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Departments

Departments organize your team and SOPs by functional area within your practice.

Common departments​

Typical dental practice departments include:

  • Clinical -- Dentists, hygienists, dental assistants
  • Administrative -- Office managers, billing staff
  • Front Office -- Receptionists, scheduling coordinators
  • Marketing -- Patient outreach and communications
  • Operations -- Facility management, compliance

Creating departments​

From Settings > Departments:

  1. Click Add Department.
  2. Enter the department name.
  3. Assign team members to the department.

How departments are used​

Departments serve several purposes in SOPHIE:

  • SOP assignment -- SOPs can be assigned to specific departments, making them visible only to team members in that department.
  • Approval routing -- Department leads are automatically considered as reviewers for SOPs submitted within their department.
  • Gap analysis -- Missing SOPs are categorized by department to help you prioritize coverage.
  • Analytics -- Team performance metrics can be filtered by department.
  • Dashboard cards -- Department-specific metrics appear on dashboard cards like "Department Gaps."

Department leads​

When configuring your role hierarchy, designate department leads by setting manager relationships. Department leads automatically gain approval authority for SOPs within their department.