HealthSherpa

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New to HealthSherpa? ​

Join us to explore HealthSherpa, see the application, and get familiar with the tools and resources available to you.  This session includes a live platform demonstration and Q&amp;A.

HealthSherpa agent tools ​ For both new and current HealthSherpa users, who want additional coaching on agent tools, including new authorization requirements, consent, client management, and renewals. Prepare now for OEP! ​

Intro to Healthsherpa for agencies ​ ​Designed for agency admins and owners, learn more about key agency features, importing your book of business, client management, and reporting tools. ​

HealthSherpa agency tools ​ For agency admins and owners interested in training on agency tools, including new authorization requirements, consent, client management, and renewals. Prepare now for OEP! ​

Need additional coaching or training? Contact our team by email at <a href="mailto:asat@healthsherpa.com" rel="nofollow noopener noreferrer" target="_blank">asat@healthsherpa.com</a>.

For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at <a href="mailto:Support@HealthSherpa.com" rel="nofollow noopener noreferrer" target="_blank">Support@HealthSherpa.com</a>, or by chat directly from your account.

Register for a group training session with our Agent Success team.

Interactive coaching for agents

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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