SOLUTIONS

The operating system
for every department.

SOPHIE is not a clinical tool or "patient" management system. It is not a scheduling app. It is the execution layer that runs Marketing, Sales, Operations, Finance, Admin, and IT to your expectations — so your practice runs like a business, not like a person holding everything together.

BY VERTICAL

Same system. Same 6 departments. Different language.

The execution gaps are the same across every practice type. SOPHIE speaks your vertical's language, but the operating system underneath are very similar.

See solution MEDICAL SPA You built something beautiful. You ended up running a business. Packages, memberships, injectors, front desk, marketing, billing — SOPHIE runs every department so the experience you built stays consistent at scale. 12–18% avg revenue leakage 30–50% recoverable 14 days to first result See solution DENTAL You trained to be a dentist. You ended up running a business. Unscheduled treatment, aging claims, recall lapses, front desk turnover — SOPHIE closes the execution gaps across all 6 departments of your practice. 20–30% of diagnosed treatment unscheduled $108K–$180K avg annual recovery 5 domains of stability tracked See solution VETERINARY You trained to be a veterinarian. You ended up running a business. Missed lab charges, unrebooked rechecks, dropped post-op calls — SOPHIE closes the clinical-to-front-desk loop across every department of your clinic. 25% revenue leakage from handoff gaps $500+ avg missed lab charge value 2x faster staff onboarding See solution MULTI-LOCATION GROUPS One standard. Every location. Enforced. Your performance depends on every location running the same playbook. SOPHIE deploys your standard, tracks execution by site, and surfaces drift before it shows up in revenue. 5–50+ locations from one dashboard Days to onboard an acquired clinic Real-time execution score by location

THE HIDDEN COST

The cost isn't just revenue.

It's the people carrying it.

Operational drift doesn't just leak revenue. It burns out your highest performers, drives turnover, and leaves the owner holding everything together.

$20K-$40K

Cost to replace one clinical or front desk hire

Recruiting, onboarding, lost productivity during ramp

90 days

Average time before new hires reach full productivity

During which execution quality drops and patients notice

1-2 people

Typically carrying the load of the entire practice

When they leave, "the system" leaves with them

12-18%

Of gross revenue lost to execution gaps annually

Most of it invisible — never attributed to a single failure

Burnout is the exit interview nobody reads

Your high performers aren't leaving for more money. They're leaving because they've been the system for too long. SOPHIE takes the invisible labor off them so they can do what they were hired to do.

Institutional knowledge walks out the door

Every SOP that lives in someone's head, every follow-up cadence that runs on one person's memory ...it's all at risk. SOPHIE makes the knowledge independent of any individual.

The owner becomes the fallback every time

When the system breaks down, the owner fills the gap. Every time. SOPHIE is what makes the practice run the same in every shift you're not there (without you always being the reason it does).

Performance holds. Revenue becomes more predictable.

THE SYSTEM

Four pillars.
One practice operating system.

SOPHIE is not a task list, an SOP tool, or an analytics dashboard. It's the execution layer that connects your standards, your PMS data, your daily operating rhythm, and your validation loop into one closed system.

Standards & Training

The foundation. Not just documents.

SOPHIE starts with a complete, position-mapped library of prebuilt practice standards. Regulatory feeds auto-update your SOPs when federal or state requirements change. Vendor knowledge bases — your PMS, billing tools, AI systems — are ingested and embedded directly into the workflows where they're needed.

  • See what's included


    • Prebuilt role-mapped SOP library

    • Regulatory & compliance SOP auto-updates

    • Vendor knowledge base integration (PMS, billing, AI tools)

    • AI-assisted SOP creation and refinement

    • Google Workspace & Loom document ingestion


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MyDay: Dynamic Team Execution

The right work, in front of the right role, right now.

When your team logs in, they don't see a static task list. They see MyDay, a real-time, role-specific priority view that reorders based on urgency, timing, and activity. The SOP steps, scripts, and guidance appear inside the task at the moment the work is happening. Training in the flow of work.

  • See what's included


    • MyDay: personalized real-time priority view per role

    • SOP steps and scripts embedded inside tasks

    • Just-in-time training — guidance appears when work happens

    • Automated nudges and escalation when work stalls

    • Handoffs tracked so nothing disappears between roles


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Leadership Operations

Every meeting closes. Every action lands.

Daily execution rhythms and huddles don't just generate conversation... SOPHIE captures every action item, routes it to the right position, and tracks it to completion in the PMS. Scorecards, fix lists, and quarterly outcomes stay connected to daily execution. The week builds on the last instead of starting over.

  • See what's included


    • Daily execution rhythms: meetings auto-generate routed tasks

    • Huddle transcription with auto-assigned tasks

    • Execution scorecards tied to daily, weekly, and quarterly outcomes

    • Fix lists tracked to completion between meetings

    • Weekly operating loop: Set → Review → Surface → Assign → Execute


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Performance Insights & Validation

Proof the work was done. Before revenue tells you it wasn't.

SOPHIE pulls signals from your PMS — unscheduled treatments, aging claims, missed follow-ups — and validates that the assigned work was actually completed back in the system. The Practice Stability Score gives you a single number across five operational domains, updated daily.

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    • PMS signal detection → task routing → validation loop

    • Practice Stability Score across 5 domains

    • Execution drift visible before revenue declines

    • Position-level execution tracking

    • Instability Index: early warning before metrics drop


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Performance holds. Revenue becomes more predictable.

Standards & Training

The foundation

MyDay Execution

The daily engine

Leadership Operations

The weekly goal rhythm

Performance Insights

The proof layer

BUILT FOR YOUR ROLE

SOPHIE speaks to the person

actually running the practice.

Whether you own it, manage it, or oversee multiple locations, SOPHIE gives you exactly what you need to stop being the system.

Performance holds. Revenue becomes more predictable.

WITHOUT SOPHIE
    WITH SOPHIE

      Prove one workflow in 14 days.

      Start on Foundation at $199/month per location. No long onboarding. No PMS integration required to get started. See execution change in the first week.