PERFORMANCE INSIGHTS

Accountability. Made visible.

Most practices say they're going to hold weekly and daily team meetings. Most don't (or they do sporadically), but nothing changes afterward. SOPHIE gives you the agenda, the Fix List, and the execution loop that turns conversations into closed work.

Practice Execution

Week of Jun 9–13 · All Departments

Live

83
Execution Score
Tasks Completed 81 / 100
Signals Responded To 14 / 18
Fix List Closed 7 / 9

Top Execution Gaps

AR 60–90 day: 9 claims not worked

· Finance

High

Recall follow-up: 3 patients not contacted

· Sales

Medium

Review responses: 3 pending 48+ hrs

· Marketing

Medium

ARE YOU OPERATING LIKE A BUSINESS?

PMS = patients. SOPHIE = operations.

Your PMS tells you what happened (revenue collected, appointments scheduled, claims submitted). SOPHIE tracks what's happening right now, and whether the work that drives those outcomes is actually getting done.


By the time your PMS shows a revenue gap, the execution gap that caused it is weeks old. SOPHIE shows you the execution gap while there's still time to fix it.

PMS Analytics — What happened last month. Reactive.

SOPHIE Performance Insights — What's happening today. Proactive.

POSITION EXECUTION SCORES — THIS WEEK
67
Billing Specialist Finance
21/31 tasks
Top gap: AR 60–90 day (9 not worked)

CAPABILITIES

Everything in Performance Insights

Role-Level Execution Scores

Every role in your practice gets an execution score based on task completion rate, response time to signals, and Fix List closure rate. Not a vibe. A number.

See who's executing and who's struggling... before it shows up in your PMS revenue report.

Gap Detection

SOPHIE surfaces the specific tasks and workflows that keep falling by the wayside, by role, by department, by week. The gaps are visible before they become problems.

Which signal is being ignored? Which task keeps getting pushed? Which position needs support?

Execution Trend Analysis

Track execution performance over time... by role, department, and practice. See what is improving, plateauing, or declining (and what changed when a trend shifted).

Week-over-week and month-over-month views. Drill down to the specific tasks driving the trend.

Goal vs. Actuals Correlation

With PMS integration, SOPHIE can show whether the operational work your team is executing is actually moving the numbers. Did the follow-ups happen? Did the revenue recover? The correlation is visible.

The accountability loop: we will do the work → we did the work → here's what it produced.

Coming Soon

Champion Board

Gamification layer for execution performance... visible to the whole team. Who's leading in task completion? Who recovered the most revenue this week? Recognition drives behavior.

Practices that incentivize execution performance see faster adoption and higher completion rates.

Coming Soon

Revenue Recovery Incentives

If your team recovers unscheduled treatment, aging AR, or lapsed memberships, they should be paid on it. SOPHIE's incentive layer lets you tie compensation to execution outcomes.

Recovered revenue and the person who recovered it is visible. Incentives close the loop.

Performance holds. Revenue becomes more predictable.

THE FULL LOOP

Standards → Execution → Leadership → Insights

Standards & Training

Auto-routed tasks with standards embedded inside each one.

Patient Journey Execution

Auto-routed tasks with standards embedded inside each one.

Leadership Operations

The cadence that turns goals into closed tasks.

Performance Insights

Execution accountability...visible by role and department.

You are here

Performance holds. Revenue becomes more predictable.

See the gaps before the revenue does.

Performance Insights is live from day one... tracking execution scores by position and department, surfacing gaps, and showing you where to focus. No PMS required to start.