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OnTarget Dashboard Overview

Dashboard: Learn about the following Dashlets…   Unsigned/Unapproved Notes: Tool and recommended workflow for managing unsigned and unapproved notes My Tasks: an internal messaging center. Enforce staff to review their tasks at very log-in Clients: quick view into assigned client records and overview of last seen Reports: run reports to manage client service authorizations and…

How to Use the Unsigned/Unapproved Notes Dashlet

The Unsigned/Unapproved Notes dashlet offers a quick view of unsigned/unapproved notes that have been created, as it presents the list of notes that have not yet been signed or approved.    This informs the caregiver of the notes that need to be completed.  If a note has been signed it will not show up in the list…

How to Use the Assessment of Progress by ISP Goal Dashlet

The Assessment of Progress by ISP Goal dashlet allows users to see a graphical view of a client's progress towards completion of treatment plan goals.  Note:  this report is designed to show progress for  grid-based note templates/keys only.   Users have the option of running the Assessment of Progress dashlet based on an individual caregiver's data (see…

How to Use the Paychecks Dashlet

The Paychecks dashlet allows users to view information about their paycheck. For every paycheck processed through OnTarget, the pay stub can be retrieved here. By clicking on the icon under View Stub, users can view a particular pay stub.  The dashlet also gives a quick overview of the paycheck number, date, pay period start, and pay period…

How to Use the Intervention Use by ISP Goal Dashlet

The Intervention Use by ISP Goal dashlet allows users to see a graphical view of the interventions used towards completion of treatment plan goals.  Note:  this report is designed to show intervention strategies used for grid-based note templates/keys only.   Users have the option of running the Intervention Use by ISP Goal based on an individual caregiver's…

How to Use the Reports Dashlet

The Reports dashlet allows users access to three different reports within the system.  These reports are:  Client Services, Treatment Plans, and Employee Certifications.  Choose the appropriate report type, enter the necessary filter parameters, and click on the Generate Report button.          The Client Services Report shows an overview of the service(s) authorized for clients, along with the start and…

How to Use the My Tasks Dashlet

The My Tasks dashlet provides a view of all Tasks created within the system.  Tasks provide a means of communication within OnTarget Clinical and can be created from multiple areas of the program. The type of task displayed depends on where in the program it was created. Tasks can generated from the following locations: Client Admissions Client…

How to Use the Clients Dashlet

The Clients dashlet provides a quick view of the assigned clients, their last date(s) of service, and the next appointment date for the user logged into the system. It is important to note that the security settings for user roles will determine the clients listed in the Clients dashlet.  Show assigned clients only can be toggled by…