The Lite roadmap should come from the people doing the work.

MindBridge Lite is being shaped for solo clinicians and small agencies. Tell us where your current EHR wastes time, where billing falls apart, what documentation should feel like, and what SAGE should help with next.

Take the market survey See what your answers shape
Short, focused product research.
Built for solo clinicians and small agencies.
Your feedback goes directly into Lite planning.

Your answers decide what gets sharper.

We are not collecting generic feedback. We are mapping the exact jobs Lite must do for real practices that do not have enterprise admin teams.

DocumentationPreferred note formats, faster closeout, debt prevention, and SAGE drafts that sound clinically usable.
Insurance and billingClaim readiness, denial recovery, 837/835 flows, eligibility, payment follow-up, and revenue rescue.
Client flowSelf-scheduling, cancellations, portal forms, assessments, reminders, and intake packets that work on phones.
SAGE actionsWhat should be draft-only, what can run locally, and what needs your explicit approval every time.
SAGE — Sovereign Analytical Guidance Engine

Clinical intelligence built into every workflow.

SAGE is not a chatbot. She is embedded in the work — drafting notes, reading charts, chasing claims, and guiding your clients through the portal — so you can stay clinically present instead of administratively buried.

For clinicians
  • Drafts session notes from telehealth audio or your own transcript — in the format your practice uses
  • Reads the full client chart before each session and delivers a one-page pre-session brief
  • Writes insurance claims, flags denial risk before submission, and drafts appeal letters when claims bounce
  • Runs revenue rescue automatically: surfaces aging balances, unpaid claims, and missed billing windows
  • Tracks PHQ-9, GAD-7, and WHODAS trends across sessions and writes the clinical outcome narrative
  • Drives closeout autopilot: note seal, claim generation, billing, and follow-up in a single guided flow
For your clients
  • SAGE Whisper: a voice-guided portal companion available between sessions for check-ins and support
  • Walks clients through assessments — explains PHQ-9 and GAD-7 questions in plain, accessible language
  • Guides intake field by field, explaining what the practice needs and why, without clinical jargon
  • Reminds clients of their session goals and any between-session work before each appointment
  • Screens for elevated distress and routes to the right resource — 988, 911, or their clinician — without delay

SAGE always operates under your clinical authority. Every draft is a starting point — you approve, edit, and sign. Zero-retention AI: your session data is never used to train models.

We want the awkward, specific, everyday truth.

The survey is most useful when you tell us what actually breaks: the clicks you dread, the reports you rebuild by hand, the claims you chase, the clinical nuance your notes lose, and the small-agency workflows that big systems ignore.

For solo clinicians

Lite should protect your time without forcing you to become your own biller, IT department, compliance officer, and migration specialist.

  • What do you need before, during, and after each session?
  • Where does billing or insurance create avoidable anxiety?
  • What should SAGE handle so you can stay clinically present?

For small agencies

Lite should make a lean team feel coordinated: cleaner handoffs, less admin drag, better visibility, and evidence that outcomes are improving.

  • What breaks when one person owns too many workflows?
  • Which reports, audits, and payer tasks consume leadership time?
  • What would make onboarding, supervision, and closeout easier?

Current, clean positioning.

The public story now centers on what matters: Lite is being shaped with the clinicians and small teams who will actually depend on it.

A direct line to the roadmap.

Every answer helps us choose the next Lite parity and differentiator work: insurance rails, measures, mobile polish, migration, SAGE assistance, cancellation recovery, revenue rescue, and outcome proof.

Help build the clinical system you wish already existed.

If you are a solo clinician, group owner, small-agency leader, supervisor, prescriber, or care-team operator, your workflow is the roadmap. Tell us what Lite has to get right.

Take the market survey

A short survey that tells us what to build next.