When Oryx detects an unscheduled treatment, a missed appointment, an aging claim, or a patient due for recall — SOPHIE routes the right task to the right person with the SOP already attached. No manual monitoring. No missed follow-ups.

Used in: Orchestration & Signals

WHAT IT ENABLES

When a treatment plan exceeds a threshold, SOPHIE automatically routes a task to the Treatment Coordinator with the Cherry application link and the financing presentation script attached. No scrambling. No dropped financing conversations.

Used in: Treatment Coordination & Patient Experience

WHAT IT ENABLES

Fathom transcribes your huddles and leadership meetings. SOPHIE turns every decision, action item, and follow-up into an assigned task — routed to the right person, tracked to completion. No more decisions that disappear after the meeting ends.

Used in: Daily Huddles & Leadership Meetings

WHAT IT ENABLES

Your Loom videos — the ones showing exactly how to handle a difficult patient call, how to present a treatment plan, how to close a case — live inside the task where they're needed. Not in a folder. Not in a manual. Right there, at the moment of work.

Used in: Standards & Training

WHAT IT ENABLES

When a patient calls, Mango Voice logs the interaction and SOPHIE routes any follow-up action — rescheduling, treatment follow-up, billing question — to the right person with the right SOP attached. No call goes unactioned.

Used in: Patient Experience & Front Desk

WHAT IT ENABLES

Pearl AI identifies clinical findings from X-rays — cavities, bone loss, failing restorations. SOPHIE routes the follow-up task to the Treatment Coordinator with the patient context, the SOP, and the next-step script already attached. Nothing detected goes unactioned.

Used in: Clinical Signals & Patient Experience

WHAT IT ENABLES