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 […]

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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 […]

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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 […]

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A Guide for Security Setup: Examples of Common Role Names and the Corresponding Settings

A Guide for Security Setup: Examples of Common Role Names and the Corresponding Settings

This section includes common settings for desktop security when configuring roles in OnTarget Clinical.  Note:  these are commonly used settings, and should not be used as a definitive guide for desktop security configuration.  Each individual agency should consider the most appropriate settings for determining the level of access each agency-specific role has to the program.    […]

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How to Setup Scheduling Security Rules

How to Setup Scheduling Security Rules

This section covers the scheduling security workflow in OnTarget Clinical:   Depending on how the scheduling function is implemented throughout a particular organization,  security administrators  may need to control how calendars are created, viewed, and edited for some users.  Several options are available for securing the calendars.   Control points are configurable by role by […]

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Customization: How to Add Custom Labels

Customization: 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. The system provides default labels, meaning the titles given to the data fields, specific to the three standard note templates (Clinical, Grid and Medical Templates). These default labels can be renamed in order to satisfy […]

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