Category: Configure

Residential: Configuring Services

Residential: Configuring Services

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 […]

Continue Reading

Residential: Configuring Shifts to Sites

Residential: Configuring Shifts to Sites

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 […]

Continue Reading

Configure Payroll Rules

Configure Payroll Rules

This section provides an overview of the Payroll Rules setup in OnTarget.   In order to configure payroll rules, go to Configure, List Configuration, Payroll, and select Rules.  This pulls up a configuration panel where the Payroll Rules can be set.         The “Hours before OT” field controls how many hours must […]

Continue Reading

Custom Notes: How to Add Custom Labels

Custom Notes: How to Add Custom Labels

Custom labels are useful for re-labeling a custom note template in order to meet the specific requirements of the note.   To configure custom labels, go to ConfigureàCustomizationàCustom Labels.  Click Add Custom Label.     In order to continue the process of creating a custom note template, choose the note template to be customized from […]

Continue Reading

Custom Notes: How to Add Custom Fields

Custom Notes: How to Add Custom Fields

Custom fields are useful for adding data fields to a custom note template in order to meet the specific requirements of the note.   To configure custom fields, go to Configure–>Customization–>Custom Fields.  Click Add Custom Field.     Choose the "Object Type" as 'Note'. Then choose the note template to be customized from the "Template" drop-down.  Below, a custom […]

Continue Reading

How to Setup Pay Types

How to Setup Pay Types

This section provides an overview of the process for creating pay types in OnTarget Clinical.   Pay types are the mechanism for inputting non-billable time and possibly billable time on the timesheets. If payroll is being processed through OnTarget, then the pay type setup becomes even more critical, as they will represent the various ways […]

Continue Reading

Customization: How to Add Custom Fields

Customization: How to Add Custom Fields

Custom fields are useful for adding data fields to a custom note template in order to meet the specific requirements of the note. With this tool, most note templates can be replicated.   To configure custom fields, go to Configure–>Customization–>Custom Fields.  Click Add Custom Field.     Choose the Object Type as "Note". Choose the pre-defined note template […]

Continue Reading

Security: How to Configure Roles

Security: How to Configure Roles

Roles define the level of access to the program.  Once a user is assigned to a role, then the proper permissions are granted.   Roles are created by going to Configure–>Security–>Configure Roles.     Click on Add a Role, and give the role a name.     The name should reflect the type of access […]

Continue Reading

How to Setup Security for the Dashboard

How to Setup Security for the Dashboard

Desktop Security for the Dashboard is managed per role by going to Configure–>Security–>Configure Roles–>Select Role–>Desktop Security–>Dashboard.   In the example below, all 8 dashlets of the Dashboard have been made available by the security administrator.  What follows is a review of what is behind each dashlet so that a determination can be made for which […]

Continue Reading