Bringing AI in at Headway

Decide what AI drafts from evidence while PMs judge each drop

Published Oct 28, 2026

You’re a forward deployed engineer working with Headway’s product team. The team is in the room.

The setting

is a marketplace and software platform that connects patients, health insurers and independent providers of mental health care across the United States. is the software therapists and psychiatric prescribers use to accept insurance and run their practice.

Activation declines need a shared explanation before recovery work becomes a bet on the wrong stage.

Porting signals protect the path from existing patients, while credentialing signals protect the path to an eligible first appointment.

Who you’d be doing this for

“I finished the steps I was given, but my first patient still isn't on the calendar.”

Andre Hernandez · Independent Therapist · a character in this brief

A newly credentialing clinician trying to bring an existing caseload onto the platform.

What is at stake

New clinicians are missing first appointments after completing early onboarding steps. You must decide whether AI drafts explanations from evidence or only assembles the evidence for PM review.

Why it isn’t already fixed

Every obvious fix costs something else. That’s the part you’d have to decide.

  • porting recovery vs credentialing recovery
  • one clear explanation vs competing candidate causes
  • shared platform reuse vs activation-specific learning
  • cohort detail vs stable metric definitions

Why Headway

Provider activation determines whether clinicians who join to accept insurance reach a healthy volume of appointments.

Written with these in mind

embedded AI systems builderproduct analytics translatorforward deployed engineer

Not your kind of problem? 104 more at Headway, or browse every organization.

Where the organization context comes fromThe postings this brief was written from, and the reporting read before it.

The organization context comes from public information. The situation and characters are written for the brief.

Job postings it was written from

Public descriptions of the work at Headway. They are listed as sources, not as openings. The lines under a posting are its own words, where it meets this brief.

This is the setup. The work is inside.

Running it puts you in the room: the full situation and its constraints, stakeholders who push back in their own words, and the decisions that are yours to make. What you produce becomes a Day One Plan — work you can show someone instead of describing.

Other live briefs connected to this one, and what connects them.

Similar problems at other organizations

Like this one, each of these turns on deciding on evidence that's still thin.

The same setting, from another role

Each is set around Headway’s Headway for Providers, written for a different role. They’re separate briefs, not the same scenario.

Other problems with a similar purpose

In each of these, as in this one, the aim is to turn fragmented, conflicting operational signals into one clear, actionable call.