> ## 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.

# Plans and modules

> How your subscription tier and enabled modules decide which OfficeRidge features appear.

Two settings above your role decide what OfficeRidge shows: your agency's subscription tier and the
modules enabled for your organization.

## Subscription tiers

<CardGroup cols={3}>
  <Card title="Basic" icon="seedling">
    **1–10 employees.** Perfect for small agencies.
  </Card>

  <Card title="Professional" icon="chart-line">
    **11–50 employees.** Ideal for growing agencies.
  </Card>

  <Card title="Enterprise" icon="building">
    **51+ employees** or multiple locations.
  </Card>
</CardGroup>

### What each tier includes

<Tabs>
  <Tab title="Basic">
    * License & certification tracking
    * Document management
    * PAS member & employee management
    * On-call & project management
    * Vendor management
    * Basic survey preparation
    * HIPAA compliance tools
    * Email support
    * Basic reporting
    * Automated alerts
  </Tab>

  <Tab title="Professional">
    Everything in Basic, plus:

    * Advanced survey preparation
    * Custom forms & templates
    * Advanced reporting
    * Workflow automation
    * Phone & email support
    * Dedicated success manager
    * Multi-location support
    * API access
    * Custom integrations
  </Tab>

  <Tab title="Enterprise">
    Everything in Professional, plus:

    * Multi-location management
    * Advanced security features
    * Custom reporting
    * Priority support
    * Quarterly compliance reviews
    * SSO integration
    * Custom training
  </Tab>
</Tabs>

Tiers are ordered Basic → Professional → Enterprise. A feature that requires Professional is also
available on Enterprise.

### Features gated by tier

Two sidebar items require **Professional** or higher:

| Module                                | Minimum tier |
| ------------------------------------- | ------------ |
| [Forms](/forms)                       | Professional |
| [Integrations](/account/integrations) | Professional |

If your agency is on Basic, these do not appear in the sidebar at all. Review or change your plan on
the [Subscription](/account/subscription) page.

## Modules

Separately from tier, your organization has a set of enabled modules. Each sidebar item belongs to
one of them.

| Module             | Sidebar items it controls                                                                                                                |
| ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------- |
| **Clinical**       | [Members](/members), [Intake](/intake), [Scheduling](/scheduling), [Care Plans](/care-plans)                                             |
| **HR**             | [Employees](/employees)                                                                                                                  |
| **Financial**      | [Billing](/billing), [Finance](/finance), [Payroll](/payroll)                                                                            |
| **Operational**    | [Time & Attendance](/attendance), [Compliance](/compliance), [Fraud & Ops](/operations), [Emergency Prep](/emergency), [Assets](/assets) |
| **Licensing**      | [Licensing](/licensing)                                                                                                                  |
| **Business**       | [Corporate](/corporate), [CRM](/crm), [Maps](/maps), [Forms](/forms), [Subscription](/account/subscription)                              |
| **Reporting**      | [Reports](/reports)                                                                                                                      |
| **Patient Rights** | Member rights and complaint handling                                                                                                     |

A few items belong to no module and are always available: [Dashboard](/dashboard),
[Resources](/resources), [Task Manager](/tasks), [Account](/account/profile),
[Security](/account/security), and [Switch Organization](/account/switch-organization).

## How the three checks combine

To see a sidebar item, all three must pass:

<Steps>
  <Step title="Your plan meets the minimum tier">
    Checked first. Failing here hides the item regardless of role.
  </Step>

  <Step title="Your organization has the module enabled">
    A disabled module hides every item that belongs to it.
  </Step>

  <Step title="Your role is permitted">
    See [Roles and permissions](/getting-started/roles-and-permissions).
  </Step>
</Steps>

<Note>
  Organization Admins bypass the role check but not the tier check. If you are an admin and still
  cannot see **Forms** or **Integrations**, your agency is on Basic.
</Note>

## Changing your plan

Plan changes are made on the [Subscription](/account/subscription) page by an Organization Admin or
Finance Manager. Upgrading takes effect for everyone in your organization.

<Warning>
  Downgrading removes access to higher-tier features. Records created with those features are
  retained, but you will not be able to open the pages that manage them until you upgrade again.
</Warning>