4 ways to engage your team with Data

Many General Practices around Australia use data daily to gain insights on the operations of the practice and to find opportunities to provide better patient care. While insightful and critical to the ongoing success of the practice, many have trouble bringing their team along on the data journey. This article outlines 4 strategies you can implement to start engaging your team with data.

1. Establish a data driven culture

Data plays an important role in General Practice, from ensuring proactive and quality care is provided to patients. To helping you make those important business decisions and measure how you’re tracking towards meeting your practice goals.

Establishing a culture that encourages your staff to become data-empowered and driven is important. Not only for the practice’s benefit and growth, but also for that individual’s personal growth and goals.

Set time aside to clearly communicate with your team the importance of data and the positive impacts that it can have on your patients, your practice and for themselves collectively.

It’s also important to remember that you may experience some resistance from some members within your team. Don’t let this discourage you from establishing a culture where data is well utilised and relied upon in your practice. Focus on the working with your team members who are interested in learning more about how they can incorporate the use of data in their daily workflow. Naturally those initially resistant may become curious and want to begin dabbling with data themselves.


The use of data and the successful outcomes your team achieves should be celebrated. Each month you could throw a pizza party for your team or reward a specific team member with a gift card if data was used to meet your practice goals and targets. Not only will this help boost morale, but it will also encourage your team to continue incorporating data into their daily workflows.

2. Team Meetings

Regular team meetings play an important role within General Practice. Whether daily, weekly or monthly, regular catchups help you look ahead at what is happening within your practice. Meetings also give your team the opportunity to anticipate the needs of your patients coming into the clinic.

Incorporating data into your regular meetings can be beneficial for the wider team. Not only does it help foster and encourage open discussion. It also helps promote understanding to the wider team on what is happening operationally within the practice, while also identifying areas of improvement.

Open discussions around data helps to empower your team, keep them accountable, improves focus and helps you be transparent with your team.

3. Give access to relevant data

To establish a data-driven culture at your practice it’s essential to bring your team along on the journey. One of the easiest ways to bring your team along on the journey and empower them to effectively utilise data is to give each team member access to the data relevant to their day-to-day work. For example:

  • Giving your nursing team access to reports on their Chronic Disease Management (CDM) patients and care plans to ensure they are providing proactive quality care and are on top of patients who are potentially due or eligible for care plans.
  • Providing your reception team with key metrics such as booking volumes and patient wait times can help ensure that they are providing a better patient experience.
  • Setting your doctors up with a custom dashboard can help your evidence-based practitioners’ real-time insights into their patients and billings

When each team member engages with data contextualised to their role, they are able to quickly understand and implement it in their decision making process

4. Provide Training

Now that you’ve (1) established a data-driven culture, (2) incorporating discussions around your data in team meetings, and (3) provided your team access to data that’s relevant to them. It’s now time to ensure that you’re setting your team up for success by giving insight on how they can use the data and incorporate it into their daily workflow.

Whether you’re accessing data through your PMS or utilising a Practice Intelligence Platform, such as Cubiko, reach out to the support teams to arrange training for your team and for your team so that you can coach from within. 

Getting the most out of your practice data requires leadership and learning from the top down. Create a list of the key metrics you want each role to be looking at, understand those metrics, then work with your team members to make those metrics apart of their daily workflow. Additionally, Cubiko a variety of resources and blog posts that you can utilise to find inspiration on the key metrics you may want to focus on as a team. 

Get your team started on Cubiko by booking them in for one of our upcoming training webinars.

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