Why your PMS isn’t enough for execution
Practice Management Systems handle scheduling, billing, and charts. SOPHIE handles execution, accountability, and operational intelligence—on top of your PMS.
Your PMS runs dentistry.
SOPHIE runs the business operations.
SOPHIE is not a PMS and that is the point.
Practice Management Software (PMS) was built to manage transactions. SOPHIE was built to manage execution.
They solve different problems.
- PMS answers: “Was it scheduled? Was it billed?”
- SOPHIE answers: “Was it done correctly, consistently, and by the right person?”
SOPHIE does not replace your PMS.
It replaces the chaos happening around it.
COMPARISON
PMS vs. SOPHIE Side-by-Side
| Capability | PMS (e.g. Dentrix, Eaglesoft) | SOPHIE AI |
|---|---|---|
| Scheduling & billing | ✅ Core function | ❌ Not a PMS |
| Clinical charts | ✅ | — |
| SOP execution | Static / manual | ✅ Live, adaptive |
| Role-based accountability | Limited | ✅ Built-in |
| Training tied to real work | ❌ No | ✅ Yes |
| Detects execution breakdowns | ❌ No | ✅ Yes |
| Adapts with staff schedule changes | ❌ No | ✅ Yes |
| Operational intelligence | ❌ None | ✅ Core capability |
Not documentation. Not task management. Execution orchestration.
People Run the Practice, NOT PMS
Where practices actually break down
Most operational problems do not live inside the PMS. They live in:
- Missed handoffs
- Inconsistent SOP execution
- Office managers holding everything in their head
- Training that doesn’t survive staff turnover
- “We talked about it” instead of “it happened”
PMS systems record what happened.
SOPHIE ensures the work happens correctly in the first place.
COORDINATION STARTS HERE
How SOPHIE works With PMS
SOPHIE sits above your PMS, not instead of it, and:
- Keeps your existing PMS exactly as-is
- Connects SOPs, roles, and daily execution
- Guides staff before problems become escalations
- Learns from breakdowns and improves over time
WHO NEEDS SOPHIE?
SOPHIE is built for practices that want predictability
Who SOPHIE Is Built For
SOPHIE is for practices where:
- The same questions get answered repeatedly
- Work depends on who is on shift
- Training doesn’t always stick
- Things mostly work — until someone is out
- The office manager (or owner) is the glue holding everything together
Whether that’s a 3-person practice or a 30-person one doesn’t matter.
When SOPHIE Is Probably Not Needed (yet)
SOPHIE may not be necessary right now if:
- The practice runs almost entirely through informal conversations
- The same few people do the same work every day
- Breakdowns are rare because nothing changes
- Growth, delegation, or standardization are not priorities
If your practice still runs primarily on memory, habits, and personal oversight, SOPHIE becomes valuable the moment that stops being enough.