Category: Configure

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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Security: How to Configure Desktop Security for Scheduling

Security: How to Configure Desktop Security for Scheduling

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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Custom Notes: How to Add Custom Labels

Custom Notes: 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.   To configure custom labels, go to ConfigureàCustomizationàCustom Labels.  Click Add Custom Label.     In order to continue the process of creating a custom note template, choose the note template to be customized from […]

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How to Configure Your Dashboard

How to Configure Your Dashboard

The Dashboard is configured by each individual user. This configuration controls how the dashboard is formatted and what dashlets are displayed upon each log-in.   Click the 'Configure Dashboard' button to manage the display of the dashlets.     After clicking on the Configure Dashboard button, users are presented with a pop up to choose […]

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