Make the whole practice work around every patient.
When your PMS notices a patient event, SOPHIE orchestrates the departments, people, standards, and evidence around it—so the experience moves forward as one connected practice.
Your PMS keeps the patient record and notices the signal. SOPHIE connects that signal to every department, the role, and the work required to support that patient.
Patient step needs attention → right person helps → patient gets follow-through.
Front Desk
- Fill schedule gaps
- Follow up pending patients
- Reactivate overdue recalls
Denise N.
Receptionist
Treatments
- Schedule diagnosed treatment
- Follow up pending cases
- Resolve financing next steps
Mauricio A.
Coordinator
Billing / Insurance
- Work aging claims
- Collect unpaid balances
- Fix missing documentation
Susan P.
Coordinator
Leadership
- See what’s slipping
- Coach blocked team members
- Keep priorities on track
Linda H.
Office Manager
No guessing. No chasing. No waiting for direction.
THE PROBLEM
Every patient carries revenue.
Here's just one breakdown.
Every week.
9 patients leave unscheduled at end of day. That's 9 hygiene visits and up to 18 treatment appointments — $14,175 at risk. Once a week. Every week. That's $336,000 a year.
Performance holds. Revenue becomes more predictable.

What the practice owner sees
A month-end report that shows the numbers. But not the name, the step, or the reason. Revenue that should have been captured, wasn't. Treatment plans presented but never followed up.
What the office manager sees
A team that was busy all day. No obvious failure. No one to blame. Just a vague sense that something slipped — and no way to know if it was a system problem or a person problem.
WITH SOPHIE
Same 4pm.
Every patient scheduled.
Every dollar recovered.

Source: Henry Schein One 2024 Benchmark Study · avg hygiene $275 · avg treatment $650 · 50% unrecovered without follow-up
THE ANSWER
Every gap is one of two things.
SOPHIE tells you which.
This is the question the practice owner and the office manager have been arguing about in every huddle. SOPHIE answers it. With evidence, not opinion.
Performance holds. Revenue becomes more predictable.

SYSTEM GAP
The standard doesn't exist (or it isn't in the system).
The person couldn't do it right because there was no clear standard to follow. This is a leadership and systems problem ...not a people problem.
The fix:
Build or update the SOP. Embed it in the task. The next person who does this work will have the standard in front of them.
ACCOUNTABILITY GAP
The standard existed. The task was assigned. It wasn't done.
The person knew what to do and had the tools to do it. This is a performance and accountability conversation, not a systems problem.
The fix:
Have the conversation. SOPHIE has the full history: every task, every timestamp, every gap to support the decision you need to make.

THE PLATFORM
The operating system behind a consistent patient experience.
SOPHIE runs every department in your practice — clinical, front desk, billing, marketing, and leadership — on the same execution standard.

Patient Journey Execution
Every promised step is tracked, tasked, and visible from first call through follow-up.
Patient: The next promised step does not disappear.
Manager: The right person can act before the day moves on.

Patient: The patient receives the same clear answer.
Manager: The manager does not have to repeat the process.

Lead Your Team Daily
Daily huddles, a Fix List, and clear meeting rhythms turn priorities into owned work.
Patient: A known experience issue gets corrected.
Manager: The day’s work has a practical next move.
Performance holds. Revenue becomes more predictable.
EARLY ACCESS $199/MO
Give every patient the follow-through your practice promises.
See how SOPHIE helps the right people take the right next action—while office managers gain clarity and practice owners gain visibility.
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