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Quarterly Plays

Quarterly Plays are strategic initiatives that your practice commits to each quarter. They bridge the gap between your long-term vision and day-to-day operations.

Creating a play​

Navigate to Practice OS > Plays and click New Play:

  1. Title -- A clear, actionable name (e.g., "Launch patient referral program").
  2. Description -- Details about the initiative, goals, and expected outcomes.
  3. Quarter -- Which quarter this play belongs to.
  4. Status -- Track progress through your workflow.

Kanban board​

Plays are displayed on a drag-and-drop kanban board organized by status columns. Move plays between columns as they progress:

  • Planned -- Play is defined but not yet started
  • In Progress -- Work is actively underway
  • Completed -- Play has been successfully executed
  • On Hold -- Play is paused or deferred

Drag cards between columns to update their status.

Suggested plays​

SOPHIE provides a library of suggested quarterly plays tailored to dental practices. These cover common strategic initiatives:

  • Improve patient retention and recall rates
  • Implement new treatment workflows
  • Upgrade team training programs
  • Optimize scheduling efficiency
  • Enhance patient communication

Browse suggested plays and import the ones that align with your current priorities.

Connecting plays to your vision​

Each quarterly play should advance one or more aspects of your practice Vision. When planning your quarter, review your vision statement and ask: "Which plays will move us closer to our 3-5 year goals?"

Quarterly reviews​

At the end of each quarter, review your plays:

  • Which were completed? What impact did they have?
  • Which are carrying over to next quarter?
  • What new plays should be added based on scorecard trends?

This review cycle keeps your practice continuously improving.