This guide is for practice managers and administrators. If you are setting up a personal Lyrebird account, see Getting started with Lyrebird instead.
What you'll need before you start
A Lyrebird account (sign up at app.lyrebirdhealth.com/signup)
A team or organisation subscription - view pricing plans or contact our sales team
The names and email addresses of the clinicians you want to invite
Your practice management system details (if connecting an EMR integration)
View the video to learn all about setting up an organisation in Lyrebird.
Step 1: Create your organisation
Sign in to Lyrebird at app.lyrebirdhealth.com
Navigate to Settings → Organisation
Click Create Organisation and enter your practice name
Your account becomes the organisation admin, you can manage users, billing, and settings from here
Step 2: Invite your clinicians
Go to Settings → Organisation → Manage
Click Invite User and enter the clinician's email address
Select their role: Clinician (full clinical access) or Admin (clinical access plus user and settings management)
Click Send Invite
The clinician will receive an email invitation to join your organisation. Invitations expire after 7 days, resend if needed from the Users panel.
Step 3: Set organisation-wide defaults
Organisation admins can set default templates and settings that apply to all users in the practice, saving each clinician from configuring Lyrebird from scratch.
Go to Settings → Organisation → Preferences
Configure the default Note storage period (24 hours, 7 days, 14 days, upto 6 months)
Individual clinicians can override these defaults in their personal settings at any time if the restrict user changes preference is set to "OFF".
Step 4: Connect your EMR integration
If your practice uses Bp Premier, Gentu or Genie, connect the integration now so clinicians have it available from their first session.
NOTE: EMR integrations for Bp Premier are configured per-device. Each clinician's workstation will need to be set up individually using the relevant integration guide.
Step 5: Set up the Type Pool (if using typists)
If your practice uses medical typists to review or edit notes, you can invite them to your organisation's Type Pool. See the Type Pool guide for full setup instructions.
Step 6: Brief your team
Before clinicians use Lyrebird with real patients, make sure they have:
✅ Read the Getting started guide
✅ Connected and tested their microphone
✅ Completed a test consult without a patient present
✅ A process for obtaining patient consent
✅ Access to the help centre at help.lyrebirdhealth.com
Need help with your organisation setup?
Our team offers onboarding calls for practices setting up Lyrebird for a team.
Book an onboarding call - lyrebirdhealth.com/contact-us
Live chat - click the blue icon in the bottom right corner of the Lyrebird app
Email - [email protected]