Category: Scheduling

Residential: Configuring Services

Residential: Configuring Services

Once you have Security, Shifts and Sites configured, you’ll need to designate which services qualify for shift scheduling. Typically, these are daily services since the majority of services that you staff in 24/7 shifts are residential in nature. Go to Billing → Services Search for the service(s) you want to configure for shift scheduling and […]

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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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Residential: Scheduling Shifts

Residential: Scheduling Shifts

This course will focus on the process of adding and validating shift schedules.  Shift Scheduling in OnTarget allows you to assign clients, employees and shifts to specific sites.  Eligible staff are scheduled for designated shifts at each site, typically a group home or similar setting that requires 24/7 staff coverage. The schedules can be validated […]

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Residential: Timeclock Configuration

Residential: Timeclock Configuration

The Timeclock functionality allows you to capture staff time and attendance in real time. OnTarget will record the location and device of the user clocking in/out, along with validating that the clock in/out’s are within acceptable range of the site where services are to be rendered. Reminders can be sent to staff if they forget […]

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Configuring Shift Scheduling Security

Configuring Shift Scheduling Security

Before we jump right into how you will configure settings so that you can begin scheduling your staff to the respective shifts in your residential settings, let’s first touch on the core functionality available. Shift Scheduling in OnTarget allows you to assign clients, employees and shifts to specific sites.  Eligible staff are scheduled for designated […]

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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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An Overview of Scheduling Billable Events

An Overview of Scheduling Billable Events

This section provides an overview of how the schedule operates with respect to billable events and the importance of its integration with the notes and billing in OnTarget Clinical.   Scheduled events can be set as either "billable" or "non-billable". If the event is specific to a client and a service, it will be billable.  […]

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An Overview of Scheduling Non-Billable Events

An Overview of Scheduling Non-Billable Events

This section provides an overview of how the schedule operates with respect to non- billable events and the importance of its integration with timesheets and payroll.   Scheduled events can be set as either "billable" or "non-billable". If the event is specific to a client and a service, it will be billable. If the event […]

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