Welcome to Canairy
Canairy is a referral management platform for healthcare practices. It turns inbound faxes, PDFs, and emails into structured referrals, keeps your queue organized, and shows you how your patients move through your network.
This guide walks you through the product the way you’ll use it every day — starting with your first login and working through each screen.
If you’re brand new
Start with First Steps. You’ll accept a team invite (or sign your practice up), pick your role, and land on the dashboard.
If you want to learn a specific area
- Dashboard — your daily homepage
- Referral Inbox — review incoming PDFs and submissions
- Referrals — the full list of patient referral journeys
- Patients — your patient registry
- Tasks — follow-ups and to-dos
- Your Network — partner practices you refer to and receive from
If you manage a practice
- Organization Settings — practice details, members, invitations, and legal docs
If you manage a health system
- Health Systems — central inbox and aggregated reporting across multiple member practices
Need help?
Check the FAQ or reach your Canairy point of contact directly.
Watch: Welcome
Read transcript: Welcome
Start at Home and check the active practice. The referral address belongs to this workspace. Use the overview to see current work.
Open Referrals to see the practice list. Search for Riley, then read the matching patient and current status.
Open Tasks to find follow-up work. The Completed tab keeps a history of tasks that have already been finished.
Organization brings practice information and settings together. Open Practice Details to review the active practice without changing its information.
Return to Home to choose your next task. Use Triage for incoming work, or Patients to find patient records.
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