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.

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

Ship something

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

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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.

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

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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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