> ## 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.

# OfficeRidge documentation

> OfficeRidge is an operations and compliance platform for Texas home and community-based care agencies.

OfficeRidge is an operations and compliance platform for Texas home and community-based care agencies.

It brings the work your agency already does — admitting members, scheduling attendants, verifying
visits, billing Medicaid, tracking licenses, and preparing for surveys — into one system where each
step feeds the next.

## What you can do

<CardGroup cols={2}>
  <Card title="Care for members" icon="users" href="/members">
    Admit members, track authorizations, build care plans, and document visits.
  </Card>

  <Card title="Manage your workforce" icon="badge-check" href="/employees">
    Keep credentials, background checks, training, and health records current.
  </Card>

  <Card title="Verify visits and bill" icon="receipt" href="/billing">
    Capture EVV visits, match them to authorizations, and generate claims.
  </Card>

  <Card title="Stay survey-ready" icon="shield-check" href="/compliance">
    Track licenses, deficiencies, incidents, and QAPI activity continuously.
  </Card>
</CardGroup>

## How the pieces connect

Most work in OfficeRidge crosses more than one module. The billing chain is the clearest example:
a referral becomes a member, a member gets an authorization, an authorization allows a scheduled
visit, a verified visit becomes a claim line, and claim lines become a claim.

```mermaid theme={null}
graph LR
    A[Intake<br/>referral] --> B[Members<br/>admission]
    B --> C[Authorizations<br/>approved units]
    C --> D[Scheduling<br/>planned visits]
    D --> E[Time & Attendance<br/>EVV visits]
    E --> F[Billing<br/>claims + 837P]
    F --> G[Remittances<br/>posting]
```

Because each stage depends on the one before it, a gap early on surfaces later as a rejected claim.
The [EVV to paid claim](/guides/evv-to-claim) guide walks the whole chain end to end.

## Start here

<Steps>
  <Step title="Sign in and find your way around">
    [Quickstart](/getting-started/quickstart) covers signing in, picking your organization, and
    reading a module page.
  </Step>

  <Step title="Learn the page patterns">
    Every module in OfficeRidge is built from a handful of repeating layouts. Learn them once in
    [Navigating OfficeRidge](/getting-started/navigating-officeridge).
  </Step>

  <Step title="Understand what you can see">
    Your role and your agency's plan decide which modules appear. See
    [Roles and permissions](/getting-started/roles-and-permissions) and
    [Plans and modules](/getting-started/plans-and-modules).
  </Step>
</Steps>

## Where to go by job

| If you are a                             | Start with                                                                                 |
| ---------------------------------------- | ------------------------------------------------------------------------------------------ |
| Organization admin setting up the agency | [Organization settings](/account/organization-settings)                                    |
| Intake coordinator                       | [Intake](/intake), then [New member admission](/guides/new-member-admission)               |
| Scheduler                                | [Scheduling](/scheduling) and [Time & Attendance](/attendance)                             |
| Biller                                   | [Billing](/billing) and [Month-end billing close](/guides/month-end-billing-close)         |
| HR staff                                 | [Employees](/employees) and [Credentialing a caregiver](/guides/credentialing-a-caregiver) |
| Compliance officer                       | [Compliance](/compliance) and [Survey preparation](/guides/survey-preparation)             |

<Note>
  OfficeRidge handles protected health information. Member records, visit notes, and clinical
  documents are access-logged. See [Roles and permissions](/getting-started/roles-and-permissions)
  for what your role can reach.
</Note>