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Residential: Configuring Shifts to Sites

Residential: Configuring Shifts to Sites

Once you have enabled access as needed let’s discuss how you will begin configuring your shifts and then assigning them to sites. First, let’s setup the shifts. You’ll go to Configure→List Configuration→Shifts. Click Add Shift. Designate a shift number (this is the sort order of shifts in search lists). Enter a description (this is how […]

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Residential: Scheduling Shifts

Residential: Scheduling Shifts

This course will focus on the process of adding and validating shift schedules.  Shift Scheduling in OnTarget allows you to assign clients, employees and shifts to specific sites.  Eligible staff are scheduled for designated shifts at each site, typically a group home or similar setting that requires 24/7 staff coverage. The schedules can be validated […]

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Residential: Timeclock Configuration

Residential: Timeclock Configuration

The Timeclock functionality allows you to capture staff time and attendance in real time. OnTarget will record the location and device of the user clocking in/out, along with validating that the clock in/out’s are within acceptable range of the site where services are to be rendered. Reminders can be sent to staff if they forget […]

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Configuring Shift Scheduling Security

Configuring Shift Scheduling Security

Before we jump right into how you will configure settings so that you can begin scheduling your staff to the respective shifts in your residential settings, let’s first touch on the core functionality available. Shift Scheduling in OnTarget allows you to assign clients, employees and shifts to specific sites.  Eligible staff are scheduled for designated […]

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Notifications Dashlet

Notifications Dashlet

The Notifications Dashlet allows you to send task notifications in bulk.  Please note that access to the Notifications Dashlet is typically reserved for security administrator/HR level users only.Restricting this prevents users across the board from sending mass notifications and bogging down tasks unnecessarily.Access to the Notifications Dashlet is granted per role by going to: → […]

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OnTarget Client Record Overview

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 […]

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OnTarget Dashboard Overview

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 […]

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How to Establish Programs

How to Establish Programs

The Program Codes screen is where services are linked with the company’s particular programs in OnTarget.  This is found under the Services desktop in OnTarget.   By linking services to particular program codes, you get another layer of reporting.  With this, sales and billing figures can be reported on by program, along with other types […]

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