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Direct Support - Learning Path

The following is the recommended sequence of articles for Direct Support:


New User

  • How to Login to OnTarget

Dashboard

  • How to Configure Your Dashboard
  • How to Use the Unsigned/Unapproved Notes Dashlet
  • How to Use My Task Dashlet
  • How to Use the Clients Dashlet

Scheduling

  • Scheduling Billable Events
  • How to Search for Schedules Not Linked to Notes

Notes

  • Creating a Grid Note
  • Creating a Clinical Note
  • Writing a Note with no Schedule
  • Writing Grid Notes from Schedules
  • Creating notes from Shift Schedules
  • Creating Notes from the Mobile App
  • Note Tasks
  • Searching for Notes Using Filters

Timesheets

  • Creating a Timesheet

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Last updated on September 19, 2025

Topics

  • Configure
  • Learning Paths
  • Webinars
  • Dashboard
  • Notes
  • Mobile App
  • EVV
  • Timesheets
  • Timeclocks
  • Clients
  • Authorizations
  • Employees
  • Scheduling
  • Shift Scheduling
  • Basic Billing
  • Advanced Billing
  • Payroll
  • Accounts Payable
  • General Ledger
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