SOPHIE Documentation

Everything your practice needs

SOPHIE brings together SOPs, AI insights, strategic planning, and team performance tracking in one platform.

Each person's work for today, drawn from your Standards, their roles and their schedule, with a look ahead at the days to come.

Write, approve and publish how your practice does things. Assign each Standard to roles and give it a schedule, and the work shows up on My Day.

Ask questions about your practice and get answers from its own records. SOPHIE can also draft a Standard with you from your files and notes.

Run Power Meets, work the FIX List, track the Scoreboard, and keep your Vision Map, Patient Journey and Quarterly Sprints in one place.

Set who works where and when, book time off with fill-ins, and keep each location's hours and holidays.

See your practice's numbers week by week, with goals, breakdowns by provider, and figures collected from your practice software.