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Creating an owner account is only the start. Readiness lives in authenticated Setup (/setup) after you sign in. Organization Admins own this path — not System Administrators, and not invited staff. OfficeRidge uses HIPAA-aligned architecture. It is not a certified HIPAA product. Setup does not mean the agency is survey-ready in a few minutes.

Create the organization

1

Launch the agency

On app.officeridge.com/sign-up, choose New organization. Capture the owner account and basic agency facts.
2

Sign in

After the wizard, sign in as the owner. You will land in Setup while setupRequired is still true.

Finish setup (resumable)

Required steps stay blocked until the product sees evidence — a Texas program (PAS, PHC, CDS, or FMSA), a service location, billing, a second user, and a generated compliance pack. Leadership can be marked not applicable when the agency type does not need licensed leadership.
1

Agency

Confirm programs, legal name, and organization type.
2

Locations

Add the main office and any service locations with programs, HHSC regions, and counties.
3

Leadership

Record licenses and governing-body or administrator rows when required.
4

Compliance pack

Review generated calendar, emergency plan, drills, and policy drafts. These are drafts — they still need your review. If a provisioning task failed, retry it from Setup before confirming.
5

Billing

Add a payment method. Checkout returns you to Setup billing, not a dead-end billing page.
6

Team

Invite staff. Employee records stay separate from login users; you may optionally link them.
You can leave and return. Progress is stored on the organization.

Join an existing agency

Paste the invitation link on sign-up (Join your team) or open the link in the email. Ask an Organization Admin to re-send if the token expired.