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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…

Multi-time Grid Notes from Schedules

This section provides details on the workflow for reviewing schedules and writing notes in OnTarget.   Click on the Scheduling Desktop to begin reviewing schedules.  Your scheduled events will most likely automatically display.  If they do not, enter your name in the caregiver filter and press search.          The default view is…

All Notes: Security Setup-How Notes are Accessed

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…

General Section: Notes Tab

This is a free form text memo field that can be used to store as much information as may be desired and with basic notes about that client. "Directions to Home" is another component of this tab. Users may copy and paste from other sites into this section.   Click on Save at the bottom…

Treatment Section: How to Add Goals for Grid Notes

Treatment Plan information must be entered if billing or notes will be implemented. For billing purposes, the minimum treatment plan info required is the plan start date, end date, format and type. This information is then tied to the service authorization in OnTarget Back Office. After hitting Add Plan, these required fields are presented. Once…

Grid Notes: How to Approve Multiple Notes

This section provides an overview for how to approve multiple grid notes at once in OnTarget Clinical. From the Notes Desktop, use the filters to select grid notes needing approval based on the necessary criteria (date range, by client, by caregiver, etc.). Once this has been done, click on the "Approve Grid Notes" button.   …

All Notes: How to Edit Notes

This section provides an overview of the workflow  for editing notes in OnTarget Clinical.   The process for editing a note varies depending on where the note is in its life cycle (whether signed, approved, or billed).  Because of this, there are different scenarios that describe the different processes.   Editing a note when it…

Grid Notes: How to Assign Keys to Services

Once the grid note keys have been created, the keys will need to be assigned to the services that they will be documented against.  This is a required step in order to begin creating grid notes.   To start assigning keys to services, go to Configure–>List Configuration–>Services–>State Services     Select a service from the…

How to Search for Notes Using the Filters

The clinical notes search grid is where users can search for particular notes using filters to restrict the search results.  The various filters that can be used to restrict the clinical notes grid are explained below.      "Clear Filters" is used to reset all filters.  Alternate method:  X out of each field individually.  …

Grid Notes: An Overview

The grid note is one of several note formats available in the program.  This style of note is best used for services that require goals to be documented against a set of interventions and assessments in a grid-like format.  One of the main benefits to using this style of note is that the data can…

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