Configure – OnTarget Help

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: 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 […]

Configure Payroll Rules

October 14, 2016

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 […]

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

June 15, 2015

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. […]

How to Setup Securities for the Employee Record

June 15, 2015

Security setup for access to employees can be found in the Configure Desktop under security in the Configure Security Roles menu. Different levels of access can be created for each role, so once a role is selected, administrators can decide how each user assigned to that role will work with employee information. Start by […]

List Configuration: How to Setup Scheduling Status Codes

June 15, 2015

This section covers the process for creating time schedule statuses. Time Schedule Statuses can be found by going to List Configuration–>Scheduling–>Time Schedule Statuses. To add a time schedule status, click on add time schedule status and start entering a description. Click on update to save the schedule status. Once saved, a […]

How to Setup Scheduling Security Rules

June 15, 2015

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 […]

Customization: How to Add Custom Labels

June 15, 2015

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 […]

Security: How to Configure Desktop Security for Global Permissions

June 15, 2015

There are several functions that apply globally to the program and are controlled in the security menu. Each of these functions is configurable per role and can be found by going to Configure–>Security–>Configure Roles (Choose Role)–>Desktop Security tab. Only Show Assigned Clients enforces the client roster to be set up for each user in this […]

Category: Configure