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Patient portal

Patient portal: documents and session notes

For patients and families: upload your insurance card, ID, and forms; download what the care team shares; and read session notes in a calmer, plain-language format.

Sefton Editorial · Reviewed by Sefton Product ·

Documents

Upload document: pick the document type, select the file, add a note if you like, and upload. Your uploads are listed under Your uploads.

Shared with you holds superbills, CMS-1500 forms, statements, estimates, and other files from the care team. Download any of them.

The portal Documents tab with Shared with you and Your uploads sections.

Session notes

Session Notes shows the notes your provider chose to share from your visits, in an easier-to-read format and in your language. Notes appear after the visit once the provider signs and shares them.

Requesting your full record

If you need the complete record, file an Access request under Requests (Patient portal: requests).

Frequently asked questions

What can I upload?

PDF, JPG, PNG, DOC, or DOCX up to 25 MB. Choose the type: Insurance Card, ID Document, Medical Record, Form, or Other.