Category: Help

Customization: How to Add Custom Fields

Customization: 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. With this tool, most note templates can be replicated.   To configure custom fields, go to Configure–>Customization–>Custom Fields.  Click Add Custom Field.     Choose the Object Type as "Note". Choose the pre-defined note template […]

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General Section: Contacts Tab

General Section: Contacts Tab

All pertinent contact information should be entered under this tab. (To make edits to an existing contact, click to highlight the contact in the list view).   To add a contact, click on the + Add Contact button found under the contacts tab.      Name is the minimum required information for saving a contact.  Title and Organization are available to provide […]

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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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How to Approve a Timesheet

How to Approve a Timesheet

This section provides an overview of the process for approving a timesheet in OnTarget Clinical.   In order to approve a timesheet, the approver logged into the system will need to be listed as the supervisor of the employee whose timesheet is being reviewed.  This association occurs in the employee record.  Under the Demographics tab, […]

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History Section: Consents Tab

History Section: Consents Tab

Click on +Add to start entering consents information.     Consent type is a way of categorizing consents. (ex. Client Rights, Restrictive Interventions, Consent To Release Information, etc).    Description and Expiration Date fields are also available.  Consent type and expiration date are required fields.    Click on the Update button to update the information or click on Cancel to cancel the edits.  Note:  Update=Enter; Cancel=Escape. […]

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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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