FOR PAYERS

Better retrieval yields. Less provider friction. Stronger project outcomes.

Sherpas gives health plans and payer organizations a clearer way to manage chart retrieval. Through OneView and optional service support, payers can track projects, automate key processes, and stay closer to the work, whether they want to manage retrieval in-house, partner with Sherpas directly, or use a combination of both.

Real-time visibility into every retrieval project
100% state coverage, we reach the providers others can't

Stop starting from scratch every retrieval project.

Fragmented outreach. Blind spots. Relationship fatigue. No visibility once a project launches. Every cycle costs more and delivers less.

Real-time retrieval tracking

No more blind spots. OneView Payer gives your team live status on every chart in every project, so leadership always knows where things stand.

Less fragmented outreach. Faster retrieval.

With ZING, payers can automate retrieval work, helping reduce delays, improve output, and get charts back faster.

Higher retrieval yields.

Sherpas helps payers use the right retrieval pathway for the right provider, from remote and onsite support to ZING automation, TEFCA, HIEs, and other partner channels. That flexibility helps close gaps, improve visibility, and support stronger data for your projects.

Compliant from end to end.

SOC 2 certified, HIPAA compliant, AES-256 encrypted at rest and in transit. Every retrieval handled within a framework your compliance team will recognize and trust.

Scalable without added overhead.

High-volume retrieval without adding internal headcount. Sherpas scales with your program demands, not against your budget.

The data your programs depend on, retrieved on time and audit-ready.

Regulatory deadlines don't move, but retrieval timelines often do. When charts are stalled, incomplete, or missing entirely, the impact compounds across risk scores, quality ratings, and compliance standing.

Audit types Sherpas supports:

MRA

HEDIS

RADV

ACA

CRA

RAC

Validation

Chase list management

Send us your list. Sherpas processes, tracks, and retrieves across your entire chase, regardless of volume, provider relationship status, or geography.

Deadline-driven delivery

Sherpas works to your submission windows, not a standard turnaround schedule. When your program timeline is non-negotiable, our retrieval approach reflects that.

Audit-ready retrieval support

Sherpas helps payers improve retrieval visibility, coordination, and chart access, with ZING supporting quality checks when charts move through the automated solution.

ZING automation for scale

ZING helps payers move faster on high-volume retrieval projects, including concurrent and prospective chart reviews, by accelerating chart access through supported EHR workflows, including Epic and other FHIR-ready environments.

Flexible engagement model

Sherpas adapts to the way your team works, with support that fits your needs. Full-service retrieval, software-only via OneView, or both.

Running a HEDIS, MRA, or RADV program?

Software, services, or both. Built around your project.

Sherpas offers health plans a flexible engagement model. Whether you need full-service chart retrieval, a software platform to manage and track charts, or a combination of the two, we configure each engagement around how your organization actually operates.

OneView Payer

OneView is a medical record retrieval management platform that gives your team visibility and control across every chart and every project, from chase list to delivery. With real-time retrieval tracking, full transmission history, and secure 24/7 access, it is purpose-built for health plan teams managing risk adjustment and quality reporting.

Full-service chart retrieval

End-to-end chart retrieval for your audits and your quality projects. Sherpas manages provider outreach, tracks every chart, and delivers complete, audit-ready data. Remote, onsite, or automated via ZING.
How it works
SOC 2 certified
HIPAA compliant
AES-256 encryption
MFA built in via OneView
100% state coverage

Are you a retrieval requester?

If you're following up on record requests or retrieval statuses, here's the best page for you.

Ready to close more gaps with less effort?

Sherpas adapts to how you work. Talk to our team and we’ll find the right fit for your organization.

Talk to our team