• Home
  • /
  • Category Archives: Configure

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…

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;…

Security: How to Configure Users

This section covers the process for adding and configuring users  in OnTarget Clinical:   Start by going to Configure–>Security–>Configure Users.  Click on Add User.      Create a username with the naming convention of choice.  First Name and Last Name are optional, and helpful if it is not clearly indicated in the user name.  A…

Security: How to Configure Desktop Security for Clients

Security setup for access to clients can be found in the Configure Desktop under security in the Configure Security Roles menu.  Different levels of access can be created for each role, so once a role is selected, administrators can decide how each user assigned to that role will work with client information.   Start by…

Security: How to Configure Desktop Security for Scheduling

This section covers the scheduling security workflow in OnTarget Clinical:   Depending on how the scheduling function is implemented throughout a particular organization,  security administrators  may need to control how calendars are created, viewed, and edited for some users.  Several options are available for securing the calendars.   Control points are configurable by role by…

123