The new Patient cohort explorer dashboard makes it easy to identify and track groups of patients across your practice. Use powerful filters to find patients by conditions, results, demographics and risk factors, and quickly spot gaps in care. Whether it’s checking on vaccinations, managing chronic disease, or preparing for accreditation, this dashboard gives you one clear list to work from.
This page is part of a beta preview. We’re testing data quality and designs over the coming weeks, so things may shift. Please use this as a guide only while we keep building.
Important note:
All viewers require access to Clinical permissions to use this dashboard.
Cubiko extracts clinical data to help practice teams improve patient outcomes. Granting this permission allows the viewer to see clinical data in tables, charts, and filters where applicable.
👉 See how to grant Clinical permissions HERE!
The Sections included in this article are:
- What is the Patient cohort explorer dashboard?
- Key filters and features
- Use cases - How can I use this dashboard?
What is the Patient Cohort Explorer Dashboard?
The Patient Cohort Explorer dashboard gives practices a powerful way to search and filter patient data across both demographic and clinical information in one place.
This dashboard brings in richer clinical data, helping you quickly identify patient groups, audit records, and spot gaps in care.
With this dashboard, you can:
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Search and filter patients by conditions, results, medications, demographics and risk factors
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Audit for missing or incomplete records
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Review clinical care and observations across patient groups
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Support quality improvement and accreditation with clear patient lists
Key Filters and Features
You can filter your patient list in two main ways:
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Sidebar Filters
Use the filters in the left-hand sidebar to refine by:
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Patient information (e.g. age, gender, ethnicity, MyMedicare, RACF)
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Vaccinations (e.g. flu, COVID status)
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Clinical information (e.g. conditions, obserservations, medications)
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Column Filters
You can also filter directly in the list view columns:
- For example, in the Active Conditions column, click the filter icon and tick the conditions you’d like to include.
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In columns such as HbA1c record date, use the dropdown options (e.g. contains, equals, before/after) and enter keywords or date ranges to refine your search.
TOP TIP!
By scrolling to the right-hand side of the patient list, you will see an option to "Choose columns" this is where you can customise what columns you do and do not want included in the list for your patients.
Available filter categories
Dates
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Patients with upcoming appointments
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All patients
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Filters
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Next appt with…
Patients
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Age bracket – e.g. <18, 50–60, 75+
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Gender – select gender
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City/suburb – filter by suburb
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Postcode – filter by postcode
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Concession card – concession card status
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Allergy/ADR – select allergy or adverse drug reaction
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Ethnicity – select ethnicity
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Usual Doctor – filter by usual doctor
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Last seen Doctor – filter by last doctor
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Smoking status recorded – select status
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Alcohol status recorded – select status
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Medicare card status – select status
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Include deceased/inactive patient records
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RACGP active patients
Vaccinations
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Flu vaccination this season
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All patients
Clinical
- Filter patients with a clinical condition (Condition …)
- Filter patients with clinical observation (Observation …)
- Filter patients with medication (Medications …)
- Include custom clinical conditions
TOP TIP!
Save time by grouping and re-using your favourite filters in Cubiko.
Apply your desired filters in the sidebar (you can choose multiple at once), then click Save at the top of the dashboard. Give your filter set a clear label, and it will be stored for later.
Next time, simply click Load filters and reapply your saved combination in one go.
Use Cases – How can I use this dashboard?
Here are some examples of how your practice might apply the Patient cohort explorer dashboard:
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Aged Care & Vaccinations
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Find RACF patients not up to date with COVID vaccinations
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Check if they are registered for MyMedicare
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Close the Gap Auditing
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Identify patients registered for Close the Gap but missing ethnicity information
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Confirm if care plans have been completed in the last 12 months. By adding columns to the patient list, you can see if the patient has an active CDM or CCMP and how many reviews they have had in the last 12 months.
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Diabetes Management
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List diabetic patients and check HbA1c results in the last 12 months
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Narrow further to female patients aged 45–65
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Comorbidities & Observations
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Find patients with multiple diagnoses
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Review whether they have had their blood pressure checked in the last 6 months
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Regular Attenders
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Review your regular attenders and their most common conditions
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Track how many have had cholesterol results in the last 3 months
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ATSI Health
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Track ATSI patients receiving regular observations (e.g. blood pressure, full blood count)
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Proactive Patient Reach Out
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A great way to ensure we are capturing as many services as we can when booking a patient an appointment to improve patient care. Possible eligibility identifies various possible services that each patient could be eligible for based on billing history, appointment details, and the patient's other interactions with the practice. This eligibility is subject to change based on the date of the data extracted. Please see details in our knowledge base about possible eligibility here.
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Why use this dashboard?
The Patient cohort explorer dashboard helps your practice:
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Audit patient records and address missing information
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Monitor and close gaps in care for accreditation and quality improvement
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Plan proactive care (e.g. chronic disease management, health assessments)
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Support practitioners with visibility of their patient lists (linked to Usual Doctor or MyMedicare Registered Practitioner)
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Gain clarity on how well patient cohorts are being managed, tracked, and followed up on