Employee Record List Configuration FAQ

Q:  What does the Enforce Completed Date of Client Specifics do?

A: It ensures that the employee/client assignment is current and is a way to track compliance with regards to any supporting documentation needed for service delivery. In the Assigned Clients tab of the employee profile, if a client record has a blank Date Completed field, or Date Expired is overdue, the client will not show up for the employee’s login, preventing the employee from seeing any client schedules, writing notes, etc., that would ultimately be out of compliance until the date completed (or updated expiration date) substantiates compliant record keeping. The Date Completed at a minimum must be entered in order indicate the employee/client relationship is valid. The expiration date is optional.

Q: Can staff receive reminders prior to certifications expiring?

A: Yes, OnTarget can send automated reminders via a task and/or email notification. To enable go to Configure > List Configuration > Employees. Enter a value in the “# of Days Valid” field to indicate the length of a time a certification is valid. Likewise, enter a value in the “# of Days Before Reminder” field in order the system to send an automated reminder that many days prior to the expiration date. Once a ‘Date Completed’ has been entered against a certification in the employee record, the date expired and reminder date will auto-populate based on these configurations.

Q: Why can't I see a supervisor's name in the "Supervisor" drop-down field in the Identification tab of the client record?

A:  This is a configuration item so that it can be a control point for preventing inaccurate client/supervisor assignments. It can be resolved by going to Configure > List Configuration > Employees > Job Titles. Any job title that will oversee supervising client records will need to be marked as "Supervisor" in order for the correct staff names to display in the supervisor drop-down on the Identification tab of the client record.

Q: What does RAP stand for?

A: Relative as Provider. This can be used to create the paid live-in caregiver relationships, specifically useful for the EVV exemption. There is an ability to restrict which services can be selected when a schedule is created for a caregiver with an assigned client that has the relative relationship. In the case of North Carolina’s T2013 and T2012 services, you can force the default service to be the T2012 service when the schedule is created for the RAP.  To add which services are allowed when the relative to caregiver relationship exists, go to Configure > List Configuration > Employees > RAP services. Add the services allowed for the caregiver and relative association when a schedule is created. Create the relative relationship by going to the Assigned Clients tab of the employee record and checking the Relative box accordingly.

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