THE PLATFORM

The Practice Operating System Built for Healthcare

Four integrated systems. One closed loop. Standards connected to tasks. Tasks validated back in the PMS. The work is done to standard whether you're there or not.

Standards & Training

The foundation

MyDay Execution

The daily engine

Leadership Operations

The weekly goal rhythm

Performance Insights

The proof layer

FOUR SYSTEMS. ONE PLATFORM.

Everything works together.

STANDARDS & TRAINING

Everything Your Practice Needs to Define How Work Should Be Done

(Without The Interruptions)

Not buried in documents. Not dependent on memory. SOPHIE gives your practice clear, role-mapped standards and a connected knowledge system so every position always has the SOP at the moment the work happens.

    SOPHIE platform capability visual

    THE LOOP

    Detect. Direct. Reinforce. Improve.

    The four systems form a closed loop. Standards define the work. Execution routes it. Leadership reinforces it. Insights improve it.

    Performance holds. Revenue becomes more predictable.

    ROLE-BASED EXECUTION ENGINE

    One event. Every role.
    Simultaneously.

    When something happens in your practice, SOPHIE routes the right task to the right role... automatically. It does not matter who fills that role. The system runs for you.

    It doesn't matter who fills the seat. The work gets done to expectations.

    New hire, temp staff, or veteran — every position sees the same standard, the same tasks, the same embedded SOP. From day one.

    Performance holds. Revenue becomes more predictable.

    A new appointment is confirmed in the PMS. SOPHIE immediately routes preparation tasks to every relevant role — simultaneously.

    Front Desk

    Tasks auto-routed when: Appointment Booked

    Auto-assigned
    Standard attached · Completion tracked · Validated in PMS SOP-backed

    Daily Execution Rhythm — Weekly Cadence

    Set Targets

    Know what success looks like this week and this quarter.

    Review Reality

    Compare actual results to your set goals

    Surface Friction

    Identify what's blocking progress. Fix lists captured.

    Assign Ownership

    Push priorities to the right positions automatically.

    Execute

    Work flows into MyDay and gets completed.

    LEADERSHIP OPERATING SYSTEM

    Meetings become work. Goals become execution.

    Most practices discuss the same problems every week. SOPHIE turns your daily execution rhythms and huddles into a structured operating loop: every action item captured, routed to the right position, and tracked to closure in the PMS.


    Daily huddle transcription automatically assigns tasks and routes the relevant SOP to each role. Decisions don't stay in meetings... they show up in execution.

    Daily huddle transcription with auto-assigned tasks

    Daily execution rhythms generate fix lists routed to the right position

    Scorecards tied to daily, weekly, and quarterly goals

    The week builds on the last — not a fresh start every Monday

    JUST-IN-TIME TRAINING

    Training that happens when the work happens.

    Nobody can facilitate a training. Nobody can take an LMS course. And when the moment comes — a treatment presentation, an insurance claim, a patient objection — there's no standard to fall back on.


    SOPHIE embeds the SOP, the script, and the expectation directly inside the task... at the exact moment the work needs to close. Like manufacturing's just-in-time model, applied to practice operations.

    SOP steps appear inside the task, not in a separate document

    Scripts and objection handling embedded in the workflow

    New hires and temp staff step into clear expectations immediately

    Standards auto-update when regulations or vendor tools change

    My Day

    Treatment Coordinator • Today

    Follow up: Patient #543568 ($2,400 plan)

    High

    Treatment Follow-Up Script attached

    Confirm: 3 unscheduled plans from yesterday

    High

    Unscheduled Treatment SOP attached

    Recall: 5 patients 12+ months since last visit

    Medium

    Recall Reactivation Script attached

    Standards auto-updated · Regulatory feed synced today

    PMS INTEGRATION

    Your PMS is the signal. SOPHIE is the action.

    In the foundational tier, SOPHIE works as a standalone operating system (no integration required). In the Pro tier, SOPHIE connects directly to your practice management system, pulling live signals to trigger position-routed tasks automatically and validate execution closure against real data.

    Appointment confirmed → Front desk prep tasks auto-assigned

    Treatment unscheduled → Follow-up routed to coordinator

    Membership expiring → Outreach task triggered 30 days out

    Post-visit → Follow-up call assigned within 24 hours

    BUILT TO CONNECT WITH

    Zenoti Med Spa Boulevard Med Spa PatientNow Med Spa Vagaro Med Spa Aesthetic Record Med Spa Oryx Dental Curve Dental Dental CareStack Dental Dentrix Ascend Dental ezyVet Veterinary

    TIME TO VALUE

    From sign-up to operating.
    In 7 days or less.

    No months-long implementation. No consultant dependency. No IT project. SOPHIE is designed to be live in your practice within a week and producing measurable results within 30 days.

    DAY 1

    Account Setup

    Create your account, select your practice type (dental, med spa, veterinary), and choose your position map. Takes under 20 minutes.

    Practice type selection

    Position map configuration

    Team member invites sent

    DAYS 2–3

    SOP Library Activated

    Your pre-built SOP library is activated for your vertical. Customize scripts, protocols, and standards to match your practice's specific workflows.

    Pre-built SOPs loaded for your vertical

    Customize scripts and conversation guides

    Compliance standards configured

    DAYS 4–5

    Task Routing Live

    Connect your PMS (Pro tier) or activate standalone task routing (Foundation). Your first workflows go live — missed call recovery, unscheduled treatment follow-up, and recall reappointment.

    PMS connection or standalone activation

    First 3 workflows live and routing

    Team walkthrough of MyDay view

    DAY 7

    Operating

    Your team is executing inside SOPHIE. Tasks are routing, closing, and validating. Your Practice Stability Score is live. You can see what's closing and what's drifting — in real time.

    Full team executing in MyDay

    Practice Stability Score live

    First week execution report ready

    30-Day MILESTONE

    By day 30, you have a running system.

    Not a setup project. Not a pilot. A live operating system with execution data and a clear picture of where your instability lives (and how to fix it).

    30 days

    of execution data

    Role-level task closure rates across every workflow

    1 score

    Practice Stability

    Live operational health score across 5 domains

    3+ workflows

    fully automated

    Call recovery, unscheduled plans, recall reappointment

    Performance holds. Revenue becomes more predictable.

    GO DEEPER

    Explore each system in detail.

    Each of the four systems has its own full capability page with real examples, role-level breakdowns, and the exact workflows SOPHIE runs.

    Standards & Training

    Role-mapped SOPs and training embedded in every task. No LMS.

    My Day Dynamic Execution

    Auto-prioritized queue. PMS signal routing. Escalation rules.

    Leadership Operations

    Vision map. Power Meets. Fix List. Goal vs. actuals.

    Performance Insights

    Execution scores by role. Gap detection. Accountability loop.

    Performance holds. Revenue becomes more predictable.

    Less than $10/day to stop execution from leaking revenue

    One recovered task per week covers it.

    Everything after that is yours.

    Start on Foundation at $199/month (no PMS integration required). Position-mapped SOPs, MyDay task routing, and execution tracking from day one. Add the live signal loop when you're ready.