How to Setup Security for the Dashboard
Desktop Security for the Dashboard is managed per role by going to Configure–>Security–>Configure Roles–>Select Role–>Desktop Security–>Dashboard.
In the example below, all 8 dashlets of the Dashboard have been made available by the security administrator. What follows is a review of what is behind each dashlet so that a determination can be made for which users/roles need which dashlets.
Unsigned/Unapproved Notes: this dashlet serves as a short-cut in the notes work-flow. This dashlet should be considered mandatory for every note-writer (caregivers and supervisors alike). When notes are enabled via desktop security, this dashlet is automatically checked as well, since it is the best way of managing the notes. Because each caregiver’s responsibility is to sign their note to indicate that they have completed the documentation, this dashlet will help them easily keep track of notes that have been saved but not yet signed; therefore incomplete. Not only does it give the caregiver the quick visibility to unsigned notes, it also provides a link directly back into each note. This is a great time-saving tool. Likewise, for the supervisors, their responsibility is to approve each note for billing and/or payroll purposes. This dashlet enables them to see notes that have been signed and are in their queue for approval. Again, the notes can be accessed directly from the note link to begin reviewing. Another great time-saving tool.
My Tasks: this dashlet is what allows internal communication to occur within the system. Because of its great importance, by default, the system will display the My Tasks dashlet on every new user’s dashboard. Tasks are most frequently used when a supervisor is notifying the caregiver of a note correction, but they can also serve as ticklers to remind pertinent staff when client consents or employee certifications are set to expire. Tasks may also be generated from schedules, treatment plans, assessments and timesheets to alert someone of any changes or updates in those areas. The usage of tasks are critical for efficient use of OnTarget Clinical.
Clients: this dashlet is simply a short-cut to the client record where the bulk of the client information is stored. The clients that are displayed in the dashlet are controlled through security settings. A user may only see their assigned clients if that rule is enforced, or they may see the clients for their given cost centers. The Security Administrator has full control over that visibility. With the Clients dashlet, the client record can be easily accessed or a report can be generated that summarizes the info available in their electronic record.
Paychecks: this dashlet gives users the opportunity to manage and retrieve their pay slips online. If payroll has been implemented in OnTarget, then every pay slip for the individual will be displayed here. The user would only be presented with their paychecks and would not be able to access anyone else’s paychecks.
Reports: there are currently three reports available through this dashlet. With the Client Services report, users can view the amount of units remaining on current or expired authorizations. The Treatment Plan report allows users to understand start and end dates of plans and their plan types. The final report is for Employee Certifications which allows users to manage when employee trainings are set to expire. When this dashlet is made available for a particular role, all three reports are made available.
Assessment of Progress by ISP Goal: this dashlet graphs the assessment keys used against grid notes. This tool is specific to grid notes only and is valuable in reporting the progress a client is making towards their goals. If grid notes are implemented, this dashlet is extremely beneficial for those responsible for managing the goals.
Intervention Use by ISP Goals: this dashlet graphs the intervention keys used against grid notes. Like the Assessments dashlet, this dashlet is specific to grid notes only and allows you to understand the percentage of time intervention keys are used to address goals. This is another very important tool for those that manage goals and plans.
Meaningful Use: if a doctor is employed within the agency and the OnTarget system has been implemented in order to meet meaningful use certification, then this dashlet is utilized for meeting Meaningful Use reporting requirements. Otherwise, this dashlet is not necessary.