Sherpas Healthcare Solutions Wins More Clients with Remote Online Notarization
Sherpas Healthcare Solutions takes the complexity out of chart audit requests for healthcare providers. Their technicians work directly at facilities across the country, retrieving and delivering medical records for insurers and other requesters, handling millions of records along the way. As demand for notarized affidavits on those records grew, the company ran into a hard limit: they had no way to offer notarization services, and they were losing business to vendors who could.
Remote online notarization with Proof gave them a way to say yes.
The notarization challenge
Medical record requests don't always require notarization, but when they do, there's no workaround. Facilities need a documented, defensible affidavit, which means a notary has to be part of the process. For Sherpas Healthcare Solutions, that requirement had been a wall.
Their technicians travel to client facilities to do their work, and some are flown in from out of the area. Traditional notarization requires everyone to be in the same room, which simply wasn't practical at scale. As team member Taylor Cuellar explained, "Our technicians aren't always locally based. Some of them are flown in for the facility, and we couldn't come back every single time something needed to be notarized."
The result was a recurring conversation no one wants to have: telling a client that a service they need isn't something you can provide. The team had to turn down some requests because they weren’t able to provide the notarization clients needed for documents like affidavits. For a company that wants to be a comprehensive partner to its clients, that was an unacceptable limitation.
Remote online notarization that works the way they do
Proof gave Sherpas Healthcare Solutions a way to support these clients. With Proof's remote online notarization (RON), technicians can complete notarizations electronically from wherever they are, without needing to return to a facility. The video audit trail built into every Proof session gave the team confidence that each transaction was properly documented and legally defensible. And because technicians can process documents in batches rather than one at a time, the workflow scales cleanly even as volume grows.
The platform itself required almost no ramp-up time. Josephine Wooden, Requestor Manager, noted that getting into Proof "has been self-explanatory, easy to maneuver and quite smooth. I haven't run into anything I couldn't figure out." Taylor added that the technicians who work directly in the platform have had the same experience: "The interface is really nice, very user friendly.”
A new service line with room to grow
Since starting with the Proof platform in 2025, Sherpas Healthcare Solutions has maintained a 100% transaction completion rate, with notarization sessions averaging less than 3 minutes from start to finish.
More important than the numbers is what this change represents for the company.
Sherpas Healthcare Solutions can now compete for clients that demand a full-service vendor. "We're able to take on more, do more, and help our providers and requesters a whole lot more than what we were able to before," Josephine shared. In a market where, as Taylor put it, "a lot of facilities want a one-stop shop, and if we can't provide notarization, they're happy to look elsewhere," the ability to say yes is a real competitive edge.
Sherpas Healthcare Solutions' experience reflects what happens when the right tool removes a real bottleneck. Remote online notarization with Proof turned a capability gap into a genuine competitive advantage, giving Sherpas Healthcare Solutions the foundation to grow what they can offer their clients.
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