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Configure Payroll Rules

This section provides an overview of the Payroll Rules setup in OnTarget.   In order to configure payroll rules, go to Configure, List Configuration, Payroll, and select Rules.  This pulls up a configuration panel where the Payroll Rules can be set.         The “Hours before OT” field controls how many hours must…

Configure – List Configuration: Employees Workflow

The list configuration tool is found under the Configure Desktop.  Each of the menu items within the employee section correspond to a tab or section within the employee record.  This is where the selections within drop down boxes found in each of the corresponding desktop modules are managed.       Certifications:  To add a…

Security: How to Configure Roles

Roles define the level of access to the program.  Once a user is assigned to a role, then the proper permissions are granted.   Roles are created by going to Configure–>Security–>Configure Roles.     Click on Add a Role, and give the role a name.     The name should reflect the type of access…

List Configuration: How To Setup Service Menus

Service configuration can be found by going to List Configuration–>Services.     This section contains information for the setup of client insurance information.       Funding Agents:  The funding agent is a critical piece of information in the insurance setup, as this indicates the entity responsible for paying the services rendered.  The funding agent is assigned to…

Customization: How to Add Custom Fields

Custom fields are useful for adding data fields to a custom note template in order to meet the specific requirements of the note. With this tool, most note templates can be replicated.   To configure custom fields, go to Configure–>Customization–>Custom Fields.  Click Add Custom Field.     Choose the Object Type as "Note". Choose the pre-defined note template…

Edit Company Settings: How to Setup Company and Various Control Points

The Edit Company Settings section of the Configure Desktop allows administrators to configure company information and settings.  The company settings configured here are fundamental to how the software manages certain aspects of the client record, scheduling, notes, timesheets, and billing.      Automatically Generate Client Codes:  If this setting is enabled, the software will create…

How to Setup Pay Types

This section provides an overview of the process for creating pay types in OnTarget Clinical.   Pay types are the mechanism for inputting non-billable time and possibly billable time on the timesheets. If payroll is being processed through OnTarget, then the pay type setup becomes even more critical, as they will represent the various ways…

Security: How to Configure Desktop Security for Notes

This section provides an overview of the desktop security settings associated with notes in OnTarget Clinical.   Depending on how notes are implemented throughout a particular organization, security settings can be put in place to control how notes are made visible to the end users.  There are options for controlling the visibility of notes in…

Custom Notes: How to Add Custom Fields

Custom fields are useful for adding data fields to a custom note template in order to meet the specific requirements of the note.   To configure custom fields, go to Configure–>Customization–>Custom Fields.  Click Add Custom Field.     Choose the "Object Type" as 'Note'. Then choose the note template to be customized from the "Template" drop-down.  Below, a custom…

Security: How to Configure Desktop Security for the Dashboard

The Dashboard is the home screen for every user and is designed to enhance the notes work-flow, serve as a means for managing communication about clinical documentation, and provide valuable reporting tools.  Each user has the ability to configure their own dashboard in order to customize their work-flow within the various areas of the program;…

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