No. SOPHIE is not a Practice Management System and is not trying to be one.

Your PMS manages clinical workflows, scheduling, billing, and charts. SOPHIE manages how the practice actually operates day to day: roles, standards, handoffs, accountability, and execution.

Think of SOPHIE as the operating layer above the PMS, not a competing system.

No. SOPHIE is not a document library.

Traditional SOP tools store information. SOPHIE connects SOPs to real roles, daily execution, and continuous improvement, so standards actually get followed and improved.

If SOPs live in binders or folders, SOPHIE replaces that. If SOPs live in reality, SOPHIE strengthens it.

Trainual is a general training platform. SOPHIE is an execution system built for healthcare operators.

SOPHIE is designed around:

• operators, not admins
• ongoing execution, not one-time onboarding
• standards that evolve, not static training content

Some practices use both, but SOPHIE becomes the system that actually runs operations.

No. SOPHIE does not touch clinical workflows.

There are no changes to charting, scheduling, or treatment delivery. SOPHIE operates in the background, reducing operational noise, not adding to it.

Most teams experience less disruption, not more.

SOPHIE is designed for:

• practice owners who want predictable operations
• office managers and operators who need clarity and authority
• multi-location groups that need consistency without micromanagement

If your practice relies on heroics to function, SOPHIE is built for you.

Task tools track work. SOPHIE defines how work should happen.

SOPHIE sets the standard first—roles, expectations, workflows—then supports execution. It is not a task list; it is the operating system behind the work.

Your PMS manages patients and revenue.

SOPHIE manages:

• roles and responsibilities
• SOPs tied to execution
• operational standards
• improvement over time

They solve different problems and work best together.

SOPHIE is designed to coexist with your PMS.

Because SOPHIE operates at the operational layer, deep technical integration is not required to deliver value. Integration depth depends on your PMS, but SOPHIE works regardless.

SOPHIE works alongside all major dental PMS platforms.

It is PMS-agnostic by design, so you are not locked into a specific vendor or workflow.

No. SOPHIE’s AI does not make autonomous business or clinical decisions.

AI assists by identifying patterns, surfacing gaps, and reducing administrative overhead. Humans remain fully in control.

What role does AI play in SOPHIE?

AI helps SOPHIE:

• highlight what’s unclear or unused
• surface operational bottlenecks
• suggest improvements over time

It supports operators. It does not replace them.

No. SOPHIE starts with what you already have.

Messy SOPs, partial SOPs, or undocumented processes can all be brought in and improved gradually. There is no “big bang” rebuild. 

Additionally, SOPHIE connects directly to Google Workspace and Loom to automatically pull in your existing SOP documents and videos. Your current assets come in as-is, already linked and usable, so you can get started immediately.

From there, SOPHIE helps you organize, clean up, and improve them over time without pausing operations or rebuilding everything.

Rollout is staged and role-based.

Operators engage first. The broader team adopts SOPHIE through daily use, not training overload or top-down mandates.

SOPHIE onboarding is fast, structured, and light-touch.

Because SOPHIE includes pre-built dental SOPs and role templates, most practices don’t start from scratch. You begin with a proven operating structure and adapt it to your practice—not the other way around.

Yes. But it’s focused and efficient.

New customers receive guided onboarding to:

• import and organize any existing SOPs
• align SOPHIE to your roles and locations
• sequence rollout for operators first, then the team

There is no long implementation cycle or heavy configuration required.

Most practices are operational in days, not weeks.

With SOPHIE’s dental templates:

• solo or single-location practices move fastest
• multi-location groups phase rollout by operator or site

You are not blocked waiting on setup to see value.

That’s fine, and often faster.

SOPHIE’s built-in dental standards and workflows give you a starting point immediately. You can refine and evolve them over time based on how your practice actually runs.

No.

SOPHIE is designed to be adopted through daily use, not training sessions. Operators engage first. The rest of the team follows naturally as SOPHIE becomes part of how work gets done.

Resistance usually signals unclear ownership or hidden dependency on ambiguity.

SOPHIE makes expectations visible. For strong operators, that is empowering. For broken processes, it creates the clarity needed to fix them.

That is the point.

SOPHIE turns invisible issues into visible ones so they can be addressed intentionally instead of reactively. This reduces burnout, turnover, and operational chaos over time.

Yes. SOPHIE is built with healthcare compliance in mind.

It minimizes unnecessary PHI exposure, enforces role-based access, and supports compliant operational workflows.

You do.

Operators and leadership approve changes, define standards, and control when updates roll out. SOPHIE supports governance. It does not override it.

Access is role-based.

Team members see what they need to execute their role. Nothing more, nothing less.

Yes. SOPHIE scales from single-location practices to multi-location groups.

You can share standards, allow local variation, and maintain visibility without micromanagement.

Each operator owns execution locally while contributing to shared standards.

This prevents drift while allowing real-world flexibility.

Yes. SOPHIE tracks how standards are actually used, not just how they’re written.

Consistency becomes structural instead of dependent on memory or enforcement.

SOPHIE learns from execution.

As your practice evolves, SOPHIE surfaces what’s working, what’s breaking, and where improvements matter most—so operations get stronger instead of more fragile.