December 2016 – OnTarget Help

How to Setup Providers (NPI’s)

December 30, 2016

The Providers desktop is where billing provider information is entered in OnTarget. Here, the billing NPI# is entered as well as required billing link information. In order to search for Providers, click on “Search Providers”. This populates a search grid with various filters. Here, you can use filters to search by code, description, provider […]

Webforms Training: Client Intake

December 30, 2016

This Webforms training video focuses on client intake using a Webform. This video outlines the steps for creating and editing webform templates, entities, sub-entities, and creating client records by means of Webforms. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”https://www.youtube.com/embed/IUGVr8LYEI4″ width=”560″][/advanced_iframe]

How to Re-bill Claims

December 29, 2016

This section provides an overview of the rebilling options in OnTarget. All of these options are found in the Claims desktop, found under the Billing category. There are three main functions to be aware of when it comes to managing and rebilling claims. These are all found in the Search Claims grid form; which […]

How to Add Pay Types

December 28, 2016

The Pay Types desktop is where pay type information is configured in OnTarget. Pay types define and control the way that employees or contractors get paid through OnTarget. With pay types, the parameters for tax handling, any overtime calculations, interaction with timesheets, pay rates, and any linking with wages expense and general ledger are defined. […]

Configure Desktop

December 9, 2016

System configuration for each individual company is set up and managed under the Configure Desktop. User id's are established, roles are defined, validations are managed, and the level of exposure to various parts of the system are controlled for each user under this Desktop.

Clients – General: Contacts

December 9, 2016

All pertinent contact information should be entered under this tab. (To make edits to an existing contact, click to highlight the contact in the list view). To add a contact, click on the "+ Add Contact" button found under the contacts tab. Notice that the contact "name" is a required field and is […]

Clients – General

December 9, 2016

The General section of the Clients Desktop is where users can add client demographics , contacts, and insurance information. This information may then be used by other modules to determine key information about a client. This is especially useful for displaying information about particular clients and for generating reports.

Clients: Search & Filters

December 9, 2016

The client search grid is where users can search for particular clients using filters to restrict the search results. The various filters that can be used to restrict the client search grid are explained below. Note: users may enter multiple filters per data field. For example, users may enter one cost center on the first […]

Clients – General: Identification

December 9, 2016

Personal Details Area: (To make edits to an existing client record, either double-click the client listed in the client list view, or click on the "edit client" icon). To add a client, click on the "+ Add Client" button. After doing this, the identification tab of the general section will be shown. The identification […]

Clients: Reports & Exports

December 8, 2016

By clicking on the "edit client" icon, users are taken directly to the client record for viewing or editing. By clicking on the "view report" icon, users are presented with a print-friendly version of the client demographic information (typically referred to as the "face sheet"). By clicking on the "export" icon, the report can be further […]

Month: December 2016