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Client Record, EHR, IDD

OnTarget Client Record Overview

Client Record: Learn How To…   Store basic demographic information along with photo identification Utilize Google™ Maps awareness for client and contact addresses Track admissions, discharges and transfers Track consents and validate expiration dates against schedules, notes & billing Track assessments and due dates Document vital statistics and medications Manage eMAR and ePrescribe Cross-walk DSM…

Authorizations: How to Add Authorizations

This section provides an overview of the process for adding authorizations in OnTarget.   To add an authorization, click on the Add Authorization button.  This launches the Service Authorization window where you can enter the information for the authorization.          Required fields are marked with a red asterisk (*).  Start by entering…

General Section: Identification Tab

(To make edits to an existing client record, either double-click the client listed in the client list view, or click on the "edit client" icon).    To add a client, click on the + Add Client button.      Personal Details:   The identification tab contains the minimum required information to successfully save a client…

How to Report on Client Information

By clicking on the "edit client" icon, users are taken directly to the client record for viewing or editing.        By clicking on the "view report" icon, users are presented with a print-friendly version of the client demographic information (typically referred to as the "face sheet").    By clicking on the "export" icon, the…

History Section: Admissions Tab

Admissions:   Click on +Add to start entering admissions information.     Admission Type is a way of categorizing admissions.  Options that may be available include admitted, discharged, transferred, referred, etc.  These are typically established at the onset of implementation.  This is especially useful when generating reports on any of this information (ex. If admissions information is…

History Section: Certifications Tab

The certifications tab is where client specific certifications are made active and flagged as required for caregivers.    Certifications are added to the client’s record by clicking on the check box for a particular available certification.  After clicking on the check box for an available certification, it is added to the Active Certifications list.  Active certifications require…

History Section: Assessments Tab

Click on +Add to start entering assessments information.     Assessment type is a way of categorizing assessments.   Options may include Psychological Evaluation, Comprehensive Clinical Assessment, or Medical Assessment, for example.  This is a required field and the minimum information needed to save an assessment to the client record.     Recommendations is where a recommendation is made concerning the…

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