First, Sherpa sees new appointments and reaches out.

Move beyond simple reminders, set up a communcation flow that works for the office includng automating insurance reminders, pre-appointment screenings and more.

Hi Susan, this is a message from Dr. Diaz. You have an upcoming appointment on Tuesday March 22nd at 9:15AM. If you have to reschedule please contact our office. Please bring your updated insurance card.
Thank You
Delivered & Read - 03:18 PM
You have an open check list item for your appointment tomorrow with Dr. Diaz. Please click through to complete open items. sherpahealth.ai/rxyz

Smart Forms & Same-Day Clincial Reviews

Digitize and automated all forms, new patient packages, paper screenings and visit clinicals. No Portal or account registration required.

Clinical Review Demo

Want to explore the dashboards and smart work lists? Contact us today at info@sherpahealth.ai.

Instant Return, High Billing and Smooth Operations

Contact us an email at info@sherpahealth.ai to receive our white-paper.


Additional Revenue Per Attached Provider


Document Collection