Patient onboarding
Make onboarding simple with clear instructions, guided digital forms, and fewer abandoned starts.
Important journeys need a guide
Simplifying every patient interaction.
Sherpa Health helps practices replace confusion and delays with clarity, confidence, and convenience across onboarding, pre-visit planning, reminders, check-ins, and follow-up.
Healthcare integration ready
No patient app required
Trackable outreach and engagement
Core workflows
Built for the moments that create the most front-desk friction.
Clearer communication, better readiness, and a simpler patient journey.
Pre-visit planning
Handle prep, check-in readiness, and patient questions before they arrive at the front desk.
Reminders and check-ins
Automate reminders and routine follow-up so staff can focus on exceptions that actually need attention.
Why it matters
Confusion slows care. Clarity improves outcomes.
Patients do better when they understand what is happening, what is next, and what they need to do before the visit ever begins.
Reduce patient anxiety
Clear language and predictable next steps help patients feel prepared instead of overwhelmed.
Improve engagement
Better understanding drives higher completion of forms, prep instructions, reminders, and follow-up.
Lower front-desk friction
Staff see readiness in real time instead of chasing paperwork, prep questions, and status calls.
Platform
A unified platform for patient journeys.
Sherpa Health organizes pre-visit tasks, communication, forms, reminders, and check-ins in one connected experience built for healthcare integration.
Smart onboarding
Translate complex intake into guided steps patients can actually complete.
Pre-visit readiness
Surface what is done, what is missing, and who needs help before the visit.
Structured data capture
Move discrete information into the right downstream systems and reduce duplicate entry.
Staff visibility
Track patient progress in real time with a clear operational view of the visit pipeline.
Built for healthcare integration
Works with your EMR and PM systems so discrete data can move directly into the right operational workflow without double entry.
Simple Care Guides
How it works
A simple workflow that reduces friction for both staff and patients.
From secure outreach to structured intake to real-time visibility, Sherpa Health keeps the whole visit journey connected.
1
Text and email sent
A secure link is delivered to the patient with clear context and a verified destination.
2
Patient onboarding begins
Patients get instant access. No app download. No extra account creation.
3
Forms completed
Discrete information flows directly to your EMR or PM system based on your mappings.
4
Patient check-in
Patients arrive prepared and can check in on a phone or tablet.
5
Staff dashboard
Your team tracks readiness, exceptions, and progress in real time.
Sales Agent
Ask a question or see if Sherpa is a fit.
What it can do
Answer product and workflow questions using approved Sherpa content
Help a visitor understand fit for a practice or sponsor workflow
Capture qualification context and hand it off into CRM
Sales Agent ready with anthropic-claude-4.5-sonnet.
About Sherpa Health
Healthcare operators built this for the realities of real-world practice workflows.
We pulled the core About messaging straight from the current site so the public story stays aligned while the presentation gets sharper.
Our mission
Sherpa Health empowers healthcare practices by simplifying patient interactions and elevating the care journey through seamless, personalized communication.
Our vision
To revolutionize healthcare by removing delays, eliminating administrative barriers, and creating a future where every patient journey is fully connected, effortless, and personalized.
Built by healthcare experts
Sherpa Health is shaped by people who know what it takes to keep a practice moving. We turned years of real-world experience into a platform that delivers clarity, efficiency, and a better visit for every patient.
“We are redefining how practices connect with patients by innovating workflows to strengthen moments that matter.”
Sean Riley, Co-FounderRequest a demo
See Sherpa Health in the context of your workflows.
We’ll tailor the walkthrough around onboarding, reminders, pre-visit planning, check-in, or sponsor workflows and keep the lead tracked directly in CRM.
What you’ll get
Patient journey mapping and friction-point review
Platform walkthrough aligned to your operating model
Security and integration discussion for your environment