Learn how securities controls the set of clients that you are able to see and work with in the system. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”//www.youtube.com/embed/zMtrhd0eTmA” width=”560″][/advanced_iframe]
The Pay Disbursements desktop is where pay disbursement information is configured in OnTarget for the purpose of processing payroll. These configurations ultimately control the method by which employees or contractors get paid through OnTarget. Here, institution accounts are selected, method of disbursement is established (either by check or direct deposit), and the account type is […]
The Pay Deductions desktop is where deductions to be withheld from paychecks are configured in OnTarget. These configurations ultimately control the miscellaneous deductions for employees, taxation (if any), method of calculation, and applicable employment statuses. In order to add a pay deduction, click on Add Pay Deduction. This opens the pay deduction configuration window. […]
Learn the vairous reporting options from the Clients Desktop [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”//www.youtube.com/embed/PYtha2KrQdg” width=”560″][/advanced_iframe]
Learn how to search for your clients along with using the filters and views for searching and reporting. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”//www.youtube.com/embed/U845DnaXzSc” width=”560″][/advanced_iframe]
This Webforms training video focuses on client incident reports. This video outlines the steps for creating and editing webform templates, entities, sub-entities, and adding client incident reports webforms to client records. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”https://www.youtube.com/embed/0bD4yMQSIm8″ width=”560″][/advanced_iframe]
This Webforms training video focuses on client face sheets. This video outlines the steps for creating and editing webform templates, entities, sub-entities, and adding client face sheet webforms to client records. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”https://www.youtube.com/embed/B8InL1tEZ0U” width=”560″][/advanced_iframe]
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 the […]
This Webforms training video focuses on employee supervision forms. This video outlines the steps for creating and editing webform templates, webform entities, supervision types, and adding employee supervision webforms to employee records. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”https://www.youtube.com/embed/madlJivFQ_M” width=”560″][/advanced_iframe]
This section provides an overview of the process for creating time records from schedules in OnTarget. When billing is generated from scheduled events, this is the first step in the billing process. Keep in mind that best practice usage of the system is to prepare billing from the clinical documentation, but the system provides flexibility […]
