• Home
  • /
  • Category Archives: Clients

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…

Paychecks Desktop Training

This Paychecks Desktop training video focuses on using the search grid filters, setting calculation options, creating manual checks, editing and reviewing check information, and printing checks.  For detailed instructions on creating checks from imported time, see the Create Paychecks from Time Records and Create Paychecks from Timesheets articles.         

Authorizations Training

This Authorizations Training video focuses on authorization utilization maximums as they relate to service variance reporting and exceeded units validations.  In addition to elements of reporting and validations, the basics of authorization entry are covered.  For more detailed instructions on authorization entry, see the  How to Add Authorizations article.  

Billing Reports

This section provides an overview of the billing reports available in OnTarget.  OnTarget SAS equivalent reports are noted where applicable.   First, ensure that the user has access to the desired billing reports.  This is controlled per role by going to Configure, Security, Configure Roles, Select Role, and Reports Tab.  Select the check boxes under…