> ## 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.

# Resources

> Documents, policies, identifiers and reference links for your agency.

Resources is your agency's shared library: documents, policies, identifiers and reference links.

Every authenticated user can open it, which makes it the right home for material the whole agency
needs to reach.

## Tabs

<AccordionGroup>
  <Accordion title="Documents" icon="file-text">
    Shared document library with approval workflows and effective date tracking.

    **Columns:** Title · Type · Approval · Effective · Expires

    Use this for general agency documents that need a review and approval trail.
  </Accordion>

  <Accordion title="Business Documents" icon="briefcase">
    Business documents with approval workflows, version control, and expiration tracking.

    **Columns:** Title · Type · Effective · Expires · Version · Approval Status

    Version control makes this the right tab for documents that get reissued, such as contracts and
    agreements.
  </Accordion>

  <Accordion title="Policies" icon="scroll-text">
    Organizational policies with category, numbering, effective dates, and review schedules.

    **Columns:** Title · Category · Number · Effective · Next Review · Approval Status

    **Next Review** is what surveyors ask about. Keep it populated.
  </Accordion>

  <Accordion title="Emergency Plans" icon="triangle-alert">
    Emergency preparedness plans with drill schedules and approval status.

    **Columns:** Title · Type · Effective · Last Drill · Next Drill · Approval Status

    These plans are also reachable from [Emergency Preparedness](/emergency/plans), where you run
    the drills that update **Last Drill**.
  </Accordion>

  <Accordion title="Resource Links" icon="link">
    External resource links organized by category.

    **Columns:** Name · URL · Category

    Use this for state and federal references your staff need repeatedly, such as HHSC handbooks or
    payer portals.
  </Accordion>

  <Accordion title="Identifiers" icon="hash">
    Organization identifiers such as NPI, tax IDs, and registration numbers.

    **Columns:** Name · Number · URL

    Keeping identifiers here saves hunting for an NPI or tax ID during a claim correction or a
    survey.
  </Accordion>
</AccordionGroup>

## Adding a document

<Steps>
  <Step title="Choose the right tab">
    Policies go in **Policies**, contracts in **Business Documents**, everything else in
    **Documents**. The tab decides which fields you get.
  </Step>

  <Step title="Set effective and expiry dates">
    Expiry drives the alerts that warn you before a document lapses. A document with no expiry date
    never warns you.
  </Step>

  <Step title="Record approval">
    Set the approval status once the document has been signed off. Surveyors check approval, not
    just existence.
  </Step>

  <Step title="Set the next review date">
    On policies, **Next Review** keeps the document in your review cycle.
  </Step>
</Steps>

<Tip>
  Identifiers are worth filling in early. Billing and licensing work both depend on your NPI and tax
  IDs, and having them here avoids a scramble mid-claim.
</Tip>

## Troubleshooting

| Problem                                        | What to check                                                                                               |
| ---------------------------------------------- | ----------------------------------------------------------------------------------------------------------- |
| A document is not warning me before it expires | Confirm the **Expires** field is set. Blank expiry means no alert.                                          |
| A policy shows as overdue for review           | **Next Review** has passed. Update the policy and set a new date.                                           |
| Emergency plan shows no drill history          | Drills are recorded in [Emergency Preparedness](/emergency/drills) and flow back to **Last Drill**.         |
| I cannot find a document another user added    | Check your active organization and location. Documents are scoped to the organization they were created in. |

## Related

<CardGroup cols={2}>
  <Card title="Emergency Preparedness" icon="triangle-alert" href="/emergency">
    Run drills and maintain continuity plans.
  </Card>

  <Card title="Compliance" icon="shield-check" href="/compliance">
    Track HIPAA documents and compliance audits.
  </Card>
</CardGroup>