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 create a multi-day note in OnTarget Clinical. The Multi-Day note template best serves clinical documentation guidelines that allow for multiple days of services to be entered on a single note. If the system is being used to bill for these services, the billing is also supported […]
This section provides an overview of the desktop security settings associated with notes in OnTarget Clinical. Depending on how notes are implemented throughout a particular organization, security settings can be put in place to control how notes are made visible to the end users. There are options for controlling the visibility of notes in […]
This is a free form text memo field that can be used to store as much information as may be desired and with basic notes about that client. "Directions to Home" is another component of this tab. Users may copy and paste from other sites into this section. Click on Save at the bottom […]
Treatment Plan information must be entered if billing or notes will be implemented. For billing purposes, the minimum treatment plan info required is the plan start date, end date, format and type. This information is then tied to the service authorization in OnTarget Back Office. After hitting Add Plan, these required fields are presented. Once […]
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 […]
