CaseSherpa
casesherpa.com
Spec sheet
- What it does
- CaseSherpa is a care management and patient navigation platform for healthcare practices.Read 12 Oct 2026 · casesherpa.com
- Product
- CaseSherpa describes itself as a care management and patient navigation platform for clinical practices.Read 12 Oct 2026 · casesherpa.com
- Deployment
- cloudRead 24 Sep 2026 · casesherpa.com
- Security
- The privacy policy says PHI is stored in encrypted databases, access is restricted and logged, and safeguards include encryption in transit and at rest.Read 12 Oct 2026 · casesherpa.com
- Compliance
- CaseSherpa says it operates as a HIPAA Business Associate and has Business Associate Agreements with AWS, Twilio, and Zoom for services handling PHI.Read 12 Oct 2026 · casesherpa.com
- Support
- The site lists [email protected] and +1 (601) 213-6491 as contact details.Read 12 Oct 2026 · casesherpa.com
- Headquarters
- Flowood, Mississippi, United StatesRead 19 Oct 2026 · casesherpa.com
- Audit trail
- YesRead 24 Sep 2026 · casesherpa.com
- Care dashboard
- Its care manager dashboard includes stage-based case pipelines, patient escalation, calendars, action plans, and an audit trail.Read 12 Oct 2026 · casesherpa.com
- Care management
- The platform supports chronic care management enrollment, patient surveys, time tracking, and billing.Read 12 Oct 2026 · casesherpa.com
- Case intake forms
- YesRead 24 Sep 2026 · casesherpa.com
- CCM reporting
- CaseSherpa lists chronic care management time tracking, care logs, billing, and registry-ready exports.Read 12 Oct 2026 · casesherpa.com
- Documents
- It generates clinical documents, including visit notes, orders, and procedure notes, and supports e-signatures.Read 12 Oct 2026 · casesherpa.com
- Insurance limitation
- The site says Patient Navigation Services are not directly reimbursed by most insurance providers.Read 12 Oct 2026 · casesherpa.com
- Integrations and vendors
- The privacy policy names Twilio for SMS, AWS for hosting, and Zoom for telehealth, and says providers handling PHI are bound by Business Associate Agreements.Read 12 Oct 2026 · casesherpa.com
- Messaging
- Automated SMS supports enrollment, screening, reminders, and follow-ups.Read 12 Oct 2026 · casesherpa.com
- Notable limit
- CaseSherpa states that Patient Navigation Services are not directly reimbursed by most insurance providers.Read 12 Oct 2026 · casesherpa.com
- Patient navigation
- Its navigation services coordinate surgical, diagnostic, and specialty care pathways with licensed clinical navigators.Read 12 Oct 2026 · casesherpa.com
- Patient outreach
- The platform supports automated SMS enrollment, screening, reminders, follow-ups, and patient surveys.Read 12 Oct 2026 · casesherpa.com
- Pricing access
- The company offers a free consultation and demo; its site does not state a software price or trial duration.Read 12 Oct 2026 · casesherpa.com
- Pricing limitation
- The site describes Patient Navigation Services as a monthly bundled service to partner practices but does not state a price.Read 12 Oct 2026 · casesherpa.com
- Pricing model
- Patient Navigation Services are offered as a monthly bundled service to partner practices, and the page does not state a price.Read 12 Oct 2026 · casesherpa.com
- Reporting
- CaseSherpa captures messages, documents, and pathway stage changes for registry and quality reporting.Read 12 Oct 2026 · casesherpa.com
- Reporting dashboards
- YesRead 24 Sep 2026 · casesherpa.com
- SMS provider
- CaseSherpa uses Twilio to deliver SMS messages to patients on behalf of their healthcare providers.Read 12 Oct 2026 · casesherpa.com
- Specialty pathway
- Its PNE Pathway manages seven stages of care for sacral neuromodulation patients, from screening through follow-up and referral.Read 12 Oct 2026 · casesherpa.com
- Support and location
- The company lists [email protected], (601) 213-6491, and an address in Flowood, Mississippi.Read 12 Oct 2026 · casesherpa.com
- Telehealth integration
- The platform supports self-scheduled telehealth visits with Zoom integration and automated reminders.Read 12 Oct 2026 · casesherpa.com
- Who it serves
- The company says it serves medical practices and health systems, including chronic care, surgical, and specialty pathways.Read 12 Oct 2026 · casesherpa.com
- Workflow automation
- YesRead 24 Sep 2026 · casesherpa.com
Where Specifiction places it
- Case Management Software#156 of 1777.0
