Moderate Reviews

Video

At a glance

Field	Details
Who should use this guide	Platform staff who review and moderate submitted reviews.
Required access	CMS access with permission to view and edit review moderation records.
Result after completion	The review has the correct moderation decision and only approved public content is visible.
Public impact	High. Approved reviews can become public and affect trust.
Compliance risk	High. Reviews can include personal data, health details, public author display, and deletion or retention questions.
Last verified	Preview, Admin role, June 12, 2026.
Search terms	reviews, moderation, approve review, reject review, public author, patient data, retention, trust.

Guardrail Reference

Use the Notion page Content-/Claim-Guardrails when you check reviews, public ratings, author display, trust wording, or publication readiness.

• Stop: The Notion guardrails mark public reviews, star ratings, trust scores, medical scores, Top Clinic badges, and hidden rankings as not visible in the MVP unless the responsible owner has explicitly confirmed the current release state.
• Confirm: Approving review display needs a documented moderation decision, safe author display, correct clinic context, and owner approval when public review behavior is unclear.
• Safe: Internal moderation notes are okay when they stay narrow and do not copy patient details, medical documents, or private contact data.

Goal

You review patient reviews in Reviews, decide whether they can become public, and set Status to Approved or Rejected.

Before You Start

• You have Platform Staff access in the CMS.
• You work in the CMS under /admin.
• Reviews, Review & Patient, Review Context, Recent edits, Status, and authorVisibility were verified in Preview Admin.
• The screenshots use a no-results list search and unsaved demo form values. No real review record was opened or saved while making this guide.
• Reviews can contain patient data. Use only demo or confirmed safe data in screenshots, videos, training examples, and PRs.
• If a screen shows real patient data, stop documenting that screen and use safe demo data instead.

Step-by-Step Guide

1. Open /admin/login and sign in with your staff account.

2. In the CMS left menu, open Platform Management.

3. Open Reviews. Use search, Filters, or columns to find reviews with Status Pending.

4. Open the review you need to moderate. Do not open or screenshot real patient data unless it is approved demo data.

5. In Review & Patient, check Patient, Status, authorVisibility, Public Author Name, Star Rating, and Comment. Stop: Do not copy patient details, private contact data, appointment details, or health details into screenshots, comments, PRs, or examples.

6. Read the review text carefully. Reject or escalate the review if it includes patient identifiers, private contact details, threats, spam, internal notes, or unapproved medical claims. Stop: Do not approve medical recommendations, treatment advice, diagnosis-like statements, or unsupported quality claims inside a review.

7. Check authorVisibility. Use Anonymous unless the patient has opted into First name + last initial. Public Author Name is a snapshot shown only when the patient opted in. Confirm: Public author display needs clear opt-in. If consent or display rules are unclear, keep the review from becoming public and ask Privacy/Legal.

8. Open Review Context. Check Clinic, Doctor, and Treatment. The review must match the right clinic, doctor, and treatment before it can be approved.

9. Open Recent edits. Check Last edited at, Editor name, and Edited by when they are present. These fields help you understand who changed the review before you.

Do not continue if

• The review contains personal data, private contact details, or unapproved medical claims.
• Review Context does not match the right clinic, doctor, or treatment.
• You still need another owner to confirm deletion or public display.

10. Make the moderation decision. Set Status to Approved only when the review is safe to publish. Set Status to Rejected when the review must not be public. Confirm: Because public reviews and star ratings are MVP-sensitive in the Notion guardrails, approve only when the responsible owner has confirmed that this review flow is enabled for the current release.

11. Click Save only after the decision is clear. Do not use Delete unless the responsible owner has confirmed that the review should be removed. Stop: Do not save Approved while deletion, retention, public display, or author consent is unclear.

If something went wrong

• If you set the wrong Status, fix it on the same review before you do the public page check.
• Do not delete or overwrite a review just to hide it if the content may already be public.
• If the review includes patient data or the author name is already public, ask the privacy/legal owner before you change anything else. Keep the current public state stable while you escalate.

12. After approval, check public visibility with safe data only. Open the affected public clinic, doctor, or treatment page and confirm that only approved, display-safe review content is visible. If the public page exposes patient data, stop and escalate before taking screenshots or publishing documentation.

Compliance Notes

• Reviews are compliance-sensitive because they can include patient data and health-related statements.
• Do not copy patient names, email addresses, phone numbers, appointment details, private clinic notes, or medical documents into screenshots, PRs, comments, or examples.
• Approved reviews can become public. Use Approved only after checking the review text, rating, authorVisibility, and Review Context.
• Rejected means the review should not be shown publicly.
• Deletion is separate from rejection. Delete only after explicit confirmation from the responsible owner.
• If privacy rules, review retention, public author display, or deletion policy are unclear, ask the privacy/legal owner before changing the review.

Success Check

The task is complete when the review has the correct Status, the Review & Patient fields are safe, Review Context points to the right clinic, doctor, and treatment, Recent edits have been checked, and the public page shows only approved display-safe review content.

Related Guides

• Review and Approve a Clinic Registration
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