SOPs

Standard Operating Procedures are the core of SOPHIE. SOPs define how work gets done in your practice, ensuring consistency regardless of who is performing the task.

Creating a SOP

Navigate to SOPs in the sidebar and click New SOP.

Title

Every SOP title should start with an action verb that clearly describes the procedure:

• "Process New Patient Insurance Verification"
• "Sterilize Dental Instruments After Use"
• "Handle Emergency Walk-In Patients"

Content editor

SOPHIE provides a rich text editor (powered by TipTap) with:

• Text formatting (bold, italic, headings, lists)
• Image uploads (stored in blob storage)
• Embedded Loom videos for visual procedures
• Tables and code blocks
• Links and callouts

SOP properties

Property	Description
Frequency	How often this SOP applies: Daily, Weekly, Monthly, Quarterly, or Yearly
Flow	Categorizes the SOP: Patient, Admin, or Office
Time of Day	When during a shift the SOP applies: Beginning, During, or End
Domain	The operational area: Clinical, Administrative, etc.
Regulatory Source	Applicable regulation: HIPAA, OSHA, or other
Risk Level	How critical the procedure is
Assigned Roles	Which roles are responsible for following this SOP
Department	Which department owns this SOP
Owner Role	The role responsible for maintaining this SOP

Saving

• Save as Draft -- The SOP is saved but not visible to the team until submitted.
• Submit for Approval -- Sends the SOP into the approval workflow for review.

Viewing SOPs

SOP list

The main SOPs page shows all SOPs in your workspace with:

• Status badges -- Color-coded by workflow state (Draft, Under Review, Approved, Published, etc.)
• Filtering -- Filter by status, flow, frequency, department, or role
• Sorting -- Sort by title, status, date, or custom order
• Search -- Full-text search across SOP titles and content
• View modes -- Switch between list and grid views
• Column customization -- Choose which columns to display
• Drag-and-drop reordering -- Manually order SOPs within the list

SOP detail view

Click any SOP to open the full-screen detail view with a sidebar containing:

• Comments -- Discussion threads for feedback and questions
• Version history -- View all changes with diff highlighting
• Activity log -- Timestamped record of all SOP events
• Acknowledgements -- Track which team members have acknowledged the SOP

Editing SOPs

Open a SOP and click Edit to modify its content or properties. SOPHIE uses optimistic concurrency control (ETag-based) to prevent conflicting edits when multiple people are working.

AI-assisted editing

Use SOPHIE AI's inline editing feature to refine specific sections of your SOP content without rewriting from scratch.

SOP schedule

SOPs can have schedules configured based on their frequency:

• Daily SOPs appear in team members' daily workflow
• Weekly/Monthly SOPs are surfaced at the appropriate interval
• Quarterly/Yearly SOPs trigger acknowledgement reminders on schedule

Next steps

• SOP Workflows -- Learn about the approval and publishing process
• Versions & Comments -- Collaboration features
• Acknowledgements -- Tracking team compliance