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

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.

EVERY DEPARTMENT

MyDay works for every position.

Not just clinical. Every position in every department gets a prioritized queue ...with the right standard embedded in every task.

Performance holds. Revenue becomes more predictable.

MyDay
Treatment Coordinator / Front Desk · Today
Live Queue
  • Follow up: Patient #543568 — $2,400 treatment plan (Day 3) Treatment Follow-Up Script
    High
  • Confirm: 3 unscheduled diagnoses from yesterday Unscheduled Treatment SOP
    High
  • Recall: 5 patients 12+ months since last visit Recall Reactivation Script
    High
  • Post-consult follow-up: 2 patients who didn't book Post-Consult Follow-Up Sequence
    Medium

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.

Standards & Training

The SOPs embedded in every patient journey task come from here.

Leadership Operations

Fix List items from leadership meetings flow directly into the patient journey queue. 

Performance Insights

Patient journey closure rates drive the execution accountability score.

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.