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Welcome to SOPHIE

SOPHIE is the AI-powered practice management platform built specifically for dental offices. It gives your team one place to document procedures, track compliance, plan strategically, and keep everyone on the same page -- whether you run a single-location general practice or a multi-site specialty group.

What SOPHIE does​

SOPHIE brings together six core areas that work as a connected system:

  • SOPs (Standard Operating Procedures) -- Create, review, approve, and publish step-by-step procedures for every task in your practice. A rich text editor, version history, and built-in approval workflows make sure nothing goes live without proper review. Once published, team members acknowledge each SOP so you have documented proof that everyone is on the same page.

  • My Day -- Each team member gets a personal view of the SOPs they need to acknowledge, tasks that need attention, and what is on their plate for the day. It is the first thing your team sees when they open SOPHIE.

  • AI Features -- SOPHIE's AI can generate SOP drafts from a short description, analyze your practice for missing procedures, and surface prioritized action items so you know what to fix first. It is like having a consultant on call who knows dental operations inside and out.

  • Team Management -- Organize your staff by department, assign roles with specific permissions, and build a management hierarchy that drives automatic approval routing. When someone submits a SOP for review, SOPHIE knows exactly who should approve it.

  • Practice OS -- A strategic planning module that connects your long-term vision, weekly performance scorecards, quarterly initiatives, and structured team meetings into one operating system. It turns your goals into a concrete plan with weekly accountability.

  • Template Library -- Browse and import professionally written SOP templates designed for dental offices. Customize them to match your practice's software, terminology, and workflows. Templates cover everything from front desk procedures to clinical protocols.

Who SOPHIE is for​

SOPHIE is designed for everyone in your dental practice, with features tailored to each role:

  • Practice owners -- Get visibility into compliance, team performance, and strategic progress without micromanaging. Practice OS and analytics dashboards give you the big picture. You see whether your business metrics are on track and whether your team is executing consistently.

  • Office managers -- Build and maintain your SOP library, track acknowledgements, manage team members, and run structured weekly meetings with real data. SOPHIE handles the administrative overhead of tracking who has read what and routing approvals to the right people.

  • Department leads -- Review and approve SOPs for your area, monitor your team's compliance rates, and identify training gaps before they become problems. Approval notifications come to your Inbox automatically based on your role.

  • Clinical and administrative staff -- Find the right procedure quickly, acknowledge updated SOPs, and stay current on how things should be done at your practice. My Day shows you exactly what needs your attention each day.

How to get started​

New to SOPHIE?​

Start with the Quickstart Guide to set up your workspace, invite your team, and create your first SOP. Most practices are up and running in under 15 minutes.

Already using SOPHIE?​

Explore the Core Features documentation to get the most out of SOPs and workflows, or check out AI Features to see how SOPHIE's AI can save you hours of writing.

Helpful starting points​

  • SOPs -- Learn how to create and manage procedures
  • Template Library -- Import ready-made templates for your departments
  • Team Management -- Set up your team structure and permissions
  • Dashboard -- Customize your home screen to show what matters most
  • Practice OS -- Start strategic planning for your practice

SOPHIE is built to grow with your practice. Start with the basics -- creating a few SOPs and getting your team set up -- and explore the more advanced features like AI gap analysis and Practice OS as you settle in.