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Set up an organization

An organization is the top-level workspace for a therapy company. It contains the organization's people, patients, facilities, payors, schedules, notices, documentation, and billing setup.

Data does not cross organization boundaries. A patient, facility, or therapist created in one organization is not visible in another organization unless it is separately added there.

Before you start​

Sign up / sign in to your RehabAlpha account.

Create a blank organization​

Use a blank organization when you want to start with an empty workspace.

  1. Sign in to RehabAlpha.
  2. Open your account page.
  3. Click Create an organization.
  4. Enter the organization name.
  5. Save the organization.

RehabAlpha creates the organization and adds you as an admin automatically.

Create a test organization​

Use a test organization when you want to experiment, test, or learn something new. Test organizations can be empty or pre-populated with sample facilities, payors, patients, therapists, physicians, admissions, schedules, and clinical records.

  1. Sign in to RehabAlpha.
  2. Open your account page.
  3. Click Create a test organization.
  4. Choose a template organization.
  5. Hang tight while RehabAlpha provisions your new organization.

Available templates include:

  • Blank organization: an empty test organization with only your admin user and default schema.
  • Minimal places of service: small sample facilities with SNF, office, and mixed places of service.
  • SNF with in-house therapy: a compact skilled nursing facility setup with active admissions and a therapy team.
  • SNF and outpatient company: a two-facility company with shared payors, physicians, and therapists.
  • Multi-state therapy company: facilities across more than one state with different places of service.
  • Single outpatient facility: an outpatient therapy setup with scheduled visits and active admissions.

After the test organization opens, use it like any other organization. You can add, edit, schedule, document, and delete sample records while you learn the workflow.

You should know​

  • When you create an organization, RehabAlpha creates a person record for you inside that organization. That person record uses the Staff role by default, but this can be changed. RehabAlpha also marks you as an admin for the new organization.

  • A single RehabAlpha user account can belong to more than one organization. For example, a therapist might work with more than one therapy company.

FAQ​

If I create an organization, can I transfer my ownership to someone else?​

In RehabAlpha, there is no concept of an organization owner. Instead, organizations have users, and at least one user must be marked as an admin.

Admins have total control over the organization. They can manage organization settings, data, users, and permissions. More than one user can be an admin, so you can give another trusted user admin access. After another admin exists, admin access can be adjusted so that control of the organization is effectively handed off without transferring an owner field.

If I belong to multiple organizations, how do I switch between them?​

To choose the active organization:

  1. Open the organization menu in the top-left area of the app.
  2. Select the organization you want to work in.
  3. Confirm that the organization name changed before adding or editing data.

What to do next​

After your organization exists, set up payors, facilities, and people.