Patient onboarding
Make onboarding simple with clear instructions and easy digital forms that reduce confusion from the first touchpoint.
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 operations.
Pre-visit planning
Handle prep, status collection, and check-in readiness before the patient arrives.
Reminders and check-ins
Automate repetitive reminder and check-in work so your staff does not have to chase every routine task manually.
Built for healthcare integration
Works with your EMR and PM systems so discrete data can move directly into operational workflows with no double entry.
HIPAA-Compliant Website Services
Support the practice website with secure, compliant appointment requests, AI assistance, and privacy-compliant web analytics.
Post Visit
Keep the relationship moving after the appointment with review prompting and management, surveying, and follow-up communication.
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.