Organization Settings
Open Organization to review your practice and manage its settings. The page starts on Overview. Administrative controls depend on your role.
Tabs
- Overview — practice summary, activity, and shortcuts
- Practice Details — identity, contact details, referral preferences, specialties, services, locations, and operating hours
- People — members, pending invitations, and sign-up suggestions when available
- Groups — group memberships
- Documents — Terms of Service and Business Associate Agreement status and content
- Canairy Intelligence — programmatic referral intake and agent configuration
Watch: Organization Settings
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Organization brings the active practice information, team membership, agreements, and integration settings into one workspace.
Practice Details displays the legal name and contact information, which you can review before editing.
People lists the accounts with access to this practice and their roles, alongside the invitation controls available to admins.
Documents keeps the recorded agreement status together with the agreement text, so you can check both.
Canairy Intelligence contains the endpoint, client setup, API keys, and tool reference for programmatic referral intake.
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