The Platform
Sherpii provides a unified workspace designed around the caregiver's day. Rather than switching between a calendar app, a notes tool, and a messaging client, the therapist works from a single, coherent environment where every piece of the clinical workflow is connected — from the morning schedule view through to end-of-day summary and follow-up automation.
At its core is a patient-centric longitudinal record: every session note, transcript, mood signal, and homework response is attached to the patient and surfaced in context. The caregiver sees trends over time, not just snapshots, enabling more informed clinical decisions and more meaningful conversations at the start of each session.
Intelligent automation handles the repetitive but critical tasks — sending homework after a session, following up when a patient hasn't responded, escalating when a signal looks concerning — freeing the therapist to focus entirely on the relationship and the work. Every automated action is logged and editable, so the caregiver always retains oversight and control.
Feature Overview
- ✓ Custom SSO login (Cognito IdP)
- ✓ Live dashboard with clinic status
- ✓ Calendar sync & smart scheduling
- ✓ One-click session start with notes & recording
- ✓ Auto-transcription & AI session summaries
- ✓ Patient cards with longitudinal signals
- ✓ Multi-channel patient communications (WhatsApp, Telegram, Email, Voice)
- ✓ Homework assignment & automated follow-up
- ✓ Patient-initiated guided chat with scoped AI
- ✓ Escalating caregiver alerts
- ✓ Clinical report generation & PDF export
- ✓ Consent & audit trail management
Key Personas
The practising CBT therapist who manages a caseload of patients. Uses Sherpii to run their day: reviewing the schedule, conducting sessions with integrated notes and recordings, reviewing patient progress, setting up communication protocols, and generating reports for referrers.
Participates in the care journey outside of sessions. Receives homework, responds to automated check-ins via WhatsApp or Telegram, can initiate scoped AI-assisted conversations, and is the subject of all longitudinal data captured in the platform.
A parent or guardian of a patient — often a child or young adult — who is part of the care circle. Receives session summaries and homework updates via WhatsApp, attends selected sessions, and can be flagged in escalation alerts. Their level of access and involvement is controlled by the therapist per patient.