Create your practice workspace

What happens next

The steps from an account to a clinic that is live, in the order you take them.

1. Create an account

   Sign up with Google or an email address. You are making a login, and you are not buying anything.

2. Open the sandbox

   A workspace on synthetic data opens for 14 days. Work the authorizations, notes, held claims and family updates in it.

3. Verify your organization and complete the BAA

   For a self-serve workspace, real client data stays locked until a verified active Type-2 organization NPI and a signed BAA are both recorded. Production use also follows a separate readiness approval.

4. Import your data

   Bring in clients, and optionally one authorization each, from a CSV. Eligible clinics can also upload a CentralReach export, review the import results and findings, then have an admin or owner confirm a ready import. The migration never creates staff accounts or access.

5. Work the go-live checklist

   The checklist shows what is still missing before your clinic goes live, so nothing is switched on half-ready.

6. Add a card before day 14

   Choose a tier and add a card to keep access when the sandbox ends. Until then you pay nothing.

Want to look around first?

You do not need an account to see the product.

• Try the demo first
• Get a free Snapshot
• Read the pricing