After following the link please select Save a copy to My Dashboards.
Once saved you can edit, categorise, duplicate, and share the provided templates. See the Setting up My Dashboards article here for instructions on how to do this.
Role workflow dashboards - Updated 2026
NOTE:
(Feb 2026)
When opening a Dashboard template to save to your My Dashboards you may see a 404 error.
Please refresh the URL (may require multiple refreshes) to load the Dashboard template.
We are aware of this issue and are actively working to resolve this issue.
My Dashboards - Management workflow
My Dashboards - Reception workflow
My Dashboards - Senior Reception / 2IC workflow
My Dashboards - Nurse workflow
My Dashboards - Practitioner (Doctor) workflow
Other key dashboard templates
NOTE:
(Feb 2026)
When opening a Dashboard template to save to your My Dashboards you may see a 404 error.
Please refresh the URL (may require multiple refreshes) to load the Dashboard template.
We are aware of this issue and are actively working to resolve this issue.
My Dashboards - Chronic Condition Management (CCM) workflow
My Dashboards - Health Assessment workflow
My Dashboards - 2025 PIP Bulk Billing Incentive
My Dashboards - Return on Investment (ROI)
My Dashboards - Financial Sustainability
My Dashboards - DVA CVC program
My Dashboards - Urgent Care Clinic reporting
My Dashboards - Flu Clinics 2026
My Dashboards - Indigenous Health workflow
My Dashboards - Skin Excision workflow
My Dashboards - Urgent Care Clinic reporting
My Dashboards - Risk Management Workflow (Updated 2026)
Cubikon 2024/2025 dashboards
NOTE:
(Feb 2026)
When opening a Dashboard template to save to your My Dashboards you may see a 404 error.
Please refresh the URL (may require multiple refreshes) to load the Dashboard template.
We are aware of this issue and are actively working to resolve this issue.
My Dashboards - Management workflow
My Dashboards - Reception workflow
My Dashboards - Nurse workflow
My Dashboards - Practitioner workflow
My Dashboards - Risk Management Workflow
My Dashboards - Debt recovery: Key workflows for your practice