/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.

