Getting started
Choose your plan
Sefton Core for cash-pay and superbill practices, Sefton Complete for the full electronic revenue cycle: what each includes, what the trial covers, and how to switch.
Sefton has two plans. Current prices are on the pricing page; this guide explains what each plan is for.
Sefton Core
For practices that bill patients directly and give them a superbill to submit to insurance.
- Scheduling, telehealth, Quick Dictate and Sefton Voice, notes, goals, home programs, and the family portal in 11 languages.
- Superbills, CMS-1500 forms, and Good Faith Estimates generated from signed notes.
- Patient payments and statements.
- No clearinghouse connection is needed.
Sefton Complete
Everything in Core plus the electronic revenue cycle, priced per therapist per month.
- Electronic claims through the clearinghouse with unlimited claims included.
- Pre-submission claim scrubbing and one-click corrected resubmission.
- Real-time eligibility, prior authorization tracking with unit budgets, claim status (276/277), ERA remittance auto-posting, denial management, and AI-drafted appeals you review and send.
- Secondary claims and coordination of benefits.
The trial
Every new account starts a 30-day trial of the full workflow without a card. Settings > Subscription shows the days remaining. When the trial ends, choose a plan there; nothing is deleted while you decide.
Managing the subscription
Settings > Subscription shows the plan, renewal date, invoices, and the last payment. You can add a payment method, change plan, or schedule a cancellation at the end of the current period. Invoices and receipts are downloadable there. See Subscription and receipts.
Which plan is right for me?
- You mostly see cash-pay or out-of-network families and hand them a superbill: Core.
- You bill payers directly, or you want to stop paying a percentage to a billing service: Complete.
Frequently asked questions
What does the 30-day trial include?
The full Sefton workflow. No card is required to start; you choose a plan when the trial ends or earlier if you want to.
Are there per-claim fees or a revenue share?
No. Sefton Complete includes unlimited electronic claims with no per-claim fee and no percentage of your revenue. Patient card payments carry only the payment processor's fee.
Can I move from Core to Complete later?
Yes, from Settings > Subscription. The change takes effect at the next billing period.