From the Blog

Preparing for Implementation: Overview & Setup

Preparing for Implementation: Overview & Setup

This section provides an overview of the setup process for using Timesheets in OnTarget Clinical.   Timesheets are made available to users by going to Configure–>Security–>Configure Roles and selecting a role that will need to use the timesheets.  Under the Desktop Security tab, check timesheets and repeat for each role that will need access.   […]

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How to Use the Reports Dashlet

How to Use the Reports Dashlet

The Reports dashlet allows users access to three different reports within the system.  These reports are:  Client Services, Treatment Plans, and Employee Certifications.  Choose the appropriate report type, enter the necessary filter parameters, and click on the Generate Report button.          The Client Services Report shows an overview of the service(s) authorized for clients, along with the start and […]

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Security: How to Configure Roles

Security: How to Configure Roles

Roles define the level of access to the program.  Once a user is assigned to a role, then the proper permissions are granted.   Roles are created by going to Configure–>Security–>Configure Roles.     Click on Add a Role, and give the role a name.     The name should reflect the type of access […]

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How to Search for Notes Using the Filters

How to Search for Notes Using the Filters

The clinical notes search grid is where users can search for particular notes using filters to restrict the search results.  The various filters that can be used to restrict the clinical notes grid are explained below.      "Clear Filters" is used to reset all filters.  Alternate method:  X out of each field individually.   […]

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How to Use the My Tasks Dashlet

How to Use the My Tasks Dashlet

The My Tasks dashlet provides a view of all Tasks created within the system.  Tasks provide a means of communication within OnTarget Clinical and can be created from multiple areas of the program. The type of task displayed depends on where in the program it was created. Tasks can generated from the following locations: Client Admissions Client […]

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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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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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All Notes: How to Print Notes

All Notes: How to Print Notes

This section provides an overview of how to print notes in OnTarget Clinical.   There are several ways to print notes from OnTarget Clinical, depending on the nature of the printing needs. Notes can be printed individually or in bulk.    Printing notes individually:   When a note is signed for the first time, the […]

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How to Setup Pay Types

How to Setup Pay Types

This section provides an overview of the process for creating pay types in OnTarget Clinical.   Pay types are the mechanism for inputting non-billable time and possibly billable time on the timesheets. If payroll is being processed through OnTarget, then the pay type setup becomes even more critical, as they will represent the various ways […]

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How to Use the Clients Dashlet

How to Use the Clients Dashlet

The Clients dashlet provides a quick view of the assigned clients, their last date(s) of service, and the next appointment date for the user logged into the system. It is important to note that the security settings for user roles will determine the clients listed in the Clients dashlet.  Show assigned clients only can be toggled by […]

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