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Spaces

Spaces provide data isolation within a workspace. They are useful for practices with multiple locations, distinct clinical areas, or separate operational units that need their own set of SOPs.

When to use spaces​

  • Multi-location practices -- Each office location has its own space with location-specific SOPs.
  • Distinct operational areas -- Separate spaces for clinical vs. administrative operations.
  • Compliance boundaries -- Different regulatory requirements for different parts of your practice.

Creating spaces​

From Settings > Spaces:

  1. Click Add Space.
  2. Enter the space name and description.
  3. Configure access permissions.

Space scoping​

When you select a space, all data in SOPHIE is scoped to that space:

  • SOPs -- Only SOPs assigned to the current space are shown.
  • Team -- Team view reflects members relevant to the space.
  • Analytics -- Metrics are calculated for the current space.
  • Action items -- AI recommendations are scoped to the space.

Your selected space persists across navigation, so you don't need to re-select it as you move between pages.

Switching spaces​

Use the space selector in the navigation to switch between spaces. SOPs can be assigned to one or more spaces, making them available across multiple locations when needed.

Start simple

If your practice has a single location, you may not need spaces at all. You can always add them later as your practice grows.