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Client Record, EHR, IDD

OnTarget Client Record Overview

Client Record: Learn How To…   Store basic demographic information along with photo identification Utilize Google™ Maps awareness for client and contact addresses Track admissions, discharges and transfers Track consents and validate expiration dates against schedules, notes & billing Track assessments and due dates Document vital statistics and medications Manage eMAR and ePrescribe Cross-walk DSM…

OnTarget Dashboard Overview

Dashboard: Learn about the following Dashlets…   Unsigned/Unapproved Notes: Tool and recommended workflow for managing unsigned and unapproved notes My Tasks: an internal messaging center. Enforce staff to review their tasks at very log-in Clients: quick view into assigned client records and overview of last seen Reports: run reports to manage client service authorizations and…

How to Assign Services to Revenue Accounts

The Revenue Accounts screen is where services are linked with particular revenue accounts in OnTarget.   By linking services with particular revenue accounts, the system will account for income and automatically keep the general ledger in line with services provided.  Every time claims are created and exported for billing, they are then posted to the…

How to Establish Programs

The Program Codes screen is where services are linked with the company’s particular programs in OnTarget.  This is found under the Services desktop in OnTarget.    By linking services to particular program codes, you get another layer of reporting.  With this, sales and billing figures can be reported on by program, along with other types…

Service Specific Note Configuration

There are several note settings that can be customized for each service.  These can be managed in the Note configuration screen, which is found in the Services desktop.  Here, signature and scheduling settings can be configured as well as the assignment of note keys per service for grid style notes.       All of the services…

Service Groupings

Service Groupings is a way of linking group services in OnTarget to prevent overlapping validations from firing.  Service Groupings are configured under the Services desktop in OnTarget.    By linking group services together, the system will handle the scenario where caregivers provide a group service and the clients within the group have different authorized services. …

How to Add Sites

The Sites desktop is where company billing/site information is entered in OnTarget.  This is where the provider’s site address (and other identifying information) are entered according to what is on file with the payers(s).    In order to search for Sites, click on “Search Sites”.  This populates a search grid with various filters that can…

How to Setup Providers (NPI’s)

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…

How to Re-bill Claims

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…

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