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CaseSherpa
by CaseSherpa
What CaseSherpa is
CaseSherpa is a cloud-based care management and patient navigation platform for healthcare practices and health systems, including GI and urology practices and care navigation teams. Chronic care management tools cover enrollment, patient surveys, time tracking, care logs, billing, and registry-ready exports. A care manager dashboard organizes stage-based case pipelines, patient escalation, calendars, action plans, and an audit trail. Automated SMS supports enrollment, screening, reminders, and follow-ups; Twilio delivers messages on providers’ behalf. Licensed clinical navigators coordinate surgical, diagnostic, and specialty care pathways, while the PNE Pathway covers seven stages for sacral neuromodulation patients from screening through follow-up and referral. The platform generates clinical documents, supports electronic signatures, and lets patients self-schedule telehealth visits using integrated Zoom. It captures messages, documents, and pathway stage changes for registry and quality reporting. CaseSherpa says PHI is stored in encrypted databases with restricted, logged access and encryption in transit and at rest. Pricing is available on request; the company offers a free consultation and demo, but no software price or trial duration is stated. Patient Navigation Services are not directly reimbursed by most insurance providers.
Who it suits
CaseSherpa is intended for medical practices and health systems, including GI and urology practices and care navigation teams. Its features may suit organizations managing chronic care programs or coordinating surgical, diagnostic, and specialty pathways.
What it does well
- Supports chronic care enrollment, time tracking, and billing
- Automates SMS for reminders and follow-ups
- Includes audit trails and reporting dashboards
- Integrates Zoom for telehealth visits
- Describes encrypted PHI storage and logged access
What to know first
- Software pricing is available only on request
- Patient Navigation Services are not directly reimbursed by most insurance providers
- No trial duration is stated
Verdict
CaseSherpa combines care management workflows with patient navigation and reporting features. Buyers should request pricing and consider the stated insurance reimbursement limitation for Patient Navigation Services.
Facts from CaseSherpa's own pages
- Audit trail
- Yes · casesherpa.com, 24 Sept 2026
- Care dashboard
- Its care manager dashboard includes stage-based case pipelines, patient escalation, calendars, action plans, and an audit trail. · casesherpa.com, 12 Oct 2026
- Care management
- The platform supports chronic care management enrollment, patient surveys, time tracking, and billing. · casesherpa.com, 12 Oct 2026
- CCM reporting
- CaseSherpa lists chronic care management time tracking, care logs, billing, and registry-ready exports. · casesherpa.com, 12 Oct 2026
- Compliance
- CaseSherpa says it operates as a HIPAA Business Associate and has Business Associate Agreements with AWS, Twilio, and Zoom for services handling PHI. · casesherpa.com, 12 Oct 2026
- Deployment
- cloud · casesherpa.com, 24 Sept 2026
- Documents
- The platform generates clinical documents and supports electronic signatures. · casesherpa.com, 12 Oct 2026
- Headquarters
- Flowood, Mississippi, United States · casesherpa.com, 19 Oct 2026
- Insurance limitation
- The site says Patient Navigation Services are not directly reimbursed by most insurance providers. · casesherpa.com, 12 Oct 2026
- Case intake forms
- Yes · casesherpa.com, 24 Sept 2026
- 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. · casesherpa.com, 12 Oct 2026
- Messaging
- Automated SMS supports enrollment, screening, reminders, and follow-ups. · casesherpa.com, 12 Oct 2026
- Notable limit
- CaseSherpa states that Patient Navigation Services are not directly reimbursed by most insurance providers. · casesherpa.com, 12 Oct 2026
- Patient navigation
- Its navigation services coordinate surgical, diagnostic, and specialty care pathways with licensed clinical navigators. · casesherpa.com, 12 Oct 2026
- Patient outreach
- The platform supports automated SMS enrollment, screening, reminders, follow-ups, and patient surveys. · casesherpa.com, 12 Oct 2026
- Pricing access
- The company offers a free consultation and demo; its site does not state a software price or trial duration. · casesherpa.com, 12 Oct 2026
- Pricing limitation
- The site describes Patient Navigation Services as a monthly bundled service to partner practices but does not state a price. · casesherpa.com, 12 Oct 2026
- Pricing model
- Patient Navigation Services are offered as a monthly bundled service to partner practices, and the page does not state a price. · casesherpa.com, 12 Oct 2026
- Product
- CaseSherpa describes itself as a care management and patient navigation platform for clinical practices. · casesherpa.com, 12 Oct 2026
- Reporting
- CaseSherpa captures messages, documents, and pathway stage changes for registry and quality reporting. · casesherpa.com, 12 Oct 2026
- Reporting dashboards
- Yes · casesherpa.com, 24 Sept 2026
- 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. · casesherpa.com, 12 Oct 2026
- SMS provider
- CaseSherpa uses Twilio to deliver SMS messages to patients on behalf of their healthcare providers. · casesherpa.com, 12 Oct 2026
- Specialty pathway
- Its PNE Pathway manages seven stages of care for sacral neuromodulation patients, from screening through follow-up and referral. · casesherpa.com, 12 Oct 2026
Where CaseSherpa stands on Freedom251
- Case Management Software#175 of 177