My Practice

The My Practice page gives managers a central place to view and manage activity for their practice. From this page, managers can monitor practice performance, track learning engagement, review survey activity, and manage users.

At the top of the page, you can switch between two views:

  • Overview – a summary of practice activity and performance
  • Users – a list of providers and staff members connected to the practice

This page helps managers quickly understand how their practice is performing and take action when needed.

Selecting a Practice or Location

If your organization includes multiple locations, you can filter the page to view a specific site.

Managers can:

  • View results across the entire practice
  • View results for a specific location

This makes it easier to review activity for individual clinics while still having visibility into the full practice.

Overview Tab

The Overview tab provides a high-level summary of activity within the practice.

This includes:

  • Users connected to the practice
  • Surveys completed
  • Learning engagement
  • Online reputation management setup

These sections help managers quickly identify where attention may be needed.

Users Summary

The Users section shows how many people are connected to the practice, including:

  • Managers
  • Providers
  • Staff Members

This overview helps managers confirm that the right team members have been added and are active in the system.

If invitations are still pending, they will appear here so managers can review them.

Surveys Completed

The Surveys Completed section tracks how many patient surveys have been completed during the current reporting period.

The progress gauge shows:

  • How many surveys have been completed
  • The practice’s monthly survey goal

Collecting enough survey responses helps ensure that patient experience insights are meaningful and representative.

Managers can also send surveys directly using the Send Survey button.

If your practice needs help increasing survey participation, the survey guide provides tips and best practices.

Learning

The Learning section shows how engaged your staff is with Protoqual’s learning program.

Current Mission Score

The Mission Score reflects overall participation in learning activities during the current mission.

The score is influenced by:

  • Lesson completion
  • Assignment participation
  • Active learners within the practice

A higher score indicates stronger engagement with the learning program.

For more details, see the Mission Score guide.

Active Learners

This section shows how many team members are actively participating in learning.

Inactive learners can impact the mission score for the practice. Managers can review inactive learners and encourage them to re-engage with their assignments.

The Healthgrades Link section shows whether providers in the practice have their review links connected.

These links allow satisfied patients to share their positive experiences publicly, helping providers build a strong online reputation.

The overview shows how many providers currently have their Healthgrades link connected.

Users Tab

The Users tab allows managers to view and manage all providers and staff members connected to the practice.

Users are organized into two main groups:

  • Providers
  • Staff Members

Each user record may include information such as:

  • Provider type and specialty
  • Current mission score
  • Online reputation link status
  • Account status

Managers can search for users, review account status, and manage invitations from this page.

User Filters

The Users page includes filters that help managers quickly review user status.

Available filters include:

  • All users
  • Active users
  • Pending invitations
  • Learners
  • Inactive learners

These filters make it easier to identify users who may need attention.

Adding Users

Managers can add users using the Add Users button.

Two options are available:

Individual

Add a single user manually.

Multiple

Add multiple users at once for faster onboarding.

This makes it easy to quickly set up staff accounts when launching Protoqual.

Inactive Learners

Learners are considered inactive when they accumulate multiple overdue assignments.

Inactive learners can affect the overall mission score for the practice.

Managers can review inactive learners to see:

  • Last login date
  • Current mission score
  • Number of inactive weeks

If a learner is still part of the team, managers should encourage them to log in and complete their assignments. If someone has left the practice, their account can be removed.