Cubiko navigation overview

An introduction to the Cubiko layout and functions

The sections included in this article are:

Key icons and definitions glossary

Home screen:

• Home screen navigation
• Enhanced search function
• Help centre and Cubiko knowledge base

Metrics:

• Sidebar and filters
• How to set a custom date range
• Breadcrumbs and cabinet drop-down menu
• Favourites and sharing data (download and print options)

Glossary

Get to know Cubikos in-app icons and key definitions and what they mean. 

	Clicking on the Cubiko icon at the top left of the page takes you back to the Cubiko home screen.
	Use the "Search" button to quickly search for metrics of pages within Cubiko. See more below "Enhanced search function".
	Use the cabinet drop-down function to navigate between different cabinets within Cubiko. See more on what is defined as a Cabinet below "Cubiko cabinets"
	Cabinet: Under our key tabs you will find what we refer to as a "Cabinet". Each cabinet contains a set of key tiles that we refer to as metrics.
	Metric: As you click into a "Cabinet" you will see the tiles that we refer to as "Metrics".
	If you have access to more than one location use this drop-down to switch between locations.
	The (i) icon is indicative of a tooltip. Hovering over this within your Cubiko data will give you a summary of what the metric you are looking at is.
	Use our Need Help button on the bottom right-hand side of your screen for quick access to our knowledge base, resources and upcoming webinars. Use the chat icon to the right of this to live chat with our team for additional support.
	You will find this star on the top right of all metrics, graphs and tables within Cubiko. By clicking this star you can build your own custom favourites dashboard. A yellow star indicates that this metric has been added to your dashboard.
	You will find this star in your sidebar. This is a shortcut to your favourites dashboard. Please more below "Side-bar and filters"
	In your sidebar, you will also find the print preview function. Press this to obtain a print preview of the page you are viewing.
	In your sidebar, you will also find your settings. Here you can add and manage your viewers and complete the key settings required for your data.
	The term "user/s" and the user list you will see in your Settings area refer to the list of users you have set up with access to your practice management software.
	The term "Viewer/s" and the Viewers list you will see in your Settings area refer to the list of Viewers that have access to view your Cubiko data. From this area in settings, you can add and manage your Viewers.
	Time definitions such as session hours, consulting hours, and utilisation. Please see our "Cubiko time definitions page".
	These tags indicate if a metric is new, or available to Halo or BP users only

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Home Screen

From the home screen, click on one of the following headings to look at that group of cabinets:

• Summary
• Clinic Insights
• Clinic Optimisation
• Financial Insights
• HR Insights
• Integrations (needs permissions to view)
• Preview (not always viewable)

This will take you to a new screen with various metric tiles.  Each tile will give you an overview of the metrics contained within that cabinet.  Click on the cabinet of interest to view the metrics within.

You can also use the Cabinet drop-down menu at the top of the page to change between the different cabinets easily. 

Use the Company drop-down menu, if you have access to more than one practice location to switch between these options. 

The Cubiko logo on the top left-hand side of the page acts as a Home button to take you back to our home page from wherever you are in Cubiko. 

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Enhanced search function

Our enhanced search function will allow you to choose to search either by Cabinet or Metric. Choose your preference and type in your search term.  

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Help centre and knowledge base

Use the Need help? button at the bottom of the screen for further information about upcoming webinars and links to further resources and support. Here you can also access our extensive Knowledge base full of articles and resources to assist with your questions about metrics and features in Cubiko.

Cubiko Knowledge Base Click this link to visit & bookmark the home of the Knowledge Base.

Here you can self enrol in our Cubiko Learning Hub. Here you will find self-guided courses and informative videos to help you get the most out of Cubiko!

Here you can also select the "chat" icon to the left to get in contact with our team for further support. Be sure to visit our Support FAQ's page.

By selecting the "Need help, contact support" you can also view your existing support tickets. 

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Sidebar and filters

	Reset filters button - This allows you to quickly reset any filters you have applied on the page. This is especially important as the filters you have applied will remain as you navigate to other pages.  Ensure you always press the Reset filters button when you view a new metric.
	Select Practitioner – click on each name to select whom you want to look at. Individual Practitioners can be found by typing their name in the search field or hovering over the names in the drop-down list. A scroll bar will appear or search for a specific Practitioner. Once you have found the Practitioner, click on their name. Chosen Practitioner(s) will be highlighted and the metrics will show the data for only the chosen Practitioner(s).
	Select Role – You can filter by role e.g. doctor, nurse, specialist, or allied health. Simply click on Select Role, click on the role(s) that you want to filter by, and the metric data will change to show the chosen role's data.
	Select Items – This filter lets you filter by billing item number. Simply click on the item numbers to review. The metric will then display the data for the item number(s) chosen. Item numbers to choose from can be found by typing in the search field or hovering over the item numbers and using the scroll-down bar.
	Consulting Hour – Use this drop-down filter to choose to filter by booked hour, consulting hour, or session hour.
	Utilisation Type – Click on this filter to choose either booking or consulting utilisation in the metrics on the page.
	Patients with 3 + appts in 2 years - Select this filter to view only your RACGP-defined "active" patients that have attended 3 or more appointments in the last 2 years.
	Include RACF - Select this filter to include Residential and aged care facility patients in your metrics (which are otherwise not included) in the metrics where this filter is available.  RACF patients are patients with previous RACF billings.
	Include patients with only Covid billings -Select this filter to include patients with only Covid billings (which are otherwise not included) in the metrics where this filter is available.
	Include deceased/inactive patients - Select this filter to include patients that are marked as deceased/inactive (which are otherwise not included) in the metrics where this filter is available.
	Age Bracket filter - Use this filter in the metrics where this is available to filter your data into age brackets.
	The filter "Include patients under 18 years old" is ticked by default- Untick this filter if you wish to remove patients under 18 years of age from your list.
	The filter "Select session type colour" will allow you to filter down utilisation metrics via session colour.

 

Favourites and sharing data (download and print options)

All of our metrics have the option to add to your Favourites page.  You can do this by clicking on the star icon on the right-hand side of any metric, which will then add this metric to your Favourites page.

If the star icon is yellow, this means it is already on your Favourites page. 

You can watch a short video on how to set this up here.

A majority of metrics in Cubiko have the ability to download and share by either printing or exporting as an excel spreadsheet. Simply click on the down arrow icon in the top right-hand corner of the metric tile to see your options:

• Print chart
• Download CSV
• Download .JPEG image

Our tables will download directly as a .CSV file to open in Excel, when you click on the down arrow icon. 

We also have a print preview button in the sidebar, which will allow you to print the entire page of metrics you are on (either directly to your printer or choose the PDF option in your print screen).

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