In this course we will review how to launch notes directly from shifts on the scheduler. These are shifts Click on Scheduling. Filter to your Site. You may use any of the filters as needed depending on how its easiest for you to search for your schedules. Click on the link for the most current […]
There are several note settings that can be customized for each service. These can be managed in the Note configuration screen, which is found in the Services desktop. Here, signature and scheduling settings can be configured as well as the assignment of note keys per service for grid style notes. All of the services […]
This section provides details on the workflow for reviewing schedules and writing notes in OnTarget. Click on the Scheduling Desktop to begin reviewing schedules. Your scheduled events will most likely automatically display. If they do not, enter your name in the caregiver filter and press search. The default view is the […]
This section provides an overview of how to manage tasks for notes in OnTarget Clinical. There are many different areas of OnTarget Clinical that allow for tasks to be created. Tasks allow a means of communication within the program. One of the primary places that tasks are used is in the notes section. Creating […]
This section provides an overview for how to approve multiple grid notes at once in OnTarget Clinical. From the Notes Desktop, use the filters to select grid notes needing approval based on the necessary criteria (date range, by client, by caregiver, etc.). Once this has been done, click on the "Approve Grid Notes" button. […]
This section provides an overview of the workflow for editing notes in OnTarget Clinical. The process for editing a note varies depending on where the note is in its life cycle (whether signed, approved, or billed). Because of this, there are different scenarios that describe the different processes. Editing a note when it […]
Once the grid note keys have been created, the keys will need to be assigned to the services that they will be documented against. This is a required step in order to begin creating grid notes. To start assigning keys to services, go to Configure–>List Configuration–>Services–>State Services Select a service from the […]
The clinical notes search grid is where users can search for particular notes using filters to restrict the search results. The various filters that can be used to restrict the clinical notes grid are explained below. "Clear Filters" is used to reset all filters. Alternate method: X out of each field individually. […]
The grid note is one of several note formats available in the program. This style of note is best used for services that require goals to be documented against a set of interventions and assessments in a grid-like format. One of the main benefits to using this style of note is that the data can […]
This section provides an overview of how to manage tasks for notes in OnTarget Clinical. There are many different areas of OnTarget Clinical that allow for tasks to be created. Tasks allow a means of communication within the program. One of the primary places that tasks are used is in the notes section. Creating […]
