FOR Retrieval Partners

You have a list. A deadline. And providers you need charts from.
‍We go get them.

Sherpas is a nationwide chart retrieval partner with 15+ years of experience supporting health insurance companies, analytics firms, and third-party vendors at scale. Whether the work requires remote access, onsite retrieval, automation, or a flexible combination of approaches, Sherpas helps you move quickly from chase list to chart delivery. That's the retrieval partner model.

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100% state coverage, any provider

2x+ faster than alternative retrieval options, per provider feedback

You send us the list. We handle everything from there.

Large chase, fixed deadline, providers across the country. Your internal capacity doesn't stretch that far. That's exactly what Sherpas was built for.

Any provider, anywhere

Purely vendor contract work. You send us the list. We go get the charts. The provider doesn't need any prior connection to Sherpas.

Secure and compliant

SOC 2 certified, HIPAA compliant, and AES-256 encrypted, with secure SFTP delivery available. PHI is handled within a rigorous compliance framework your legal and security teams will recognize.

Sherpas works the way you need us to.

Remote or onsite. We determine the right approach for each provider on your list and move quickly.

Have a chase list and a deadline?

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Sherpas’ ZING solution provides automation that manual work just can’t match. Better speed and improved accuracy. Works with FHIR-ready EHRs.

Secure remote access helps Sherpas retrieve charts quickly and efficiently without adding on-site burden for the provider. ZING automation can further accelerate retrieval through direct digital connections to provider systems.

A Sherpas technician goes directly to the provider facility. Available based on local coverage.

A contract built around your retrieval program, not a rate card

Sherpas works with analytics firms, insurance companies, and third-party vendors under a direct contract model. You bring the chase list. We bring the coverage, the speed, and the compliance infrastructure.

Step 01

You send the list

Chase list, patient details, dates of service, and your deadline–sent through our encrypted process.

Step 03

We retrieve and deliver

Charts are retrieved and delivered in the format your team needs, with real-time status visibility throughout. Records are sent through a HIPAA-compliant secure transmission process.

Step 02

We set up the retrieval

Sherpas organizes the chase, schedules provider access, and determines the right retrieval approach for each provider.

Step 04

You get complete data

Complete, correctly formatted charts–plus full reporting on every record, including ineligibles and not-founds.

Who we work with:

Analytics firms and third-party vendors

Vendors and analytics firms running large-scale chart retrieval for payer clients.

Health plans and insurance companies

Payer organizations that contract with Sherpas as a direct retrieval partner.

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Speed, coverage, and compliance at any volume.

Whether you need a one-time retrieval run or an ongoing contract partnership, Sherpas scales to fit your program–without sacrificing coverage, speed, or compliance.

Reporting, dashboards, and visibility

Track chart-level status across every project, from request through delivery. Dashboards, performance metrics, and exportable data give your team a live view of activity–no status emails required.

Built for tight deadlines

Sherpas handles deadline-driven projects with expedited outreach, scheduling, and retrieval, whether onsite or remote. Outreach pacing aligns with your preferences to reduce provider abrasion while keeping projects on track.

Nationwide scheduling and outreach

Sherpas manages provider outreach, appointment booking, and confirmation from end to end, with nationwide onsite coverage to reach providers your team can’t. A dedicated account manager assists with questions or concerns throughout the project.

Automated retrieval with ZING

Where direct digital connections are available, ZING automates chart retrieval directly through provider systems, reducing fax and onsite volume. The result: quicker chart turnaround, standardized digital delivery into your intake workflow, and capacity that scales when volume peaks.

Chart retrieval at scale

Any provider, any state, any volume. Remote or onsite, we determine the fastest and most secure approach for each location on your list and deliver charts ready for review.

How it works

SOC 2 certified

HIPAA compliant

AES-256 encryption