You can add your team members to view your Cubiko data and decide what level of access they should have to cabinets and metrics
In order to give Cubiko access to your new team members, you need to log into Cubiko Settings.
You can access Cubiko Settings through the main page. Once logged in, select the Settings menu option in the sidebar.
CAUTION: Your clinic is responsible for the use of Cubiko by each Viewer it grants access to, including any unauthorised use of patient or clinic data. All permissions should be carefully set for each new Viewer.
The sections in this article relating to Viewer Settings are:
- What permissions do you recommend?
- How to create a new Viewer
- How to edit an existing Viewer
- How to reset a password for a Viewer
- How to disable a Viewer
- Overview of Cubiko cabinets
What permissions do you recommend?
In the table below we have provided our recommended permission settings for different roles in your practice.
Top Tip! The Bundles allow you to easily select full standard access for your team members. These will include access to all standard cabinets and Settings, except for Integrations (e.g. Xero, Tanda, BetterConsult, Surgical Partners), QuickCheck, and My Cubiko.
| Permission level | Role | Default cabinets included |
| Full access |
Practice Manager |
Bundles: |
| Selected access | Nurse | Appointment optimisation MyMedicare QI Activities QuickCheck* Vaccination support Today's clinic metrics Item optimisation |
| Selected access | Reception / Admin | Appointment optimisation Today's clinic metrics |
| Selected access | Senior Receptionist | Appointment optimisation QuickCheck Settings QI Activities Future clinic metrics QuickCheck* Today's clinic metrics Item optimisation Billing optimisation |
| Selected access | Practitioner / Doctor | My Cubiko (own data) |
| Selected access | Nurse Practitioner | Appointment optimisation QI Activities QuickCheck* Vaccination support Today's clinic metrics Item optimisation |
| Selected access | Practice Consultant | Bundle: Standard Cubiko metrics |
| Selected access | Accountant | Practice operations summary Practice billings summary Past clinic metrics Practice forecasting Tanda* Xero* |
| Selected access | Advisor |
Bundle: Pathology report |
| Selected access | IT Support | Reconciliation page |
| Selected access | Other | Blank - create your own |
*Requires the practice to set up access to these cabinets first before being able to view them. See our knowledge base articles on Integrations and QuickCheck.
NOTE: Not all cabinets and metrics are available for our MD users of Cubiko at this stage.
How to create a new Viewer
Once you have navigated to Settings, head to the Viewers tab and click on Create new Viewer.
You will need to provide the Viewer's name and email address and choose a Role for that Viewer. Choose a Role as close as possible to their actual role/position title. This will then show our recommended permission access, from which you can add or remove as needed.
TOP TIP! View our table above that outlines what default cabinets apply to each Role.
In addition to individual cabinets, you can choose from the bundle list:
- Standard Cubiko Metrics: All Standard Cubiko metrics, not including Xero, Tanda, BetterConsult, Surgical Partners, QuickCheck, and My Cubiko.
- Standard Settings Permissions: Cubiko Settings Permissions for both Cubiko Settings and Viewer Permissions.
NOTE: The top 6 tiles will be visible on the home page only if permission is given to the Past clinic metrics cabinet, or the bundle Standard Cubiko Metrics.
Other permissions to be aware of:
- Settings
Cubiko Settings: Allow the Viewer to access the Users tab, Appointments tab, and Advanced tab in Settings.Viewer Settings: Allow the Viewer to access Viewer settings and create and edit Viewers.Touchstone Settings: Allow the Viewer to view the Touchstone settings to opt-in to Touchstone or change opt-in options.Tanda Settings: Allow the Viewer to access Tanda settings.Xero Settings: Allow the Viewer to access Xero settings.QuickCheck Settings: Allow the Viewer to access QuickCheck settings.MyMedicare Settings: Allow the Viewer to access MyMedicare Settings to upload .CSV files.
- Notifications
Pending Settings updates: Allows the Viewer to receive email reminders from Cubiko when new users and appointment types are added to Cubiko Settings from your Practice Management Software and need to be reviewed.
Once you create a new Cubiko Viewer, they will receive an email with instructions on how to set up their login for Cubiko. The link in the email will expire after 5 days, after which time, they can use the ‘Forgot password?’ option from our login page to resend a new email link.
They can log in to Cubiko through our Cubiko login page.
How to edit an existing Viewer
As a full Cubiko Settings user, you can edit your existing Cubiko Viewer's permissions by clicking on their name in the list and then choosing to remove a cabinet or permission by pressing 'x' or choosing additional permissions from the drop-down menu.
How to reset a password for a Viewer
You can reset another Viewer's password if they have access to your Cubiko practice dashboard.
From Viewer Settings, you can click on the name in the list that you want to reset the password for.
This will open another page, scroll down to the Reset Password button.
Click on Reset Password. Once clicked, confirm this is the Viewer you wish to reset the password of. The Viewer will then receive an email to ask them to reset their password.
Read more about how to reset your password in our Knowledge Base article.
How to reset Two-factor Authentication for a Viewer
If a Viewer has lost or replaced their mobile (or other two-factor) device, you can use this function to reset their two-factor authentication (2FA) details, and they will be prompted to re-register their two-factor method the next time they log into Cubiko, just the same as if they were a new viewer.
From Viewer Settings, click on the name of the Viewer in the list you want to reset the Two-step Authentication for.
This will open another page, scroll down to Reset Mobile Two-step Authentication.
