Category: Notes

Residential: Shift Notes

Residential: Shift Notes

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 […]

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Service Specific Note Configuration

Service Specific Note Configuration

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 […]

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Multi-time Grid Notes from Schedules

Multi-time Grid Notes from Schedules

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 […]

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All Notes: How to Add/Manage Tasks

All Notes: How to Add/Manage Tasks

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 […]

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All Notes: How to Print Notes

All Notes: How to Print Notes

This section provides an overview of how to print notes in OnTarget Clinical.   There are several ways to print notes from OnTarget Clinical, depending on the nature of the printing needs. Notes can be printed individually or in bulk.    Printing notes individually:   When a note is signed for the first time, the […]

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Grid Notes: How to Configure Note Keys

Grid Notes: How to Configure Note Keys

If grid notes are being implemented, note keys will need to be set up.  These keys are the method in which goals are addressed.  Typically, the keys are used to show the intervention that was provided against each goal and then an assessment is made to indicate whether or not those interventions assisted the client […]

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Custom Notes: How to Setup a New Note Template

Custom Notes: How to Setup a New Note Template

This section provides an overview for how to create a note template. This is the first step in creating customized note templates, or other related forms.   To set up a note template, go to Configure–>List Configuration–>Services–>Note Templates.  Click Add Note Template.     The system provides three standard note templates: a Clinical note, a […]

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Grid Notes: How to Write a Grid Note

Grid Notes: How to Write a Grid Note

This section provides an overview for how to create a grid note in OnTarget Clinical.   By clicking on the Notes Desktop, users are first presented with a list of notes that have been created.  This listing will only display the individual users notes, unless they are a supervisor or a Super User.  For supervisors, […]

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