Skip to main content
Every module in OfficeRidge is built from a small set of repeating layouts, so learning them once tells you how to use all of them.

​
The layouts you will meet

The most common layout. A page title and subtitle sit at the top, followed by a row of tabs. Each tab is a table of one record type.Members, Employees, Billing, Finance, Licensing, and most other modules use this. When this documentation says “the Authorizations tab”, it means a tab on one of these pages.
The same layout with an interactive panel above the tabs.
  • Scheduling shows a week board above its tabs.
  • Intake shows a referral kanban board.
  • Time & Attendance shows the EVV exception queue.
  • Billing shows a billing summary.
The panel is a working view of the same records in the tabs below it.
Selecting a row opens that record’s detail page. Detail pages show the record’s own fields plus tabs of related records — a member’s detail page reaches their authorizations, visits, and documents without going back to the list.
A page of grouped link cards rather than a table. Security, Organization Settings, and Location Settings are hubs: each card describes a setting and links to where you change it.
Summary tiles across the top, tables underneath. Compliance uses this, leading with open findings by severity and aging before its thirteen tabs.

​
Working with tables

Every tabbed table behaves the same way.
Add records from the tab they belong to. Adding an authorization from the Authorizations tab links it to the member you are viewing; creating it elsewhere means setting that link by hand.

​
Deleting records

Most clinical records are never hard-deleted. Removing a record marks it deleted and keeps it out of your lists, but the underlying history is retained so audit trails stay intact.
Some tabs allow deletion and others do not, by design. If you cannot delete a record, it is usually because retention rules apply to it. Change its status instead — for example, discharge a member rather than deleting them.

​
Why something might not appear

A module, tab, or record can be hidden for four different reasons. Work through them in order:
1

Your role

The sidebar only shows modules your role can open. See Roles and permissions.
2

Your plan

Some modules require a higher subscription tier. See Plans and modules.
3

Your active organization

Records belong to one organization. Use Switch Organization if you work across agencies.
4

Your active location

Location-scoped records only appear for your active location. Change it in Location settings.

​
Terms used throughout these docs

The full list is in the glossary.