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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…

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…

List Configuration: How to Setup Client Menus

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

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…

Configure – List Configuration: Employees Workflow

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

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

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

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

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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