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Switch Organization changes your active organization context. Every authenticated user can use it, though it only matters if you belong to more than one organization.

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Why it matters

OfficeRidge scopes everything to one organization at a time. Your active organization decides which members, employees, claims, and documents you see — everywhere in the application.
Switching organization changes what you are looking at, not what you are allowed to do. Your role may differ between organizations, so a module you use daily in one may be hidden in another.

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Switching

1

Open Switch Organization

From the Account section of the sidebar.
2

Choose the organization

Your view refreshes to that organization’s records.
3

Confirm your active location

Location context is per organization. Check it after switching. See Location settings.
4

Verify you are in the right place before making changes

Especially before creating records.
Confirm your active organization before creating or editing records. A member added to the wrong organization has to be recreated in the right one, and the misplaced record cannot simply be deleted because clinical data is retained.

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Context is two levels deep

Both need to be right. A correct organization with the wrong active location still shows you the wrong list.

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When something is missing

Wrong context is the most common cause of an apparently missing record. Check in this order:
1

Active organization

Is it the one that holds the record?
2

Active location

Is it the location the record belongs to?
3

Filters on the tab

Status filters commonly exclude discharged or inactive records.
4

Your role

See Roles and permissions.

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Troubleshooting

Location settings

Your active location.

Roles and permissions

Why a module may differ between organizations.