Meet CaseSherpa

CaseSherpa is a care management and patient navigation platform built for the realities of modern clinical practice. We help healthcare teams:

-Enroll and engage patients with automated SMS outreach
-Run HIPAA-compliant telehealth visits with integrated Zoom
-Generate and e-sign clinical documents in minutes
-Track every case, every document, and staging in one dashboard
-Provide real time health feedback and trends to patients
-Stay compliant with CCM billing, audit trails, and reporting

CaseSherpa provides a scalable extension of care for your patients without increasing your overhead and with little to no out-of-pocket costs to get started.

We serve chronic care patients, surgical patients, and specialty pathways — including our flagship PNE program for GI practices running sacral neuromodulation.
CaseSherpa

CaseSherpa makes engagement easy

  • Patient Identification, Recruitment & Consent

    CaseSherpa assists you with identifying patients with chronic conditions by analyzing EMR records to extrapolate patients who meet CCM criteria.

  • Care Plan Assignment & Management

    CaseSherpa works with our healthcare provider clients to assemble the necessary Care Plans for CCM patients. Stage-based case pipelines for navigation and other specialty pathways.

  • Reporting & Billing

    Time tracking, care logs, and exportable reports for CCM billing and registry.

Service Powered by Software

Work smarter with software built for clinicians.

CaseSherpa replaces phone trees, fax machines, and spreadsheets with a single platform that actually fits into how care teams work.
  • Automated SMS outreach & surveys
    Enrollment, screening, reminders, decline handling
  • Document generation & e-signature
    Medication and behavioral trends, visit notes, orders, postings, procedure notes
  • Telehealth scheduling & zoom integration
    Patients self-book, visits run in-platform
  • Care manager dashboard
    Stage-based pipeline, patient escalation, calendar, action plans,  audit trail
  • Reporting & billing
    CCM time tracking, care logs, registry-ready exports

Navigating Cases — Our Solutions

Scalable solutions built for real clinical workflows.

Our patient engagement platform combines remote care resources with the best technology to help you transform your patient engagement experience. Whether you're a medical office or health system, CaseSherpa has the tools and support you need to deploy a customized solution that meets the needs of your patient population.

Free Consultation & Demo
CaseSherpa

Chronic Care Management (CCM)

Monthly care coordination for patients with two or more chronic conditions. Automated enrollment, documented consent, survey-based patient scoring, care logs, and CMS-compliant time tracking and billing.

CaseSherpa

Patient Navigation Services (PNS)

Clinical navigation for complex care pathways — surgical, diagnostic, and specialty.

Let me help you on your journey.

From screening to scheduled to treated — CaseSherpa guides every patient, every care manager, and every document through the pathway.
Schedule a Demo