Sherpa Care, connected to PointClickCare.
The handoff between a facility and the home is where care plans quietly fall apart. Data gets re-typed, medication lists drift, and the first home visit starts with a phone call to the floor. The Sherpa Care integration with PointClickCare closes that gap by moving the record itself.
Referrals arrive as data, not paper.
Demographics, payer, diagnoses, medications, and the discharge summary land in Sherpa Care as structured fields. Intake reviews the referral instead of re-typing it, and the clinician has full context before the first visit.
One record across the transition.
Census, medication list, and care plan changes stay aligned on both sides of the handoff. When something changes in the facility, the home team is not the last to know.
What happens in the home is visible.
Visit documentation, vitals, and clinical notes captured in Sherpa Care flow back so the coordinating team sees the whole episode — not just the part that happened under their roof.
Lisa AI works on top of it.
Once the data is flowing, Lisa AI does the rest: ambient documentation at the point of care, prior authorization packets assembled from the record, and denial risks flagged before the claim goes out.
PointClickCare is a trademark of PointClickCare Technologies Inc. Referenced here for identification purposes only.
Four steps, and we carry most of them.
Integration projects stall when the vendor hands your IT team a spec and disappears. We do the technical lift and keep your team in the review seat.
Scoping call
Thirty minutes to map your actual workflows — which systems, which data, which direction, and what has to be true on go-live day. You leave with a written scope, not a proposal deck.
Connect
We handle endpoint configuration, message mapping, and credentialing with your IT and your partner system. Your team approves; our team builds.
Validate
We run your real workflows through a test environment — referral in, documentation out — and you sign off on what you see before anything touches production.
Go live, with people on the line
Cutover happens with our engineers watching the interface, not on a support queue. We stay close through the first cycle of live referrals.
Start the conversation.
Every integration starts with a short scoping conversation. Tell us what you run and what you need moving, and we will tell you honestly what it takes.
Tell us which PointClickCare modules you run and what you want moving between systems. We reply with a scope, a timeline, and what we need from your side.
Send an email→Skip the email thread. Get on a call with someone who has actually written the interface code and can answer architecture questions on the spot.
Schedule a call→Hospital EHR, HIE, clearinghouse, payer portal, referral platform, or something homegrown — tell us what it is and how you need data to move.
Describe your system→What to include so we can answer on the first reply
- Your organization and the care setting you deliver in
- The system you need Sherpa Care connected to, and the version or edition if you know it
- What data has to move, and in which direction
- Who owns the integration decision on your side
- The date you are working back from, if there is one
A note on privacy: Please do not include protected health information in an email. Describe the problem, not the patient — we will move to a secure channel if we need to see the record.
If it speaks a standard, we can connect to it.
PointClickCare is our first published partner integration, not the limit of what Sherpa Care connects to. The same interface layer serves the rest of your stack.
Hospital & Facility EHRs
Epic, Cerner, Meditech, and other acute systems — discharge-initiated referrals with full clinical context.
Health Information Exchanges
Statewide and regional HIE connectivity so records follow the patient across organizations.
Payers & Clearinghouses
Eligibility verification, authorization submission, and claims exchange without the phone-and-fax loop.
Referral & Intake Platforms
Automated referral capture that pre-populates intake instead of creating another inbox to watch.
Billing & Revenue Systems
Charge capture and remittance flowing between Sherpa Care and the financial system of record.
Custom & Homegrown Systems
Purpose-built APIs for the system that does not fit a standard — because most agencies have at least one.
The things people ask first.
When we are on.
Monday through Friday, 8am to 5pm Central. Email arrives 24/7 and we respond the next business day. If something is blocking patient care, put URGENT at the front of the subject line and we will treat it that way.
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