This section includes common settings for desktop security when configuring roles in OnTarget Clinical.  Note:  these are commonly used settings, and should not be used as a definitive guide for desktop security configuration.  Each individual agency should consider the most appropriate settings for determining the level of access each agency-specific role has to the program.   

 By expanding each Desktop/Section in the above screen shot, each of the items listed under the corresponding destkop are found in the rows in the below document. The example Roles are listed along the top of the document as column headers.  An 'X' indicates that the role typically needs access to that particular item. Special notes are made where red numbers exist, see below the form for more information.

1. This is only if the QP can see all clients in the organization.
2. In group/team services, caregivers may need to review notes entered by other caregivers for their assigned clients.
3. Apply data security rules for "read only".
4. This is only used when services are ineligible for billing and payroll.
5. This is only used when services are ineligible for billing and payroll.
6. This is only used when services are ineligible for billing and payroll.
7. SS#'s are exposed through demographics permission and can be denied through "data security" if necessary.
8. SS#'s are exposed through demographics permission and can be denied through "data security" if necessary.
9. SS#'s are exposed through demographics permission and can be denied through "data security" if necessary.
10. SS#'s are exposed through demographics permission and can be denied through "data security" if necessary.
11. SS#'s are exposed through demographics permission and can be denied through "data security" if necessary.
12. Assigned clients and cost center rules still apply in this calendar's view mode.  Caregivers may need to see schedules from other caregivers for their same client. 
13. List configuration and customization may be needed by this role.