MYDAY: PATIENT JOURNEY EXECUTION
Every step closed.
Every gap caught.
In real time.
At every stage of the patient visit, there's a moment where the standard breaks down and revenue gets stuck. SOPHIE monitors every step, closes every gap, and tells you exactly what kind of gap it was — system problem or accountability problem.
Average practice loses $1M–$1.5M/year from unscheduled treatment alone.(Henry Schein One, 2024)
MyDay: Priorities
Treatment Coordinator • Today
Live Queue
Follow up: Patient #543568 ($2,400 treatment plan)
High
Treatment Follow-Up Script • PMS Signal
Confirm: 3 unscheduled plans from yesterday
High
Unscheduled Treatment SOP • PMS Signal
Recall: 5 patients 12+ months since last visit
Medium
Recall Reactivation Script • PMS Signal
Update: Treatment acceptance tracker (weekly)
Low
Acceptance Rate SOP • PMS Signal
4 tasks · 2 overdue escalations pending
Escalation rules active
THE PATIENT JOURNEY
Where does revenue get stuck?
Select any stage to see the gap that typically occurs — and how SOPHIE closes it before it becomes lost revenue.
Performance holds. Revenue becomes more predictable.
Call logged but no follow-up task assigned. Patient never called back.
This is an accountability gap — the standard existed, the task was assigned, but it wasn’t done. Address the person.
Call signal from Mango Voice → follow-up task auto-routed to Front Desk with new-patient script embedded. Escalates if not completed in 2 hours.
No confirmation sequence existed. Patient no-shows because nobody reminded them.
This is a system gap — no SOP or task existed for this step. Fix the system first.
Oryx appointment signal → 3-touch confirmation sequence auto-triggered: 7 days, 48 hours, morning of. No manual setup required.
Verification not done. Patient arrives, insurance denied. Appointment delayed.
This is a system gap — no SOP or task existed for this step. Fix the system first.
48-hour pre-appointment signal → verification task auto-routed with checklist. Intake forms sent automatically.
Clinical findings documented but no task created for treatment coordinator. Plan never presented.
This is an accountability gap — the standard existed, the task was assigned, but it wasn’t done. Address the person.
Pearl AI X-ray signal + Oryx diagnosis → treatment plan task auto-routed to Treatment Coordinator with presentation script.
Plan presented verbally. No follow-up. Patient goes home and forgets.
This is an accountability gap — the standard existed, the task was assigned, but it wasn’t done. Address the person.
Post-presentation task auto-created: Day 1, Day 3, Day 7 follow-up sequence. Cherry Financial triggered so financing is ready to offer.
Patient leaves without scheduling. End of day — nobody flags it. Revenue walks out.
This is an accountability gap — the standard existed, the task was assigned, but it wasn’t done. Address the person.
End-of-day reconciliation: Oryx flags every unscheduled patient. Task auto-routed to Front Desk before close. Morning follow-up queue generated for anyone who slipped through.
No collection script. Patient leaves without paying. Insurance claim filed late.
This is a system gap — no SOP or task existed for this step. Fix the system first.
Financial close task auto-routed with collection script and insurance submission checklist. Outstanding balances flagged automatically.
24-hour follow-up call never happened. Patient had a bad experience. No review requested.
This is an accountability gap — the standard existed, the task was assigned, but it wasn’t done. Address the person.
24-hour post-op task auto-created. Review request triggered. If no response in 48 hours, second task fires automatically.
HOW IT WORKS
Gap detected. Task routed.
Revenue recovered.
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
PMS detects an event: unscheduled patient, missed follow-up, unsigned treatment plan. SOPHIE reads it the moment it happens.
02
Gap Classified
SOPHIE determines: is this a system gap (no SOP existed) or an accountability gap (task was assigned, not done)? You always know which.
03
Task Routed
The right task goes to the right position — with the SOP embedded, the priority set, and the escalation rule attached. No manual assignment.
04
Revenue Recovered
The work closes. The patient gets scheduled. The follow-up happens. The gap that would have become a report next month is closed today.
Performance holds. Revenue becomes more predictable.
CAPABILITIES
Everything in Patient Journey Execution
Auto-Prioritized Task Queue
Every morning, each position sees their tasks ranked by priority, not by who shouted loudest or what the manager remembered to assign. The queue is built automatically from PMS signals, Fix List items, and recurring workflows.
High-priority items surface first. Overdue tasks escalate automatically. Nothing gets buried.
Standards Embedded in Task
Every task in MyDay carries the SOP, script, or checklist for that specific work. The Treatment Coordinator opening a follow-up task sees the exact script to use. The billing specialist sees the exact claims workflow. No switching tabs. No searching.
Training and execution are the same event. The standard is in the task.
PMS Signal Routing
When your PMS detects an event... unscheduled treatment, missed recall, expiring membership, aging claim... SOPHIE reads the signal and routes the right task to the right role automatically. No manual assignment req'd.
Signal in → task routed → work closes. No manual assignment required.
System Gap or Person Gap?
When a step is missed, SOPHIE tells you which kind of gap it was. No SOP existed? That's a system problem — create the standard. Task was assigned and ignored? That's an accountability problem — address the person.
You always know which lever to pull.
Escalation Rules
Every task can carry an escalation rule: if not completed by X time, notify the manager. If not completed in Y days, escalate to the owner. Nobody has to remember to follow up. The system enforces it.
The most important work never falls through the cracks (SOPHIE catches it before people do).
Works Without PMS Too
MyDay doesn't require PMS integration to deliver value. Manual tasks, Fix List items, recurring workflows, and custom priorities all flow through the same queue (with or without a connected PMS).
Start on Foundation. Add PMS integration when you're ready. Execution layer works from day 1.
Performance holds. Revenue becomes more predictable.
NEXT IN THE PLATFORM
Execution feeds into accountability.
Performance holds. Revenue becomes more predictable.
No more revenue walking out the door.
SOPHIE monitors every step of the patient journey in real time — and closes every gap before it becomes a report you read next month.
