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Departments

Departments are the broad areas of work in your practice, such as the front office, clinical operations or billing. Each role belongs to a department, so departments give SOPHIE a simple way to group people, roles, Standards and FIX List items by area.

There is one set of departments for the whole practice. Every location uses the same ones, so a department means the same thing wherever someone works.

The starting departments​

Every practice starts with five:

  • Admin: administrative functions, including HR, IT and office management
  • Finance: accounting, billing and budgeting
  • Marketing: brand, marketing campaigns and patient communications
  • Operations: day-to-day operational processes and workflow
  • Sales: business development, new patient acquisition and revenue

Rename them to match the words your team uses. For example, rename "Admin" to "Front Office" or "Operations" to "Clinical".

Where departments show up​

  • Roles: every role sits in a department. When you create a role under a parent role, it takes the parent's department. You can change a role's departments when you edit it. See Roles & Permissions.
  • Team › People: the org chart lays out people in a column for each department, under the practice's leadership roles.
  • Team › Schedule: with Show by department on, the schedule groups people under the department of their role. See Team Schedule.
  • Standards and the FIX List: Standards and FIX List items carry a department, which helps you sort and filter them by area.

Rename a department​

  1. Open Settings and choose Roles & departments.
  2. Click the Departments tab.
  3. Click the pencil (Rename department) next to the department.
  4. Type the new name and press Enter (or Escape to cancel).

Only the name changes. Roles, Standards and everything else connected to the department stay connected.

Reorder departments​

On the Departments tab, drag departments into the order you want. The order saves as soon as you drop, and it's the order departments appear in across SOPHIE.

Good to know​

  • Departments can be renamed and reordered, not added or removed, on the Departments tab. If your practice needs a different structure, rename the existing departments to fit.
  • Departments are practice-wide. You can't give one location different departments from another.
  • People are in a department because of their role. Change someone's role and their department changes with it.
  • Roles & departments in Settings is open to the practice owner and anyone with permission to edit the workspace (Super Admins and Admins by default).