Billing and claims
Patient payments, statements, and Good Faith Estimates
Take card payments with no commission, generate and send statements, issue Good Faith Estimates prefilled from the plan of care, and let families pay from the portal.
Setting up payments
Settings > Billing (Patient payments) connects your practice’s payout account through the embedded onboarding. Until it is complete the Patient payments card says payments are not enabled.
Statements
On the patient record, Patient payments > Generate statement builds a statement of the outstanding balance from posted claims and payments. Statements show Generated, Sent, or Void, and Open PDF.
Paying
The family pays from the portal’s Billing tab (Outstanding balance, Pay) or from the link in the statement. Payment received lands on the receivables view and on the claim’s balance.
Good Faith Estimates
Good-faith estimates on the record: Generate estimate opens the editor prefilled from the plan of care (prescribed frequency times duration) or, without a plan, from a typical course of care for the discipline. Edit descriptions, codes, units, and rates; Issue estimate. Estimates show Issued, Expired, or Superseded, and are shared to the portal.
Receivables
Billing > Receivables shows AR aging by payer and patient, so patient balances are worked with the same rhythm as payer balances.
Frequently asked questions
Does Sefton take a percentage of patient payments?
No. Sefton charges 0 percent; only the card processor's fee applies. Payouts go to the bank account you connect during payment setup.
Does Sefton keep a card on file?
No. Families pay each bill from the portal or a payment link; Sefton does not store cards on file.