aware of when it comes to managing and rebilling claims.  These are all found in the Search Claims grid form; which…

Billing Reports

This section provides an overview of the billing reports available in OnTarget.  OnTarget SAS equivalent reports are noted where applicable.   First, ensure that the user has access to the desired billing reports.  This is controlled per role by going to Configure, Security, Configure Roles, Select Role, and Reports Tab.  Select the check boxes under…

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…

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…

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