Click on Reset 2FA. Once clicked, confirm this is the Viewer you wish to reset the Two-factor Authentication for. The Viewer will then receive an email to ask them to reset their Two-step Authentication.
Read more about how to reset your Two-step Authentication in our Knowledge Base article.
How to Disable a Viewer
You can also disable and remove Cubiko access for those users who no longer should have access to your practice data by clicking on Disable Viewer.
This will remove the access for the individual practice location only.
If that Viewer has access to more than one practice in Cubiko, you will need to disable them from each dashboard individually in Viewer Settings.
Overview of Cubiko cabinets
A brief description of our Cubiko cabinets is below.
Summary
- Summary of billings at the practice
This cabinet provides eight key historical billing metrics for your practice.
- Practice operations summary
This cabinet lists historical practice operational insights and metrics, including financial data.
- Healthy practice indicators
This cabinet provides a great starting point to view a range of key metrics on the health of your practice, including financial data.
- Practice Heartbeat
This cabinet has the top 9 metrics that matter for a healthy practice. You can view these for Last week, Last month, or Last quarter and how this data has changed over time on trend graphs. It includes financial data. -
Practice Summary
This cabinet provides a one-page snapshot of how the practice is performing. It includes financial data. -
My Cubiko
My Cubiko is an individual summary cabinet for the data-empowered practitioner and doctor, providing insights and analysis into their own billings, patients, and appointments.My Cubiko cabinet allows you to restrict access for your Practitioners and Doctors so they are only able to see their own data information. For more information on setting up My Cubiko, click here.
Clinic insights
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Today's clinic metrics
This cabinet provides insight into what is happening in your practice for the current day, including possible service opportunities today, recall and reminders and outstanding debt.
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Future clinic metrics
This cabinet focuses on future insights to help you plan ahead and see how fully booked and utilised your appointment book is in the future.
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Past clinic metrics
This cabinet is our largest historical reporting cabinet of metrics. It shows the retrospective view of your practice billings, utilisation, and operational insights. It includes financial data.
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Patient Cohort analysis
This cabinet shows insights into your patient database breakdown, including active and inactive patients, age, and how your active patient database has changed over time.
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MBS Benchmarking
This cabinet helps you understand where your practice sits against national and state Medicare benchmarks. These metrics are based on data released by the MBS each month containing information regarding how many services of each MBS item have been performed.
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Touchstone
The GP benchmarking companion tool to see how your practice performs against the Cubiko practice cohort.
Your practice must opt-in to the Touchstone data set to see this cabinet and metrics. Please see our knowledge base guide on how to opt-in to Touchstone.
Clinic Optimisation
- Billing optimisation
This cabinet allows you to audit and investigate areas of opportunity for historical missing billing opportunities and ensure your practice is processing all appointments and associated billings. - Item optimisation
The cabinet provides a full list of patients who may be eligible for different service item numbers such as Chronic Disease Management, Health Assessments and Mental Health.
- Appointment optimisation
This cabinet allows you to review patients for telehealth eligibility, find appointments that need to be rescheduled and ensure your patients are rebooking for future appointments.
- Vaccination support
The Vaccination support cabinets look at COVID-19 vaccines and Flu vaccines. It show both patients who are eligible and provides tracking on vaccination coverage historically at your practice. - Quality Improvement
The Quality Improvement cabinet provides a tool for your practice team to use to participate in and complete Quality Improvement activities that are specific to your practice. Our Quality Improvement metrics will allow you to review areas in your practice that may need improvement and will assist your practice for both Accreditation and PIP QI.
Financial Insights
- Practice forecasting
This cabinet will allow you to gain insight into your practice's future billings and billings needed to break even and how they can be affected by fluctuations in session hours and the number of FTE practitioners. - Full time equivalent
This cabinet provides you with insight into your Practitioners on an FTE basis. - Xero
This cabinet allows you to see information from your integration with your Xero account. This allows you to analyse key metrics such as expenses per appointment and expenses per patient. - Billings calculator
This cabinet lets you quickly calculate a percentage (%) of a Practitioner's billings and then easily show their key billing and operational metrics on a single page as a generated personalised report.
MyMedicare
- MyMedicare
This cabinet is a space where we can share what we know about the MyMedicare program and provide actionable insights for your practice to support the implementation.
HR Insights
- Tanda
This cabinet allows you to see information from your integration with your Tanda account. This allows you to analyse key metrics such as historical and rostered doctor hours per reception hour and per nurse hours, to ensure you have the right number of staff and keep rostering costs under control.
Integrations
- BetterConsult
This cabinet allows you to see information from your integration with your BetterConsult account. This allows you to analyse key metrics such as questionnaire usage by patients and practitioners and impact on your DNA rate. - Surgical Partners
Coming soon! This cabinet allows you to see information from your integration with your Surgical Partners account.
QuickCheck
- QuickCheck appointments
This cabinet allows you to view a list of patient appointments that are scheduled to take place over the next three days and the patient's potential eligibility for chronic disease management items or mental health treatment plan items which you can then run a Medicare eligibility check directly from Cubiko. - QuickCheck patient search
This cabinet allows you to select any patient in your practice management software (PMS) database to run a Medicare eligibility check against for chronic disease management or mental health treatment plan items.
Reconciliation page
The metrics on this page help you to reconcile your data in your Practice Management Software (such as Best Practice or MD/PracSoft) with the data in Cubiko. You can reconcile Services, Appointments, Payments and Users and Appointment types and Sessions.
This page is accessible from the bottom of any page in Cubiko.
