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.