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Documentation

Comprehensive guides, tutorials, and reference materials to help you make the most of our home healthcare compliance platform.

Contents

Getting Started

Welcome to the OfficeRidge Documentation Center. This guide will help you get started with our home healthcare compliance platform and make the most of its features.

Platform Overview

Introduction to OfficeRidge

OfficeRidge is a comprehensive compliance management platform designed specifically for home healthcare agencies. Our platform helps you streamline compliance processes, reduce administrative burden, and focus more on patient care.

Key components of the platform include:

  • License & Certification Management
  • Survey Management
  • Document Management
  • Staff Compliance
  • Reporting & Analytics
Watch Introduction Video

System Requirements

OfficeRidge is a cloud-based platform that works in any modern web browser. For optimal performance, we recommend:

  • Google Chrome (latest version)
  • Mozilla Firefox (latest version)
  • Microsoft Edge (latest version)
  • Safari (latest version)
  • Internet connection: 1 Mbps or faster
  • Screen resolution: 1280 x 720 or higher

Mobile apps are available for iOS and Android devices.

Navigating the Dashboard

The OfficeRidge dashboard is your command center for compliance management. From here, you can:

  • View upcoming license and certification expirations
  • Monitor survey preparation status
  • Access recently modified documents
  • Track staff compliance metrics
  • Generate quick reports
OfficeRidge Dashboard

The dashboard is customizable, allowing you to focus on the metrics and information most important to your agency.

User Roles and Permissions

OfficeRidge offers flexible user roles and permissions to ensure the right people have access to the right information:

  • Administrator: Full access to all features and settings
  • Manager: Access to most features, but limited system configuration
  • Staff: Access to assigned modules and personal information
  • Viewer: Read-only access to specified modules

Custom roles can be created to match your organization's specific needs.

Quick Start Guides

Setting Up Your Organization

Follow these steps to set up your organization in OfficeRidge:

  1. Log in with your administrator credentials
  2. Navigate to Settings > Organization
  3. Enter your organization details (name, address, contact information)
  4. Upload your organization logo
  5. Configure organization-wide settings
  6. Save your changes
View Detailed Guide

Adding Users

To add users to your OfficeRidge account:

  1. Navigate to Settings > Users
  2. Click "Add User"
  3. Enter the user's name and email address
  4. Assign a role (Administrator, Manager, Staff, or Viewer)
  5. Customize permissions if needed
  6. Click "Send Invitation"

The user will receive an email invitation to create their account.

Importing Your Data

OfficeRidge makes it easy to import your existing compliance data:

  1. Navigate to Settings > Data Import
  2. Select the type of data you want to import (licenses, staff, documents, etc.)
  3. Download the import template
  4. Fill in the template with your data
  5. Upload the completed template
  6. Review and confirm the import

For large or complex data imports, our customer success team is available to assist you.

Core Modules

OfficeRidge offers several core modules to help you manage different aspects of home healthcare compliance.

License & Certification Management

The License & Certification Management module helps you track and manage all organizational and staff licenses, certifications, and credentials.

Key features include:

  • Centralized repository for all licenses and certifications
  • Automated expiration alerts
  • Renewal workflow management
  • Document storage for license copies
  • Reporting and analytics

For detailed information on using this module, see the following guides:

Support Resources

If you need additional help with OfficeRidge, the following resources are available: