Getting started
Create your account
Register as a provider, let the NPPES directory prefill your details, meet the password rules, sign the BAA, and finish the four onboarding steps.
Sefton accounts are provider accounts: the person who signs up owns the practice workspace and invites everyone else. Patients and families never register themselves; they arrive through an invitation from you (see Invite a patient to the portal).
The registration form
Open sefton.health/register.
- NPPES directory prefill. Type your 10-digit NPI and Sefton looks you up in the national provider directory to prefill your name and credentials. You can hide the lookup and type everything by hand.
- Name and email. Use the email you want practice notifications sent to. It is also your sign-in.
- Password. At least 8 characters, one uppercase letter, one lowercase letter, one number, one special character. Confirm it.
- Agreements. Tick the box to accept the Terms of Service and Privacy Policy, then create the account.

The four onboarding steps
After the first sign-in Sefton runs a short guided setup:
- Provider Verification. Confirm your credentials and professional details (license, specialty, taxonomy).
- Practice Setup. Practice name, address, phone, NPI, tax ID, and type. Details in Practice setup.
- Compliance and Agreements. Review and sign the Business Associate Agreement and the digital-signature agreement. Sefton Health, Inc. is the business associate; your practice is the covered entity.
- Welcome. You land on the Sessions day view with the trial running.
Sign-in and recovery
- Sign in at sefton.health/login. New here? The sign-in card has a Create Account link; families use the Patient or family link to reach the portal.
- Forgot password sends a reset email. The button in that email opens the reset form; after a successful reset your password expiry clock restarts.
- If sign-in says your password has expired, use Forgot password. If it says the account is locked, wait for the lock to lift; if you are still blocked, open a support ticket (see Team accounts and sign-in problems).
Next
Turn on two-factor authentication (Security, 2FA, and passkeys), then import your clients.
Frequently asked questions
Do I need a credit card to start?
No. The 30-day trial starts without a card. You add a payment method only when you choose a plan.
What are the password requirements?
At least 8 characters with one uppercase letter, one lowercase letter, one number, and one special character. Passwords expire after 90 days by default and you are prompted to reset.
Where do I sign the Business Associate Agreement?
In the Compliance and Agreements onboarding step. You can re-read it any time under Settings > Legal.