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 […]

Configure – List Configuration: Employees Workflow

June 15, 2015

The list configuration tool is found under the Configure Desktop. Each of the menu items within the employee section correspond to a tab or section within the employee record. This is where the selections within drop down boxes found in each of the corresponding desktop modules are managed. Certifications: To add a […]

Security: How to Configure Roles

June 15, 2015

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 […]

List Configuration: How To Setup Service Menus

June 15, 2015

Service configuration can be found by going to List Configuration–>Services. This section contains information for the setup of client insurance information. Funding Agents: The funding agent is a critical piece of information in the insurance setup, as this indicates the entity responsible for paying the services rendered. The funding agent is assigned to […]

Customization: How to Add Custom Fields

June 15, 2015

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 […]

Edit Company Settings: How to Setup Company and Various Control Points

June 15, 2015

The Edit Company Settings section of the Configure Desktop allows administrators to configure company information and settings. The company settings configured here are fundamental to how the software manages certain aspects of the client record, scheduling, notes, timesheets, and billing. Automatically Generate Client Codes: If this setting is enabled, the software will create […]

How to Setup Pay Types

June 15, 2015

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 […]

Category: Configure