Webinars – OnTarget Help

Webforms Training: Client Intake

December 30, 2016

This Webforms training video focuses on client intake using a Webform. This video outlines the steps for creating and editing webform templates, entities, sub-entities, and creating client records by means of Webforms. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”https://www.youtube.com/embed/IUGVr8LYEI4″ width=”560″][/advanced_iframe]

Webforms Training: Client Incident Reports

November 21, 2016

This Webforms training video focuses on client incident reports. This video outlines the steps for creating and editing webform templates, entities, sub-entities, and adding client incident reports webforms to client records. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”https://www.youtube.com/embed/0bD4yMQSIm8″ width=”560″][/advanced_iframe]

Webforms Training: Client Face Sheet

November 18, 2016

This Webforms training video focuses on client face sheets. This video outlines the steps for creating and editing webform templates, entities, sub-entities, and adding client face sheet webforms to client records. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”https://www.youtube.com/embed/B8InL1tEZ0U” width=”560″][/advanced_iframe]

Multi-time Grid Notes from Schedules

November 10, 2016

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 […]

Webforms Training: Employee Supervision

November 7, 2016

This Webforms training video focuses on employee supervision forms. This video outlines the steps for creating and editing webform templates, webform entities, supervision types, and adding employee supervision webforms to employee records. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”https://www.youtube.com/embed/madlJivFQ_M” width=”560″][/advanced_iframe]

Paychecks Desktop Training

October 24, 2016

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. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ […]

Authorizations Training

September 23, 2016

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. [advanced_iframe securitykey=”omnistream” allowfullscreen=”” frameborder=”0″ height=”315″ src=”https://www.youtube.com/embed/qr3Ha15u0xM” width=”560″][/advanced_iframe]

Billing Reports

September 15, 2016

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 […]

Teach Yourself OnTarget — Check out our YouTube Channel for Tons of Helpful Videos

June 15, 2015

More than 60 Videos to choose from! Click the link below to get started.

Category: Webinars