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The Integration Hub connects OfficeRidge to external systems.
Integrations requires Organization Admin and the Professional plan or higher. See Plans and modules.

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What is available now

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What is planned

Integrations marked coming soon cannot be connected yet. Do not build a process that depends on one — in particular, EVV aggregator submission and claims clearinghouse EDI are not yet available through OfficeRidge, so those submissions still need handling through your existing route.

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Status labels

Each integration card shows one of:

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Box

Connect your organization’s Box account for file storage. Files stay in your Box tenant. OfficeRidge stores metadata and folder mappings only.
Because files remain in your Box tenant, the security of member documents stored there depends on your Box configuration — not on OfficeRidge. Review your Box sharing settings and access controls before storing anything containing protected health information, and put a business associate agreement in place. See HIPAA compliance.

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Webhooks

Webhooks send HTTPS callbacks to a URL you control when members, forms, files, and incidents change.
Webhook payloads may describe changes to member records. Send them only to an endpoint your agency controls, over HTTPS, with a business associate agreement in place if a third party operates it. Never point a webhook at a general-purpose automation service without checking what it retains.

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Connecting an integration

1

Confirm your plan and role

Professional or higher, and Organization Admin.
2

Assess the PHI implications

Determine whether the integration will handle member information.
3

Put a business associate agreement in place

If a third party will handle PHI, before connecting. See HIPAA compliance.
4

Configure and connect

Follow the integration’s setup prompts.
5

Verify the status shows Connected

Then test with non-sensitive data first.

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Credentials for automation

Stored credentials used by automation workflows are managed separately, in Workflow automation.

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Troubleshooting

Workflow automation

Automation credentials and run history.

HIPAA compliance

Business associate agreements.