> ## 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.

# Navigating OfficeRidge

> Learn the handful of page layouts that repeat across every OfficeRidge module.

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

<AccordionGroup>
  <Accordion title="List page with tabs" icon="table">
    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.
  </Accordion>

  <Accordion title="List page with a header panel" icon="layout-panel-top">
    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.
  </Accordion>

  <Accordion title="Detail page" icon="file-text">
    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.
  </Accordion>

  <Accordion title="Hub page" icon="grid-2x2">
    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.
  </Accordion>

  <Accordion title="Domain dashboard" icon="chart-line">
    Summary tiles across the top, tables underneath. **Compliance** uses this, leading with open
    findings by severity and aging before its thirteen tabs.
  </Accordion>
</AccordionGroup>

## Working with tables

Every tabbed table behaves the same way.

| Action        | How it works                                                  |
| ------------- | ------------------------------------------------------------- |
| Search        | Filters the current tab only. Switching tabs clears it.       |
| Filter        | Narrow by status, date range, or linked record.               |
| Sort          | Select a column header.                                       |
| Open a record | Select the row to open its detail page.                       |
| Add a record  | Use the add action on the tab you want the record to land in. |

<Tip>
  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.
</Tip>

## 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.

<Warning>
  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.
</Warning>

## Why something might not appear

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

<Steps>
  <Step title="Your role">
    The sidebar only shows modules your role can open. See
    [Roles and permissions](/getting-started/roles-and-permissions).
  </Step>

  <Step title="Your plan">
    Some modules require a higher subscription tier. See
    [Plans and modules](/getting-started/plans-and-modules).
  </Step>

  <Step title="Your active organization">
    Records belong to one organization. Use **Switch Organization** if you work across agencies.
  </Step>

  <Step title="Your active location">
    Location-scoped records only appear for your active location. Change it in
    [Location settings](/account/location-settings).
  </Step>
</Steps>

## Terms used throughout these docs

| Term             | Meaning                                                     |
| ---------------- | ----------------------------------------------------------- |
| Member           | A person receiving care from your agency                    |
| Service provider | An employee, contractor, or volunteer delivering care       |
| Agency           | Your organization                                           |
| Authorization    | A payer's approval to deliver a set number of service units |
| EVV              | Electronic Visit Verification                               |
| PHI              | Protected Health Information                                |

The full list is in the [glossary](/help/glossary).