SOPHIE is not just a SOP library or a task manager. It's the operational infrastructure with the orchestration engine your practice has been missing...and the team to make sure it runs.
PRACTICE OPERATING SYSTEM
We give you the Operating System + the Implementer
to run it.
SOPHIE connects the standards, roles, meetings, priorities, scoreboards, and follow-through that make a practice run consistently ...then helps your team actually use the system every day.
OPERATING SYSTEM LAYER
Standards Library
SOPHIE gives every role a clear source of truth for how work should be done ...not buried in binders, Google Docs, or one person’s memory.
What SOPHIE gives you
Role-based standards
Embedded SOPs
Clear expectations
What the implementer reinforces
How the team uses it
Where adoption is slipping
What needs to be cleaned up
Clear expectations become daily execution.
THE PLATFORM
The work closes. Whether you're there or not.
Every position sees exactly what needs to close today — and nothing else. The SOP is inside the task. The signal came from the PMS. The loop closes back in the system.
Practice Owner
Practice stability and where execution is breaking down.
Office Manager
All open tasks across all roles, without chasing anyone.
Regional Director
Execution scores across every location, in real time.
Clinical / Operations
Exactly what to do today, in priority order, with SOP attached.
3 signals detected
94
Practice Stability Score
Performance holds. Revenue becomes more predictable.
No rebuild required
No full rollout on day one
No PMS replacement required
Start for less than $7/day ➜
THE Thing Most Platforms Skip
The system is only half of it.
Most software gives you a tool and leaves you to figure out the rest. SOPHIE gives you the operating system ...and the person who makes sure it runs.
The Operating System
Your practice runs on SOPHIE. Not on whoever happens to remember.
SOPHIE embeds your operating standard into every task, every position, every day. The SOP lives in the system. The task routes automatically. The execution loop closes, whether or not the right person is in the building.
Task Routing
SOP Library
Role Library
Signal Engine
Meeting Rhythm
Performance Insights
Staffing Resilience
Practice Stability Scoring
The Implementer
The person who makes sure the system actually runs.
Depending on the plan you choose, SOPHIE comes with an implementation partner or a dedicated operator who configures the platform, runs your onboarding, monitors execution, and escalates issues before they become revenue problems.
Done With You:Implementation partner configures SOPHIE with you in 7 days.
Done For You:Dedicated SOPHIE operator runs the platform on your behalf.
Ongoing Support:SOP updates, cadence reviews, and drift escalation — continuously.
HOW YOU WORK WITH US
Three ways to get SOPHIE running in your practice.
Do It Yourself
The platform. In your hands.
You get the full SOPHIE operating system — task routing, SOP library, role library, signal engine, and performance insights — configured for your practice type. You set it up, you run it, and you have access to our onboarding resources and support team when you need them.
BEST FOR
Best for practices with a strong operator or office manager who wants full control and a fast, self-directed setup.
Every SOPHIE workflow follows the same four-step loop ...triggered by a real signal, routed to the right position, executed with the SOP embedded, and validated against your PMS.
01
Signal Detected
SOPHIE reads a live event from your PMS ...a missed call, an unscheduled treatment, an aging claim, an expiring membership.
02
Task Routed
The right task is created and routed to the right position, with the SOP embedded, the context included, and the priority set.
03
Role Executes
Team members see the task in their MyDay queue. The script, the protocol, the next step (all embedded at the moment of action).
04
Loop Validated
SOPHIE validates closure against your PMS data. The loop closes. The score updates. Leadership sees it in real time.
Performance holds. Revenue becomes more predictable.
Every position sees exactly what needs to close.
SOPHIE is not one dashboard for everyone. Each position has a purpose-built view so no one is overwhelmed and nothing falls through the cracks.
Front Desk / Scheduling
MyDay: Scheduling & Follow-Up
Missed call recovery tasks
Unscheduled follow-ups
Recall appointment queue
Same-day schedule holes
New patient intake checklist
Clinical / Hygiene
MyDay: Clinical Execution
Pre-appointment prep tasks
Treatment plan prompts
Post-visit follow-up routing
Unscheduled treatment flags
Clinical SOP reminders
Financial / Billing
MyDay: Revenue and AR
Insurance claim aging
Patient balance collections
Finance presentations prompts
EOB reconciliation items
Pre-auth follow-ups
Practice Owner / Manager
Leadership Dashboards
Practice Stability Scoring
Execution rates by role
Revenue leakage targets
Top instability factors
Meeting rhythm and Fix Lists
Performance holds. Revenue becomes more predictable.
Ready to see it in your practice?
Start with one workflow. See results in 14 days. No PMS integration required to get started.
