> ## 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.
# Glossary
> Terms and status values used throughout OfficeRidge.
Terms and status values you will meet across OfficeRidge.
## Core terms
| Term | Meaning |
| --------------------- | ---------------------------------------------------------------------------------------------- |
| **Agency** | Your organization. The regulatory term used in licensing and CMS documentation. |
| **Member** | A person receiving care from your agency. Preferred over patient, client, or customer. |
| **Service provider** | An employee, contractor, or volunteer delivering care. Covers all credentialed care personnel. |
| **Care plan** | An individualized clinical plan of care, aligned with CMS terminology for home health. |
| **Authorization** | A payer's approval to deliver a set number of service units over a date range. |
| **Service item** | A billable service your agency is approved to deliver. |
| **EVV** | Electronic Visit Verification. Federally required for Medicaid personal care services. |
| **PHI** | Protected Health Information. The HIPAA-defined category of regulated health data. |
| **Orientation** | Structured onboarding for a member or a new hire. Distinct from ongoing training. |
| **Deficiency** | A finding cited by a surveyor that your agency must correct. |
| **QAPI** | Quality Assurance and Performance Improvement. |
| **CDS** | Consumer Directed Services, where the member acts as employer of record. |
| **PAS** | Personal Assistance Services. |
| **837P** | The electronic professional claim format submitted to payers. |
| **Remittance advice** | A payer's explanation of what it paid, adjusted, or denied. |
| **CARC / RARC** | Claim Adjustment and Remittance Advice Reason Codes explaining payment decisions. |
## Organization structure
| Term | Meaning |
| ----------------------- | -------------------------------------------------------------------------------------- |
| **Organization** | Your agency as a whole. All records belong to exactly one organization. |
| **Location** | A branch or office within your organization. |
| **Active organization** | The organization you are currently working in. Changing it changes every list you see. |
| **Active location** | The location filtering your location-scoped records. |
## Status values
### Member status
Members move through a long lifecycle. The most common values:
| Status | Meaning |
| ------------------------------- | -------------------------------------------------- |
| `PENDING_REFERRAL` | A referral has arrived but has not been worked. |
| `NEW_INTAKE` | Intake has started gathering information. |
| `PENDING_ASSESSMENT` | Awaiting clinical assessment. |
| `PENDING_AUTHORIZATION` | Awaiting payer approval before services can start. |
| `PENDING_ADMISSION_PACK` | Awaiting completion of admission paperwork. |
| `NEW_ADMISSION` | Recently admitted to service. |
| `ACTIVE` | Currently receiving services. |
| `ON_HOLD` | Services temporarily paused. |
| `HOSPITALIZED` | In hospital; services suspended. |
| `RESUMED_SERVICES` | Services restarted after a pause. |
| `RECERTIFICATION` | Due for or undergoing recertification. |
| `UNITS_UPDATED` | Authorized units changed. |
| `AUTHORIZATION_HAS_EXPIRY_DATE` | Authorization is approaching its end date. |
| `SUSPENDED_AUTHORIZATION` | Authorization suspended by the payer. |
| `SUSPENDED_ELIGIBILITY` | Member's payer eligibility lapsed. |
| `READMISSION` | Returning to service after discharge. |
| `TRANSFERRED` | Moved to another agency or location. |
| `DISCHARGED` | Services ended. |
| `VOLUNTARY_DISCHARGE` | Member chose to end services. |
| `TERMINATED` | Services terminated by the agency or payer. |
| `TERMINATED_DECEASED` | Services ended due to death. |
| `NON_ADMIT` | Referral reviewed but not admitted. |
| `DISREGARDED_REFERRAL` | Referral closed without action. |
| `OTHER` | Anything not covered above. |
### Visit and EVV status
| EVV status | Meaning |
| ------------- | ----------------------------------------------- |
| `SCHEDULED` | Visit is planned but has not started. |
| `IN_PROGRESS` | Attendant has clocked in. |
| `COMPLETED` | Visit finished and verified. |
| `MISSED` | Scheduled visit did not happen. |
| `EXCEPTION` | Visit needs correction before it can be billed. |
Only `COMPLETED` visits without an outstanding exception can flow into billing. See
[EVV to paid claim](/guides/evv-to-claim).
### Billing status
| Status | Meaning |
| ------------------- | --------------------------------- |
| `NOT_BILLED` | Not yet included on a claim. |
| `READY_FOR_BILLING` | Verified and eligible to bill. |
| `BILLED` | Submitted to the payer. |
| `PAID` | Payment posted from a remittance. |
| `DENIED` | Payer refused payment. |
### Care plan status
| Status | Meaning |
| -------------- | ---------------------------------- |
| `DRAFT` | Being prepared; not yet in effect. |
| `ACTIVE` | In effect and guiding care. |
| `COMPLETED` | Ran to its end date. |
| `DISCONTINUED` | Stopped before completion. |
### Licensing and survey status
| Status | Meaning |
| ----------------------------------------------------------------------------- | ----------------------------------------------- |
| License: `ACTIVE`, `PENDING`, `EXPIRED`, `REVOKED` | Current standing of a license or certification. |
| Survey outcome: `NO_DEFICIENCIES`, `DEFICIENCIES_CITED`, `IMMEDIATE_JEOPARDY` | Result of a regulatory survey. |
| Severity: `STANDARD`, `CONDITION`, `IMMEDIATE_JEOPARDY` | How serious a finding is. |
| Correction: `NOT_STARTED`, `IN_PROGRESS`, `COMPLETED`, `VERIFIED` | Progress on a plan of correction. |
`IMMEDIATE_JEOPARDY` is the most serious classification available for both survey outcomes and
severity. Findings at this level carry regulatory deadlines. Escalate to your compliance officer
immediately.
### Incident status
| Status | Meaning |
| --------------------- | ------------------------------- |
| `OPEN` | Reported, not yet investigated. |
| `UNDER_INVESTIGATION` | Being reviewed. |
| `CLOSED` | Investigation complete. |
## Subscription tiers
| Tier | Size |
| ---------------- | ----------------------------------- |
| **Basic** | 1–10 employees |
| **Professional** | 11–50 employees |
| **Enterprise** | 51+ employees or multiple locations |
See [Plans and modules](/getting-started/plans-and-modules).