First Steps
Choose the path that matches your situation:
- Your practice invited you. Open the invitation email and follow Accept a Team Invite.
- You need to create a new practice. Follow Sign Up Your Practice. If the practice already exists, ask its administrator for an invitation.
What to prepare
Have your work email ready. For practice setup, prepare the organization name and referral contact email, and review the suggested email alias. Organization and individual provider NPIs are optional fields in the current form.
First-login agreements
Canairy shows the Terms of Service when your account needs to accept the current version. This applies to individual users.
An organization admin is also shown the Business Associate Agreement when the practice needs acceptance. Invited members are not all asked to sign the practice’s BAA.
The destination depends on the flow: joining a practice redirects to Organization, while completing the Terms step opens Home. Check the practice name after entering the workspace.
Roles
Practice administrators manage organization settings and team access. Members carry out daily referral work. See Admins & Members and check your displayed role under Organization → People.
Watch: First Steps
Read transcript: First Steps
Check the practice name before starting work, because the active organization determines the records and settings you see.
Practice Details shows the legal name and contact information, so check this information before using the practice for referral work.
Open People to find your account and its role, then contact a practice administrator if your access needs to change.
Documents shows individual Terms acceptance and the practice agreement status, which are separate records.
Open Referrals to continue existing work, and search for the patient before creating another record.
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