Sign Up Your Practice
If your practice is already on Canairy, ask an administrator for an invitation. Use this setup flow when you need to create a new practice.
Pick your lane
Sign in and complete the Terms of Service step if prompted. When your account has no organization, onboarding offers two options:
- I see patients — register a practice to send, receive, and track referrals.
- I manage practices — set up a management organization for a health system, MSO, or practice group. See Health Systems.
Choose I see patients for practice setup.
Enter organization details
The form includes:
- Organization Name — required; visible to other Canairy users when you send or receive referrals.
- Referral Contact Email — initially filled from your signed-in email. Review the address that should receive forwarded-referral notifications.
- Email Alias — suggested from the organization name. Review the availability message and choose another alias if it is taken.
- Organization NPI (optional) — search by practice name or enter a 10-digit group/practice NPI.
- Provider NPI (optional) — search by provider name or enter a 10-digit individual provider NPI.
The form does not have a website field or a role selector. You can add further contact details later under Practice Details.
Create the practice
Review the values, then choose Create Organization. Canairy creates the practice and adds your account as an admin.
The workspace checks required agreements before opening Home. As the new practice’s admin, you may need to review and accept its Business Associate Agreement. Complete that step when you are ready to accept on behalf of the practice.
Find the referral address
After setup, find the practice’s referral address on Home and use its copy control. Use the address displayed in your workspace rather than assuming a domain from an example.
Incoming submissions can be reviewed in Triage. A successful setup does not by itself confirm that a test document has arrived; check the received submission before relying on an intake test.
Invite teammates
Invite teammates from Organization → People once the practice details are ready.
Watch: Sign Up Your Practice
Read transcript: Sign Up Your Practice
Use this setup flow for a new practice. Here, a local account replaces external sign-in. Read the Terms of Service, then accept and continue when ready.
Choose the option on the left to register a practice. The option on the right starts setup for a management organization.
Enter your practice name. This name appears to other users when you send or receive referrals. Review the email that should receive referral notifications.
Choose an available email alias. The helper text previews the referral address. Organization and provider NPI fields are optional; this recording leaves them blank and makes no external lookup.
Scroll down and choose Create Organization. Canairy creates the practice and adds your account as an administrator. The new practice then opens its Business Associate Agreement.
Read the Business Associate Agreement before accepting on behalf of the practice. When you are ready, select the practice-specific checkbox and choose Accept.
Home shows the new practice’s referral address. Use the copy button to copy it. This demonstration does not verify incoming email delivery; confirm a received submission when testing your setup.
Open Organization, then People. Your account is listed as the first Admin. Invite teammates from here when your practice details are ready.
Download transcript