Every patient. Every detail. One place.
Fragmented patient records, manual referral intake, and disconnected care transitions add hours of administrative work and create clinical risk. Sherpa Care centralizes patient management into a single tabbed interface — intake, clinical history, visit documentation, team communication, and care transitions all connected.
The full picture — one interface.
Sherpa Care's patient chart consolidates clinical history, visit documentation, and communication threads into an intuitive, tabbed interface. Search patients by demographics, insurance, referral source, or diagnosis. Every clinician who touches a patient sees the same complete record — no version control, no disconnected notes.
- Complete clinical history in a single tabbed view
- Multi-criteria search — demographics, insurance, referrals, diagnosis
- Visit documentation linked to the patient record automatically
- Role-based access so each team member sees what's relevant
Referrals land ready to work.
Sherpa Care supports both manual and automated HL7-based referrals — syncing intake data directly into workflows without re-entry. Returning patient detection identifies existing MRNs so duplicate records don't accumulate. The referrals team sees everything they need to triage and admit a new patient without making a single phone call.
- Manual and automated HL7 referral intake
- Intake data syncs into workflow automatically
- Non-deterministic returning patient detection with MRN matching
- New episode vs. new patient triage built into intake workflow
The whole team on the same page — literally.
Social media-style threaded conversations within the context of a specific patient — searchable, auditable, and visible to everyone on the care team. Use @mentions to create tasks, tag the right person, and log notes that follow the patient. Reduces readmissions by ensuring nothing falls through the cracks at transition.
- Threaded patient-context communication for the full care team
- @mentions create tasks and route to the right person
- All notes auditable and searchable by patient
- Supports care transitions across acute, post-acute, and home-based settings
Every detail, handled.
The features that make documentation not just faster, but actually complete.
Care Transition Management
Sherpa Care manages transitions across the full care continuum — hospital to home health, home health to hospice, and back. Patient records transfer automatically, reducing the gap between settings where readmissions happen.
Insurance & Payer Management
Track primary and secondary insurance, authorization status, and eligibility verification per patient — all linked to the scheduling and billing modules so coverage is confirmed before care is delivered.
Care Plan Tracking
Care plans are living documents linked to every visit. Updates are visible to the full care team in real time — so the plan the clinician is working from is always current.
Census Management
View and manage your active patient census with configurable filters — by diagnosis, payer, clinician, geographic territory, or acuity level. Operational decisions are grounded in a clear picture of who you're serving.
Readmission Risk Tracking
Identify patients at elevated readmission risk using Sherpa Care's risk stratification tools — enabling proactive intervention before an avoidable hospitalization occurs.
Discharge & Episode Management
Manage patient episodes from admission through discharge — including recertification, plan of care updates, and discharge documentation — all within the patient record.
Ready to see it in your workflow?
A 15-minute demo is enough to understand what changes. No slides — your use case, your questions, your workflow.