Documentation
Sefton Documentation
Every guide for providers, practice owners, and families: getting set up, sessions and notes, billing and claims, messaging, security, and the patient portal. 59 guides, written for the way a therapy practice actually runs.
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6 guides
Getting started
Create the account, set up the practice, bring your clients over, and invite the team.
5 guides
Sessions and scheduling
The day view, the calendar, booking, appointment requests, telehealth, and time tracking.
8 guides
Documentation and notes
Quick Dictate, notes, co-sign, completeness checks, goals, and home programs.
8 guides
Patients and families
Records, guardians, portal invitations, intake, referrals, and individual-rights requests.
9 guides
Billing and claims
Superbills and CMS-1500s, electronic claims, eligibility, prior authorization, denials, remittance, and patient payments.
5 guides
Messaging and notifications
Secure chat with families in two languages, alerts, announcements, and support.
8 guides
Account, team, and security
Profile, security and sessions, users and roles, locations, subscription and receipts, legal, and compliance.
10 guides
Patient portal
For patients and families: signing in, goals, appointments, home programs, messages, bills, records, forms, and requests.
- 01
Patient portal: signing in
- 02
Patient portal: dashboard and goals
- 03
Patient portal: appointments
- 04
Patient portal: messages
- 05
Patient portal: home programs
- 06
Patient portal: billing and payments
- 07
Patient portal: documents and session notes
- 08
Patient portal: forms
- 09
Patient portal: requests about your records
- 10
Patient portal: settings, language, and notifications