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PIE (Clinical) Notes: How to Write a PIE Note

This section provides an overview for how to create a PIE note in OnTarget Clinical.   If any notes have already been created in the system, a list of notes will populate after clicking on the Notes Desktop icon.  This list will only display the notes for the user who is logged in, unless the…

Medical Section: DSM 5 Tab

Click on the +Add DSM 5 Entry to add a new DSM 5 disorder to the client record.     Start by choosing the ICD9 code for the corresponding diagnosis (which will in turn populate the correct ICD10 code) or start with the ICD10 code (which will populate the correct ICD9 code).   In some instances, the ICD9 code may be different under the OnTarget ICD Look…

How to Use the Assessment of Progress by ISP Goal Dashlet

The Assessment of Progress by ISP Goal dashlet allows users to see a graphical view of a client's progress towards completion of treatment plan goals.  Note:  this report is designed to show progress for  grid-based note templates/keys only.   Users have the option of running the Assessment of Progress dashlet based on an individual caregiver's data (see…

Security: How to Configure Desktop Security for Notes

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…

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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