2020 – OnTarget Help

General Ledger: Reconciliation

July 30, 2020

This video will focus on the process of reconciling your bank statements to the activity entered in OnTarget. This is an important accounting practice to ensure that your financial statements from the system are accurate and reflective of all activity flowing in and out of your bank accounts. Start by navigating to the Reconciliation desktop. […]

Scheduling: Grid View Filters & Reporting

July 22, 2020

1- Although the default scheduling view is the Calendar view, there is an alternate view and method of schedule entry and management called the Grid view. The Grid view offers additional filters and a grid-based view and method of schedule entry. The Grid view is particularly useful when you need to view, edit or export […]

Residential: Configuring Clients and Note Templates

June 24, 2020

We are nearing the last few configuration steps. The remaining items are to link the client to the site they reside in and finally to optionally create a note template that supports multiple signatures on a single note, which if often common for these residential services. First, Clients must be assigned to sites in order […]

Residential: Configuring Services

June 18, 2020

Once you have Security, Shifts and Sites configured, you’ll need to designate which services qualify for shift scheduling. Typically, these are daily services since the majority of services that you staff in 24/7 shifts are residential in nature. Go to Billing → Services Search for the service(s) you want to configure for shift scheduling and […]

Residential: Clocking In from Desktop

June 12, 2020

You are able to clock in and out of your shifts from both the full site and the mobile site. This video will walk you through clocking in and out from the full site Once you have arrived at your site and are ready to clock-in for the shift, log into OnTarget. Click on the […]

Residential: Shift Notes

June 3, 2020

In this course we will review how to launch notes directly from shifts on the scheduler. These are shifts Click on Scheduling. Filter to your Site. You may use any of the filters as needed depending on how its easiest for you to search for your schedules. Click on the link for the most current […]

Residential: Configuring Shifts to Sites

May 28, 2020

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 […]

Residential: Scheduling Shifts

May 21, 2020

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 […]

Residential: Timeclock Configuration

May 17, 2020

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 […]

Configuring Shift Scheduling Security

May 7, 2020

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 […]

Year: 2020