CaseSherpa
CaseSherpa: A focused case-management platform for healthcare teams coordinating patient care. Ranked #140 of 175 in Case Management Software by our editors (3.0/10); pricing: Pricing on request; best for healthcare teams coordinating chronic-care cases.
At a glance
- Editor score3.0 / 10
- PricingPricing on request
- Best forHealthcare teams coordinating chronic-care cases
- Case intake formsYes
- Facts checked24 Sep 2026
Where it wins
- Automates SMS enrollment, screening, reminders and follow-ups
- Connects stage-based case pipelines with care plans and escalation
- Includes CCM time tracking, audit trails and quality reporting
Where it doesn't
- Pricing requires contacting sales
- Designed for healthcare practice and health-system workflows
- Telehealth scheduling is integrated with Zoom
Our verdict on CaseSherpa
CaseSherpa is a cloud-based case-management platform for healthcare practices and health systems coordinating chronic-care and specialty pathways. Its workflow spans automated SMS enrollment and screening, patient surveys, stage-based case pipelines, care plans, patient navigation and care-manager action plans. Teams can also schedule telehealth visits with Zoom, generate clinical documents and collect e-signatures. That makes it a fit for care teams that need to coordinate ongoing patient work and keep related activity together, rather than a general-purpose case tool for unrelated industries.
The product’s clinical workflow is its clearest distinction. Care-manager dashboards include escalation, calendars and action plans, while CCM time tracking, care logs and exportable reports support billing-related workflows. Audit trails and registry and quality reporting add oversight functions. The vendor describes CaseSherpa as HIPAA-compliant. It also offers licensed clinical navigators and bundled patient-navigation services, including a seven-stage pathway for sacral neuromodulation procedures. Practices looking for software plus navigation services may value that combination; teams seeking only a flexible case database may find the clinical focus too specific.
CaseSherpa runs on the web and lists Zoom, AWS and Twilio integrations. Published pricing is not available as a price list: the vendor describes patient-navigation services as a monthly bundle and directs prospects to schedule a demo. Prospective buyers should clarify software and service scope, costs and support needs with sales before comparing it with alternatives. Email and documentation are listed support channels. Choose CaseSherpa when chronic-care coordination, CCM records and clinical reporting are central to the workflow; consider a broader case-management product if healthcare-specific processes are not needed or if public plan pricing is essential to evaluation.
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CaseSherpa pricing
CaseSherpa fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Not verified |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | HIPAA |
| Support | Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Zoom, AWS, Twilio |
| Pricing | Pricing on request |
| Website | casesherpa.com |
| Facts checked | 24 Sep 2026 |
CaseSherpa integrations
CaseSherpa lists 3 integrations on its own site.
- Zoom
- AWS
- Twilio
Alternatives to CaseSherpa
- UiPath Maestro Case ManagementAI-assisted case orchestration for complex, document-heavy enterprise processes.9.4
- ServiceNow HR Service DeliveryA broad HR service suite for enterprises that need cases, workflows, portals, and AI.9.3
- Pega Investigative Case ManagementA broad investigation framework for agencies managing complex cases from intake through resolution.9.2
See all CaseSherpa alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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