Sagewood Practice Support
Ongoing operations support for mental health private practices
Solo clinicians and growing group practices (roughly 1-8 clinicians) that want an ongoing, retainer-based operations partner for inquiry response, intake, and practice systems - with visibility into how retainer hours are used.
At a glance.
- Support model
- Retainer-based operations support with client portal
- Commitment
- Monthly retainer - terms not published
- Starting price
- Custom pricing
- Price basis
- No public pricing found; two tiers (Sage, Cedar)
- Talent geography
- Not published; serves US practices
What stands out, and what still needs checking.
Clinician-led: founder and CEO Ebonie Lovell-Dancy is a working therapist who has served as an in-house operations manager for multiple private practices (agency about page). · Deliberately scoped: services are designed for practices between 1 and 8 clinicians, with two published tiers (Sage for single-channel inquiry response, Cedar adding multi-channel coverage, extended follow-up, and conversion reporting). · Transparency tooling: every client gets the Sagewood Support Hub, a proprietary portal showing retainer usage, active work, recommendations, and completed support · the Hub is explicitly not an EHR or patient database. · Full inquiry pipeline: inquiry monitoring and response, screening for insurance/eligibility/fit, consultation calls, callbacks after missed calls, follow-up sequences, intake, routing, and EHR data entry. · Named, credential-bearing client testimonials from practice owners (agency-hosted).
No public pricing; retainer amounts and minimum terms require consultation. · No qualifying independent review-platform record found (no Trustpilot, Clutch, G2, or Google Business profile located as of 2026-09-17). · Small founding team (founder plus co-founder/operations director named); bench depth and backup coverage are not published. · Billing support is limited to eligibility/benefits verification and billing-related administration; claim submission and payment posting are not listed among core services. · Young company: founding year is not published, and the site's copyright and imagery suggest a recent launch · confirm operating history.
Retainer pricing and minimum commitment for Sage and Cedar; who performs the work and backup coverage; BAA and technical safeguards; response-time standards per channel; what happens to unused retainer hours; current client references; the company's founding date and client count.
What we found and where it came from.
6 claims
Retainer-based virtual assistant agency for solo and group mental health private practices, covering inquiry monitoring, screening, consultation calls, callbacks, follow-up outreach, intake, routing, EHR support, and reporting.
Two tiers - Sage (single-channel inquiry monitoring, core screening and intake) and Cedar (multi-channel including missed calls, extended follow-up, tracking and reporting on inquiry sources, response times, and conversion).
Services scoped for practices from one clinician up to eight.
Founder and CEO Ebonie Lovell-Dancy is a working clinician and former in-house operations manager for multiple private practices; co-founder Austin Dancy is Operations Director.
Proprietary client portal showing retainer usage, requests, recommendations, and completed work; explicitly not an EHR, patient portal, or patient-record database.
Retainer-based with no public dollar figures; pricing requires consultation.
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