Practice OS
Practice OS is the set of pages SOPHIE gives you for running the practice, not just its daily tasks. Your Standards say how the work is done. Practice OS keeps track of whether the right work is getting done: where the practice is going, the numbers that show if you are on course, the problems that need fixing, and the meetings where your leadership team decides what happens next.
Practice OS pages belong to a space. A space is usually one location or office, and each one has its own meetings, its own FIX List, its own Scoreboard, its own Vision Map and its own Patient Journey. When you switch spaces in the sidebar, these pages switch with you.
The pages
You'll find these under your space's name in the left sidebar, in this order:
| Page | What it's for |
|---|---|
| Power Meets | Your recurring leadership meetings. SOPHIE helps prepare the agenda, walks the room through it, and turns what was decided into tasks and FIX List items. |
| FIX List | Every problem the practice has found and is working on. Each item moves through Find, Investigate and eXecute, and ends with tasks done and Standards written or corrected so it doesn't happen again. |
| Scoreboard | The numbers that tell you whether the practice is on track, week by week, quarter by quarter and year by year. |
| Team | Who works at this space, their roles, schedules and time off. See People. |
| Vision Map | Where the practice is going, plus your Core Focus and Target Market. |
| Patient Journey | Every step a patient moves through at your practice, the role that owns each step, and the Standards your team follows at each one. |
| Quarterly Sprints | The handful of projects your practice commits to finishing this quarter, each with an owner and a list of tasks. |
How the pages fit together
The pages are built to feed each other:
- Your Vision Map sets the direction — what the practice is building toward, and the goals for this year.
- Your Quarterly Sprints are the projects you take on this quarter to move toward that picture.
- Your Scoreboard shows week by week whether the numbers are moving.
- When something isn't working — a number slips, a patient complains, a step keeps getting missed — it goes on the FIX List, gets an owner, and gets worked until it is solved.
- Your Patient Journey shows where each Standard fits in the patient's experience, so a fix to one step lands in the right place.
- Power Meets bring it all together: the meeting reviews the numbers, checks on sprints, works through the FIX List, and ends with commitments that go out as tasks.
Who sees what
- People see a space's FIX List, Scoreboard and Patient Journey when they are listed as people at that space. Someone can belong to more than one space. See Spaces.
- What someone can change depends on their permission level (Super Admin, Admin, Team Member or Guest) and any custom permissions set for them. Each page's Good to know section says who can do what.
Getting started
If you're setting up Practice OS for the first time, a good order is:
- Fill in your Vision Map — even a rough first draft of your values and one-year goals gives everything else something to aim at.
- Set up your Scoreboard with the handful of numbers your leadership team cares about.
- Build your Patient Journey, or start from SOPHIE's standard journey and adjust it.
- Pick two or three Quarterly Sprints for this quarter.
- Schedule your Power Meets and run your first one. From then on, the meeting keeps the rest current.