Template Library

The Template Library is a collection of pre-built SOPs designed specifically for dental practices. Instead of writing every procedure from scratch, you can browse proven templates, import the ones you need, and customize them for your office.

What is the Template Library?

SOPHIE includes a growing library of SOP templates that cover the most common workflows in a dental practice -- from patient intake and insurance verification to infection control and emergency procedures. Each template was written with dental offices in mind, so the content is relevant and ready to use with minimal editing.

Templates save you time during initial setup and help fill gaps as your practice grows. Whether you are building your SOP library from zero or adding procedures for a new department, the Template Library gives you a head start.

Browsing templates

Navigate to Library in the sidebar to open the Template Library. You will see a list of all available templates with options to narrow down what you are looking for.

Filtering by department

Use the department filter to see only templates relevant to a specific area of your practice. Common departments include:

• Front Office
• Clinical
• Hygiene
• Billing and Insurance
• Compliance
• HR and Training

Searching by name

Type a keyword into the search bar to find templates by name. For example, searching "sterilization" shows all templates related to instrument sterilization procedures. Searching "new patient" shows templates for intake, welcome calls, and first-visit workflows.

Template details

Click on any template to see its full details before importing. The detail view shows:

• Full SOP content -- The complete step-by-step procedure text
• Department -- Which department the template belongs to
• Frequency -- How often this procedure should be performed (daily, weekly, monthly, etc.)
• Category -- The type of procedure (clinical, administrative, compliance, etc.)

Review the content carefully before importing. This is a preview only -- no changes are made to your workspace until you choose to import.

Importing templates

When you find a template you want to use, click Import to add it to your workspace.

Single import

1. Click Import on the template detail page.
2. Assign the SOP to a department in your workspace.
3. Assign roles responsible for following the procedure.
4. Click Confirm to create the SOP.

Bulk import

You can also import multiple templates at once:

1. Select templates using the checkboxes in the list view.
2. Click Import Selected at the top of the page.
3. Assign departments and roles for each template in the import dialog.
4. Click Import to add them all to your workspace.

Personalization

When you import a template, SOPHIE automatically personalizes it for your practice. Template content includes placeholder variables -- like your practice name, your dental software, and your phone number -- that get filled in with your workspace information.

This means imported SOPs already reference your practice by name and mention the tools your team actually uses. You do not have to find-and-replace generic placeholders after importing.

To make sure personalization works correctly, fill in your practice details in Settings > General before importing templates.

After importing

Imported templates land in your workspace as Draft SOPs. They are not visible to your team until you review and publish them. After importing:

1. Review the content. Read through the SOP and make any changes specific to your practice. Adjust steps, add details, or remove sections that do not apply.
2. Edit roles and departments. Make sure the right people are assigned.
3. Submit for approval. When you are satisfied with the content, submit the SOP through your normal approval workflow.
4. Publish. Once approved, publish the SOP to make it available to your team.

Treat every imported template as a starting point. The template gives you the structure and common steps, but your practice's specific protocols should be reflected in the final version.

Setup Wizard

If you are setting up SOPHIE for the first time, the Setup Wizard offers a streamlined way to import templates in bulk during onboarding. The wizard walks you through selecting templates by department, assigning roles, and importing everything in one pass.

See Setup Wizard for details on the onboarding flow.

Template categories

Category	Examples
Patient Care	New patient intake, treatment planning, post-op instructions
Clinical	Infection control, instrument sterilization, radiology procedures
Administrative	Insurance verification, billing procedures, scheduling protocols
Compliance	HIPAA privacy, OSHA bloodborne pathogens, emergency procedures
HR and Training	New hire onboarding, performance reviews, continuing education
Marketing	Patient referral programs, recall campaigns, social media guidelines