Summit Guides
Feedback & Reputation

Review Reputation Dashboard

Read what patient feedback adds up to over a period.

The reputation dashboard reports what patient feedback adds up to over a period: how patients rated the practice, how much came in, what they talked about, and which way each topic leaned.

It covers feedback submitted through the OTP-authenticated patient portal, the independently configured lobby kiosk, and reviews synced from Google.

Who does this: Any clinic team member with access to the organization.

Steps

Open Reputation from the main menu.

Set the period with the date range control in the page header. Export and Send feedback sit at the end of the same row.

Everything on the page follows that range: the figures, the written summary, and both charts. The range can include up to 366 calendar days.

Dates and times follow the organization's configured timezone. Team members in different locations therefore see the same daily totals, chart buckets, review dates, and exports.

Read the three figures across the top.

  • Average rating is out of 5 across the range.
  • New reviews counts what came in, with the change against the period before.
  • Response rate is how many of the requests you sent came back.

How many reviews were invited out to Google and how many stayed internal is not one of the top figures. That split is in the review sources block further down the page.

Read Feedback summary, the tinted block below the figures. It is an AI-written read of the period and it carries the time it was generated.

It is written for the range in the header. To read an earlier one, move the date range to that period — if that period has no summary yet, one is written for you when the page loads it. Selecting Refresh rewrites the summary for the range you are on. Both cost one generation, and generations are metered per organization, so a period you have already read costs nothing to open again.

Read Rating over time. The line is the average rating against the scale on the left, and the bars behind it are how many reviews arrived in each bucket.

Read Review sources. It splits the range between feedback collected in clinic, through the portal or the kiosk, and reviews synced from Google.

Every other figure on the page counts collected feedback only, so this is where the two totals reconcile: a Google review carries no request, no routing decision and no visit, and counting it alongside would count the same patient twice.

Read Review topics. Each row is a topic, and the bar shows how often it came up against the busiest topic. The red part of a bar is the share that read negative.

Below it, Providers lists each clinician's rating in the range, the change against the period before, and the number of reviews it rests on. A provider needs 2 or more reviews to appear.

Read the column on the right.

Needs attention counts the reviews at or below the poor-rating threshold and breaks down the areas those patients picked. Request funnel shows how far the requests you sent got, from sent through to shared. Top reviews carries a handful of the strongest written reviews from the range.

Select Show reviews at the top of the right column to read the reviews themselves. They open in a panel over the dashboard, newest first, each showing the rating, when it arrived, where it came from, the provider it points to, and the topics read from the text.

The panel has two tabs. Collected in clinic holds everything that came through the portal or the kiosk, and Google holds the reviews synced from your Google profile. Each tab carries its own count.

The panel follows the date range in the header. If your role lets you moderate reviews, each row also carries Mark reviewed and, for reviews the patient agreed to be quoted on, Show on clinic site. Without that permission the panel is read-only.

Select Send feedback to request feedback from patients, or Export to take the period's figures away as a PDF or CSV.

Tip: The date range is remembered per organization, so the page opens on the period you last read.

Troubleshooting

The figures look empty. Choose a wider date range, then check whether feedback requests have been sent.

A chart says there is not enough data. The range holds too few responses to draw a trend. Widen it.

No topics are listed. Topics are read shortly after submission, so very recent feedback may not carry them yet.

The written summary is missing or old. Select Refresh to rewrite it for the range you are on. If nothing happens, your organization may have used its generations for now, or your role may not include generating summaries.


Need help? Contact your administrator or reach out to support.