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Clinical Patient Cohort

The Clinical Patient Cohort dashboard gives practices a powerful way to search and filter patient data across both demographic and clinical information in one place

The new Clinical Patient Cohort 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 Clinical Patient Cohort Dashboard?

The Clinical Patient Cohort 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:

  • Search and filter patients by conditions, results, medications, demographics and risk factors

  • Audit for missing or incomplete records

  • Review clinical care and observations across patient groups

  • Support quality improvement and accreditation with clear patient lists

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Key Filters and Features

You can filter your patient list in two main ways:

  1. Sidebar Filters

    • Use the filters in the left-hand sidebar to refine by:

      • Patient information (e.g. age, gender, ethnicity, MyMedicare, RACF)

      • Vaccinations (e.g. flu, COVID status)

      • Clinical information (e.g. conditions,  oberservations, medications)

  2. 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 which conditions you’d like to include.

      • 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! 

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.

Available filter categories

Dates

  • Patients with upcoming appointments

  • All patients

  • Filters

  • Next appt with…

Patients

  • Age bracket – e.g. <18, 50–60, 75+

  • Gender – select gender

  • City / suburb – filter by suburb

  • Postcode – filter by postcode

  • Concession card – concession card status

  • Allergy/ADR – select allergy or adverse drug reaction

  • Ethnicity – select ethnicity

  • Usual Doctor – filter by usual doctor

  • Last seen Doctor – filter by last doctor

  • Smoking status recorded – select status

  • Alcohol status recorded – select status

  • Include deceased/inactive patient records

  • RACGP active patients

Vaccinations

  • Flu vaccination this season

  • All patients

Clinical

  • Filter patients with clinical condition (Condition …)
  • Filter patients with clinical observation (Observation …)
  • Filter patients with medication (Medications …)
  • Include custom clinical conditions

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Use Cases – How can I use this dashboard?

Here are some examples of how your practice might apply the Clinical Patient Cohort dashboard:

  • Aged Care & Vaccinations

    • Find RACF patients not up to date with COVID vaccinations

    • Check if they are registered for MyMedicare

  • Close the Gap Auditing

    • Identify patients registered for Close the Gap but missing ethnicity information

    • Confirm if care plans have been completed in the last 12 months

  • Diabetes Management

    • List diabetic patients and check HbA1c results in the last 12 months

    • Narrow further to female patients aged 45–65

  • Comorbidities & Observations

    • Find patients with multiple diagnoses

    • Review whether they have had their blood pressure checked in the last 6 months

  • Regular Attenders

    • Review your regular attenders and their most common conditions

    • Track how many have had cholesterol results in the last 3 months

  • ATSI Health

    • Track ATSI patients receiving regular observations (e.g. blood pressure, full blood count)

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Why use this dashboard?

The Clinical Patient Cohort dashboard helps your practice:

  • Audit patient records and address missing information

  • Monitor and close gaps in care for accreditation and quality improvement

  • Plan proactive care (e.g. chronic disease management, health assessments)

  • Support practitioners with visibility of their patient lists (linked to Usual Doctor or MyMedicare Registered Practitioner)

  • Gain clarity on how well patient cohorts are being managed, tracked, and followed up

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