There are several note settings that can be customized for each service. These can be managed in the Note configuration screen, which is found in the Services desktop. Here, signature and scheduling settings can be configured as well as the assignment of note keys per service for grid style notes. All of the services […]
Service Groupings is a way of linking group services in OnTarget to prevent overlapping validations from firing. Service Groupings are configured under the Services desktop in OnTarget. By linking group services together, the system will handle the scenario where caregivers provide a group service and the clients within the group have different authorized services. […]
The Sites desktop is where company billing/site information is entered in OnTarget. This is where the provider’s site address (and other identifying information) are entered according to what is on file with the payers(s). In order to search for Sites, click on “Search Sites”. This populates a search grid with various filters that can […]
The Providers desktop is where billing provider information is entered in OnTarget. Here, the billing NPI# is entered as well as required billing link information. In order to search for Providers, click on “Search Providers”. This populates a search grid with various filters. Here, you can use filters to search by code, description, provider […]
This section provides an overview of the rebilling options in OnTarget. All of these options are found in the Claims desktop, found under the Billing category. There are three main functions to be aware of when it comes to managing and rebilling claims. These are all found in the Search Claims grid form; which […]
The Pay Types desktop is where pay type information is configured in OnTarget. Pay types define and control the way that employees or contractors get paid through OnTarget. With pay types, the parameters for tax handling, any overtime calculations, interaction with timesheets, pay rates, and any linking with wages expense and general ledger are defined. […]
The General section of the Clients Desktop is where users can add client demographics , contacts, and insurance information. This information may then be used by other modules to determine key information about a client. This is especially useful for displaying information about particular clients and for generating reports.
The client search grid is where users can search for particular clients using filters to restrict the search results. The various filters that can be used to restrict the client search grid are explained below. Note: users may enter multiple filters per data field. For example, users may enter one cost center on the first […]
System configuration for each individual company is set up and managed under the Configure Desktop. User id's are established, roles are defined, validations are managed, and the level of exposure to various parts of the system are controlled for each user under this Desktop.