> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations

> Connect Box storage, webhooks, and other external systems to OfficeRidge.

The Integration Hub connects OfficeRidge to external systems.

<Note>
  Integrations requires **Organization Admin** and the **Professional** plan or higher. See
  [Plans and modules](/getting-started/plans-and-modules).
</Note>

## What is available now

| Integration  | Status    | What it does                                                     |
| ------------ | --------- | ---------------------------------------------------------------- |
| **Box**      | Available | Org-owned file storage for PDFs, images, and form attachments    |
| **Webhooks** | Available | HTTPS callbacks when members, forms, files, and incidents change |

## What is planned

| Integration                  | Status      | What it will do                                              |
| ---------------------------- | ----------- | ------------------------------------------------------------ |
| Jotform                      | Coming soon | Sync Jotform submissions into OfficeRidge records            |
| Google Workspace             | Coming soon | Sign in with Google, Calendar sync, and shared Drive folders |
| SMTP                         | Coming soon | Send mail through your organization's SMTP relay             |
| Claims Clearinghouse         | Coming soon | Submit and track insurance claims via EDI                    |
| EVV Aggregator (HHAeXchange) | Coming soon | Submit EVV visits to the Texas state aggregator              |
| EHR / FHIR                   | Coming soon | Exchange clinical data with external EHR systems             |
| Payroll Provider             | Coming soon | Sync employees and compensation with ADP, Gusto, or Paychex  |

<Warning>
  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.
</Warning>

## Status labels

Each integration card shows one of:

| Label              | Meaning                                |
| ------------------ | -------------------------------------- |
| **Connected**      | Configured and working                 |
| **Not connected**  | Configured but not currently connected |
| **Not configured** | Available but no configuration entered |
| **Available**      | Ready to use                           |
| **Coming soon**    | Not yet available                      |

## Box

Connect your organization's Box account for file storage.

Files stay in your Box tenant. OfficeRidge stores metadata and folder mappings only.

<Warning>
  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](/compliance/hipaa).
</Warning>

## Webhooks

Webhooks send HTTPS callbacks to a URL you control when members, forms, files, and incidents change.

<Warning>
  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.
</Warning>

## Connecting an integration

<Steps>
  <Step title="Confirm your plan and role">
    Professional or higher, and Organization Admin.
  </Step>

  <Step title="Assess the PHI implications">
    Determine whether the integration will handle member information.
  </Step>

  <Step title="Put a business associate agreement in place">
    If a third party will handle PHI, before connecting. See
    [HIPAA compliance](/compliance/hipaa).
  </Step>

  <Step title="Configure and connect">
    Follow the integration's setup prompts.
  </Step>

  <Step title="Verify the status shows Connected">
    Then test with non-sensitive data first.
  </Step>
</Steps>

## Credentials for automation

Stored credentials used by automation workflows are managed separately, in
[Workflow automation](/operations/workflow-automation).

## Troubleshooting

| Problem                                 | What to check                                                          |
| --------------------------------------- | ---------------------------------------------------------------------- |
| Integrations is missing from my sidebar | It needs Organization Admin and the Professional plan.                 |
| An integration shows Not configured     | Configuration has not been entered yet.                                |
| An integration shows Not connected      | It is configured but the connection is failing. Re-authorise it.       |
| A webhook is not firing                 | Confirm the endpoint is reachable over HTTPS and returning success.    |
| I need EVV aggregator submission now    | It is not yet available. Continue with your existing submission route. |

## Related

<CardGroup cols={2}>
  <Card title="Workflow automation" icon="workflow" href="/operations/workflow-automation">
    Automation credentials and run history.
  </Card>

  <Card title="HIPAA compliance" icon="shield" href="/compliance/hipaa">
    Business associate agreements.
  </Card>
</CardGroup>