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

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

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 […]

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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 […]

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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 […]

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Security: How to Configure Users

Security: How to Configure Users

This section covers the process for adding and configuring users  in OnTarget Clinical:   Start by going to Configure–>Security–>Configure Users.  Click on Add User.      Create a username with the naming convention of choice.  First Name and Last Name are optional, and helpful if it is not clearly indicated in the user name.  A […]

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