Practice Playbook
Practice Playbook is an AI assistant that answers staff questions about a practice's SOPs, policies and checklists, using the documents the practice already keeps in Google Drive or OneDrive.
Is Practice Playbook right for my practice?
It depends on how your practice runs today. Practice Playbook works best when your SOPs, handbooks and checklists already live in Google Drive or OneDrive, and staff keep asking the owner or manager the same questions. It answers only from your documents, and says so when it has no answer. It is not a patient record, scheduling or billing tool. If you want fewer interruptions and clearer SOPs, it is a good fit.
What is Practice Playbook?
- What it is
- Practice Playbook is an AI assistant that answers staff questions about a practice's SOPs, policies and checklists, using the documents the practice already keeps in Google Drive or OneDrive.
- Who it is for
- It is for owners, managers and staff of small healthcare practices, such as chiropractic, dental, physical therapy, optometry, private medical and wellness offices with 2 to 25 people.
- What it does
- Staff ask a question and get a step-by-step answer with a link to the source file. When nothing is written down, the question goes on a Needs an SOP list, and an admin teaches Playbook the answer so the next person gets it.
As of October 2026.
What can you do with Practice Playbook?
Ask and get a sourced answer
Staff ask in plain words. Playbook answers step by step from your own documents and links to the source file. It does not guess.
See what is not written down
When a question has no documented answer, it goes on the Needs an SOP list, so you know what to write next.
Teach Playbook once
An admin writes the answer. Playbook shows it next to the old version for approval, and the next person who asks gets the better answer.
A Home dashboard for the day
Shared to-dos, office updates, wins and quick links, with the assistant beside them.
Chat history for coaching
Staff see their own questions. Admins see which topics come up most and which questions go unanswered. History is kept six months, then deleted.
Plus: meetings and numbers
Plus adds a weekly Meeting Agenda that fills in from wins, repeated questions and KPIs behind pace, a Performance dashboard built from your weekly CSV, and printable agenda and worksheet pages.
Features as of October 2026.
Frequently asked questions
What is Practice Playbook?
Practice Playbook is an AI assistant for small healthcare practices. Staff ask questions about SOPs and policies and get step-by-step answers from the practice's own documents, with a link to the source.
Who is Practice Playbook for?
Owners, managers and staff of small healthcare practices with 2 to 25 people, such as chiropractic, dental, physical therapy, optometry, private medical and wellness offices.
Where does Practice Playbook get its answers?
From the SOPs, handbooks, checklists and Loom transcripts in your own Google Drive or OneDrive. Each practice connects its own account, and an admin chooses which folders Playbook may read.
What happens when Practice Playbook does not know the answer?
It says it has no documented answer and offers to add the question to the Needs an SOP list. It does not make an answer up.
Can staff change our SOPs?
No. Staff ask questions, add to-dos and flag answers that look wrong. Only admins can use Teach Playbook, and every change is approved and recorded in a change log.
What is the difference between Practice Playbook and Plus?
Practice Playbook is $199 a month and includes Home, the Knowledge Base, Chat History and Teach Playbook. Plus is $299 a month and adds the Meeting Agenda, the Performance dashboard and printable meeting materials. Prices as of October 2026.
Does Practice Playbook keep what staff ask?
Yes, for six months, and then it is deleted. Staff can see their own questions. Admins see which topics come up and which questions went unanswered. Please do not put patient details in a question.
How do I start with Practice Playbook?
Open the app, create an account, and choose a plan. An admin then connects Google Drive or OneDrive and picks the folders Playbook may read.