Products & Solutions

Purpose-built for healthcare data. Flexible enough to fit how you work.

Healthcare data and chart retrieval often break down across disconnected systems, teams, and handoffs. Sherpas brings software and services together to deliver connected, coordinated workflows for every client we serve.

OneView

OneView replaces the spreadsheets, status emails, and guesswork that come with chart retrieval. Purpose-built versions for providers, payers, and retrieval partners give each audience real-time visibility into every project, request, and delivery.

OneView Provider

Your window into everything Sherpas is handling on your behalf. Track every chart request, audit, and release of information in one place, without making a single phone call. Secure, 24/7, and updated in real time.

What it does:

Real-time chart status on every active request, across all requesters and audit types

Full transmission history with exact date, time, and delivery destination for every completed release

Chart list uploads for providers who want to submit chart requests directly through the portal

Secure 24/7 access protected by multi-factor authentication

15+ years of active development and continuous improvement

Not yet a client? Talk to our team to get started.

OneView Payer

360° visibility into your retrieval program. A single, real-time dashboard for every chase, every provider, and every invoice. Purpose-built for health plan program teams managing risk adjustment and quality reporting.

What it does:

Live retrieval tracking across every project and every chart, from initiation to delivery

Full transmission history with secure 24/7 access and multi-factor authentication

Project-level visibility for HEDIS, MRA, RADV, ACA, and other audit programs

Built to reduce re-retrieval — the same chart doesn't need to be requested again for the next retrieval project

One platform in place of dozens of spreadsheets

Not yet a client? Talk to our team to get started.

How Sherpas serves the healthcare data ecosystem.

Sherpas supports providers, payers, and retrieval partners with flexible software and service solutions built around the way healthcare data actually moves. Whether your team needs technology, hands-on support, or both, Sherpas helps reduce fragmentation across systems, workflows, and stakeholders.

For providers: release of information, end to end.

Sherpas partners directly with health systems, hospitals, and clinics to manage all chart requests, audits, and releases of information on their behalf, at zero cost to the provider. As Sherpas becomes the records service partner for a provider, it also becomes the point of contact for any requester seeking charts from that provider.

Requesting a chart from a provider partnered with Sherpas? Request a record.
Learn more for providers

Chart retrieval at scale. No prior provider relationship required.

Separately from the copy service model, Sherpas contracts directly with payers, analytics firms, and third-party vendors to retrieve charts at scale. This model requires no existing relationship with the provider. You send the list and the deadline. Sherpas goes in, retrieves, and delivers.
Learn more for retrieval partners

ZING

ZING is Sherpas’ proprietary automation technology for high-volume chart retrieval. Built in-house and designed to integrate with FHIR-compatible EHRs, ZING helps retrieve charts faster, reduce manual touchpoints, and support more consistent results across scalable retrieval projects.

Proprietary

Built by Sherpas

Introduced 2024

Named after TenZING Norgay

When ZING applies, high-volume retrieval moves at a pace that changes what's achievable within a project cycle.

A 1,000-patient list that takes hours manually takes roughly 44 minutes with ZING, including file preparation and delivery. For projects with tight submission windows, that difference is material.

Up to 50x
faster than manual retrieval processes
20–25
records per minute, consistent throughput at high volume
1,000
patients in ~44 minutes — including file preparation and conversion for delivery
What it does:

Interfaces directly with Sherpas' internal Everest infrastructure

Intelligently searches and retrieves relevant chart information without manual intervention

Reduces PHI exposure by limiting the number of people accessing provider systems

Delivers charts in real time directly to requesters

FHIR standards compliant

Built for straightforward connection to all FHIR-ready EHRs

Where a provider has a supported EHR system or grants API access, Sherpas can deploy ZING using a secure, industry-standard approach. This allows chart retrieval to move through a more automated workflow while keeping technical requirements clear and manageable. Full integration details are available on our How It Works page.

SOC 2 certified
HIPAA compliant — Annual training, all personnel
AES-256 encryption — Data at rest and in transit
MFA built in — Via OneView
Monthly OIG screening — All personnel
BAA for HIPAA compliance

Want to see how Sherpas fits your organization?

Our solutions are built around your situation. Talk to our team and find out how we fit into yours.

Talk to our team