Changelog

Where to find what changed in OfficeRidge, and what changed in this documentation.

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Product release notes

Release notes, new features, and platform improvements are published inside OfficeRidge on the Product Updates page, which every authenticated user can open.

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Documentation changelog

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2026-09 — Agency packets as printable records

Changed

• Forms — Agency packets on the member or employee record are locked system forms. Completing one writes the sibling list and prints as the agency record.
• Member records — HIPAA rights packets (NPP, access, amendment, restriction, accounting, authorization) live on Agency Forms, not as name-and-date stubs.
• Leave and recognition and Health records — start leave, acknowledgments, and the TB survey from Agency Forms so staff do not double-enter.

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2026-09 — Account, reports, and navigation

Changed

• Account — personal hub for sign-in, 2FA, sessions, alerts, and personal data. Password and two-factor are no longer documented as Security Center cards.
• Security Center — privacy, Access Audit, consent, and legal documents only.
• Navigating OfficeRidge — row opens /r/{type}/{id}; global search uses ?tab= or a child route (CRM pages).
• Reports — Generate (catalog, custom columns, OIG) plus History. Exports that include protected columns require a one-time email code; each attempt is audited.
• CRM — Contacts, Interactions, and Tickets are their own pages.
• Members — “Healthcare Providers” replaced with Office Staff.

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2026-09 — Resources restructure

Changed

• Resources — Module groups: Documents, Links, Email & Letters, OfficeRidge Templates, Identifiers, Access (shared vendor logins for managers), Social.
• Business documents and policies documented under Corporate, not Resources.
• Clarified that Resources Access is a password vault, distinct from Security Access Audit.

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2026-09 — Faysan

New

• Faysan — operations assistant. Counts and record links only; never names or notes.
• OpenRouter is a live hub integration for Faysan BYO keys (/integrations/openrouter).

Changed

• Integrations live list is Box, Webhooks, n8n, Zapier, and OpenRouter (5 of 22).

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2026-08 — Multi-role access control

Documentation updated for the contextual scope + permission union RBAC refactor. New

• Multi-role assignments — one person can hold different roles at different locations
• Access Audit (Security → Audit) for Organization Admins — full access breakdown per user
• Location switcher guidance for users with roles at more than one branch

Changed

• Healthcare Provider renamed to Office Staff — non-clinical administrative role by default; clinical access requires a UserPermission overlay
• Roles and permissions rewritten for effective roles, permission union, team assignment UX, and contextual 403 messaging
• Dashboard shortcuts updated for Office Staff (no default clinical modules)

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2026-08 — New features and pricing changes

Documentation updated to match a substantial release. New

• Playbooks — a new module for documenting how your agency runs. Write procedures as step sequences, assign them by role, and capture signed acknowledgments against a dated version. Ships with six starter templates. Readable by everyone; authored by seven roles.
• Vendors and Procurement — split out of Finance into their own sidebar items. Vendors holds the directory, payments, and W-9s; Procurement holds invoices and supply inventory.
• Automated compliance checks — OfficeRidge now runs 21 scheduled checks that raise findings and notifications, including an Unbilled Visit Sweep and a Timely Filing Deadline Watch. See Workflow automation.
• Per-user notification preferences at Security, including a daily morning compliance brief. Security notices cannot be switched off.
• New automation step types — branch, create-task, and notify join the workflow builder.

Changed

• Pricing is now per staff login, not per employee. Basic $299/mo (5 logins, 1 location), Professional$599/mo (15 logins, 5 locations), Enterprise custom (100 logins, 10 locations). Additional seats cost $65/month. Employee, attendant, and client records are unlimited on every plan. See Plans and modules.
• Plan gating moved from hiding modules to closing write actions. Forms and Integrations are now visible on every plan; building a form or connecting a system still requires Professional. Read access to records made under a higher plan is never withdrawn.
• The Dashboard is now role-specific. Tiles and shortcuts differ by role, and the metric set changed to EVV Exceptions, Open Claims, Licenses Expiring, OIG Flags, Credentials Expiring, Tasks Due Today, Overdue Tasks, and Active Members.
• One active device per account. Signing in on a new device signs out the previous one. See Security.
• Member status split in two — a lifecycle status and an authorization status, tracked independently. A member can be ACTIVE while their authorization is suspended. See the glossary.
• Finance slimmed down. Vendors, payments, W-9s, invoices, and supply inventory moved out. /finance/payroll-setup became Wage compliance.

Removed

• Employee payroll, contractor payroll, and loan amortization registers are no longer part of Finance. Pay schedules remain in Payroll.

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2026-08 — Complete rebuild

This documentation was rebuilt from the OfficeRidge application source so that every page describes the product as it actually behaves. What changed

• Navigation now mirrors the application sidebar. The previous structure described a different arrangement of modules. Documentation sections now match the seven you see in the product: Overview, Clinical, Workforce, Financial, Compliance & Quality, Organization, and Account.
• Nine previously undocumented modules added: Scheduling, Intake, CRM, Forms, Assets, Security, Account, Location settings, and Switch organization.
• Modules promoted to their real position. Care Plans and Time & Attendance are top-level modules in the product and are now documented as such rather than buried as sub-pages.
• “Claims & Billing” renamed to Billing, matching the product.
• Pages for retired routes removed. Documentation previously covered three paths that only redirect elsewhere in the application. Old links now redirect to the real destinations.
• Cross-module guides added. Real work crosses modules, so there are now six workflow guides including EVV to paid claim and New member admission.
• Reference pages added. Roles and permissions and Plans and modules answer the most common question users have: why can’t I see this?

Why it changed The previous documentation was largely generated from a template. Around four fifths of its pages carried the same placeholder body text with only the title changed, and its structure described modules that did not match the application. Both problems made it unreliable to work from.

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Reporting a documentation problem

Every page in this documentation has feedback controls. If a page describes something that does not match what you see in OfficeRidge, use them — a mismatch is a documentation bug worth fixing. For product questions rather than documentation problems, contact support@officeridge.com.

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