Getting started with Sefton
Set up your practice on Sefton in under an hour: create your account, add your practice details, import your clients, and see your first patient — with billing ready from day one.
Welcome to Sefton. This guide walks you through your first hour on the platform — from creating your account to seeing your first patient with billing ready to go.
1. Create your account
Go to the create-account page and start your free trial. You’ll set up your credentials and can enable two-factor authentication (2FA) from settings for an extra layer of protection.
2. Add your practice details
Enter your practice information — name, address, NPI, and tax ID. These details flow automatically onto your superbills and CMS-1500 claims, so getting them right once saves re-keying later.
3. Import your clients
Use the guided CSV import wizard to bring in your existing clients and appointments:
- Export your client list from your current system as a CSV.
- Upload it to the import wizard.
- Map each column to the matching Sefton field.
- Review the preview and confirm.
Tip: clean up duplicate or stale records in your CSV before importing. Cleaner data in means cleaner data out.
4. See your first patient
Book an appointment, document the visit, and — because superbill and CMS-1500 generation are available from day one — produce a clean, coded claim right away. If you work with Spanish-speaking patients, the bilingual (English/Spanish) workflows are built in, not bolted on.
Security you can rely on
Sefton Health, Inc. operates the platform as your practice’s business associate. Sefton is built to support HIPAA compliance and a BAA is available, with encryption at rest and in transit, an immutable audit log, role-based access control (RBAC), and AWS hosting.
Next steps
- Explore the blog for practical billing and operations guides.
- Review the security page for the full safeguards and BAA details.
Frequently asked questions
How long does it take to get set up on Sefton?
Most solo and small practices are ready to see their first patient in under an hour: create your account, add your practice details, and import your client list with the guided CSV wizard.
Can I import my existing clients?
Yes. The guided CSV import wizard walks you through mapping your exported client and appointment data into Sefton, so you don't have to re-key anything.
Is billing available right away?
Yes. Superbill and CMS-1500 generation are available from day one, so you can document a visit and produce a clean, coded claim without extra setup.