Category: Clients

OnTarget Client Record Overview

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 […]

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Webforms Training:  Client Intake

Webforms Training: Client Intake

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]

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Webforms Training:  Client Incident Reports

Webforms Training: Client Incident Reports

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]

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Webforms Training:  Client Face Sheet

Webforms Training: Client Face Sheet

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] 

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Authorizations:  How to Add Authorizations

Authorizations: How to Add Authorizations

This section provides an overview of the process for adding authorizations in OnTarget.   To add an authorization, click on the Add Authorization button.  This launches the Service Authorization window where you can enter the information for the authorization.          Required fields are marked with a red asterisk (*).  Start by entering […]

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History Section: Admissions Tab

History Section: Admissions Tab

Admissions:   Click on +Add to start entering admissions information.     Admission Type is a way of categorizing admissions.  Options that may be available include admitted, discharged, transferred, referred, etc.  These are typically established at the onset of implementation.  This is especially useful when generating reports on any of this information (ex. If admissions information is […]

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History Section: Certifications Tab

History Section: Certifications Tab

The certifications tab is where client specific certifications are made active and flagged as required for caregivers.    Certifications are added to the client’s record by clicking on the check box for a particular available certification.  After clicking on the check box for an available certification, it is added to the Active Certifications list.  Active certifications require […]

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History Section: Assessments Tab

History Section: Assessments Tab

Click on +Add to start entering assessments information.     Assessment type is a way of categorizing assessments.   Options may include Psychological Evaluation, Comprehensive Clinical Assessment, or Medical Assessment, for example.  This is a required field and the minimum information needed to save an assessment to the client record.     Recommendations is where a recommendation is made concerning the […]

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History Section: Consents Tab

History Section: Consents Tab

Click on +Add to start entering consents information.     Consent type is a way of categorizing consents. (ex. Client Rights, Restrictive Interventions, Consent To Release Information, etc).    Description and Expiration Date fields are also available.  Consent type and expiration date are required fields.    Click on the Update button to update the information or click on Cancel to cancel the edits.  Note:  Update=Enter; Cancel=Escape. […]

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Medical Section: Vital Statistics Tab

Medical Section: Vital Statistics Tab

Click on the  +Add Vital Statistics button.     Date is a required field.  Height, Weight, BSA, Blood Pressure, Heart Rate, Blood Glucose, and BMI are also available.  Note that if the height and weight fields are entered along with the appropriate units, the client’s bmi will automatically calculate and show in the bmi data field.  Also note boxes for "is pregnant" […]

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