1
Text and email sent
A secure link is delivered to the patient with clear context and a verified destination.
How It Works
A clear, connected experience for every visit
Sherpa Health strengthens patient readiness with a simple flow that reduces friction for both patients and staff.
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.
Request a demo
See Sherpa Health in your own workflow context.
We kept the detailed intake on the homepage for now so the demo path stays simple, but every page routes back into the same tracked CRM capture flow.