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 sample data for training, demos, or practice.

1. Sign in to RehabAlpha.
2. Open your account page.
3. Click Create a test organization.
4. Wait for RehabAlpha to create the sample workspace.
5. Open the new organization.

The test organization includes fake people, facilities, and patients so you can explore workflows without entering real patient information.

Switch organizations

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

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.