Patients and families
Invite a patient to the portal
Send a secure portal invitation with the patient's details and insurance prefilled, understand what the family completes, and what happens when the invitation is accepted.
Sending the invitation
From the patient card or profile, click Invite to Portal (or Invite Patient from the directory to create the record and the invite together).
- Patient Details: email, first name, last name, date of birth.
- Insurance: select the carrier and enter the subscriber or member ID from the card, or mark self-pay.
- Personal Message (optional), in your words; the email itself is sent in the family’s preferred language.
- Save and Invite.
What the family does
The email contains a secure link. The family confirms their details, sets a password, and completes any intake forms you assigned. Their account is created at that moment; until then the directory shows Intake pending.
After acceptance
The family can sign in at sefton.health/patient/login and, on iPhone, in the Sefton app. Their portal shows appointments, goals, home programs, messages, forms, bills, and shared records, in their language. Send them Patient portal: signing in.
Resending
Continue intake on the patient card resends the invitation or lets the office complete the intake on the family’s behalf.
Frequently asked questions
Can a family create a portal account on their own?
No. Portal accounts are created only by completing a provider's invitation, which is what keeps a record tied to the right person.
Who gets the invitation for a child?
The guardian marked as the communications contact. Add guardians before inviting so the email reaches the right adult, in their language.