CBISA OnlineTM

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CBISA OnlineTM The Role of the Facility Reporter
Use enter on your keyboard, or click your left
mouse button to move through the screens after
you are prompted with the word Next in the
bottom right hand corner
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What is Community Benefit and why should we
Track Report?
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What is Community Benefit?
Community benefit programs or activities provide
treatment and/or promote health and healing as a
response to identified community needs.

• For a program to count
• It must address a documented community need, and
• It must have at least one of these community
  benefit objectives
• Improve access to health care services
• Enhance health of the community
• Advance medical or health care knowledge
• Relieve/reduce the burden of government/other
  community efforts

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Source A Guide for Planning Reporting
Community Benefit 2008 Edition
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What is NOT Community Benefit

• A program does not count as community benefit,
  if
• The program is primarily for marketing
  purposes
• A n objective prudent layperson would question
  whether the program truly benefits the community
• The program or donation is unrelated to health or
  the hospitals mission
• The program represents a community benefit
  provided by another entity or individual
• The program benefits the organization more than
  the community
• Access to the program is restricted to
  individuals affiliated with the hospital
• The activity represents a normal cost of doing
  business or is associated with the current
  standard of care

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Source A Guide for Planning Reporting
Community Benefit 2008 Edition
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Why should we track report?

• Public Awareness Effectively communicating your
  Community Benefit story to the community you
  serve
• Tax Exemption Reasons Demonstrating that your
  not-for-profit facility is investing health
  resource dollars back into the community
• Sponsoring Reasons Actively living out the
  mission statement of your groups and
  congregations
• Management Reasons Easily showing upper level
  managers or boards how your facility is meeting
  identified community needs and providing
  effective stewardship over the organizations
  resources
• Mandatory State Reporting Reasons Currently 37
  out of 50 states require some type of Community
  Benefit reporting

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Accessing CBISA OnlineTM and your user information
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Why should we track report?
Secure URL for your organization
Enter your assigned User name and password
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Editing Your User Account Information
From the main screen, choose Options, then Org
Defaults to access your User information.
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Editing Your User Account Information
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Step 1 Highlight your user name Step 2 Click
once on Edit to open up the user information
pop-up box Step 3 Complete any missing contact
information. Then enter a unique password.
Re-enter the password to confirm it. Step 4
Click Save to save your changes
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A Note about User Names and Passwords

• Each User Name must be unique.
• User Names may contain up to 50 characters and
  Passwords must be a minimum of 6 and a maximum of
  16 characters.
• User Names and Passwords may contain alpha and
  numeric characters, but no spaces.
• The only symbol a User Name or Password may
  contain is the underscore.
• Passwords are case sensitive. If upper or lower
  case alpha characters are used in creating the
  password, it must be typed in exactly the same
  upon login.

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Data Entry What can Facility Reporters
enter? and How are data records entered?
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What data can the Facility Reporter enter?
Occurrences
An occurrence is a report of quantifiable
statistics (e.g. costs, grants, nominal fees,
persons served) for a specific program/activity.
The statistics often cover a period (Januarys
Screenings) or an event (January screenings at
the mall) For example

• Activity Health Fair
• Occurrence Spring Health Fair (provides
  education/health screenings so people are served
  and expenses are incurred)
• Activity Support Groups
• Occurrence March Grief Support meeting (a group
  meets so people are served and expenses are
  incurred)
• Activity Health/behavioral/hearing screenings
• Occurrence Blood pressure screenings at the
  local senior center (people are served, expenses
  incurred)

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What data can the Facility Reporter enter? (cont.)
Leadership Journal Entries
The Leadership Journal is an electronic filing
cabinet for storing and retrieving your
narratives and stories surrounding community
benefit reporting. For example

• Record important contributions to the community
  by key facility personnel
• Collect narrative stories on how employees have
  made a difference in the lives of the people they
  serve through community benefit activities
• Tell the story on how your quantifiable programs
  are impacting the overall health of the
  community, improving the quality of life and
  saving lives
• Keep track of volunteer hours and opportunities

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What data can the Facility Reporter enter? (cont.)
Outcomes
Many facilities not only want to track the money
spent on community programs, but also the impact
the programs are having in the community.
Because funding may be limited, it is often
necessary to evaluate the effectiveness of any
given program. The Activity Outcomes module
gives you the ability to list your goals,
specific indicators, measurable results, and
anecdotal results of specific quantifiable
programs and the Community Outcomes modular helps
you to evaluate broad-based programs that may be
outside the scope of the Community Benefit Report.
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(2) How are Data Records added?
Occurrences
To add an Occurrence to an existing Activity,
highlight the activity then click the Occurrence
Link
Note the Facility Reporter can not edit any
active data record. An active record is one that
the Facility Coordinator has added or imported
into the program.
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(2) How are Data Records added? (continued)
Occurrencesentering the statistics

• Click on Add to open a new Occurrence Record
• Enter your statistical data (persons served,
  expenses offsetting revenue)
• Save your data record

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(2) How are Data Records added? (continued)
OccurrencesExpense Detail
Department Average hours correspond to Department
chosen from dropdown list
Additional Average (Standard) hours may or may
not be defined by your Coordinator
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(2) How are Data Records added? (continued)
OccurrencesRevenue Detail
Category A, E, F, G
The Revenue Detail will be different depending on
the category attached to the Activity record.
Category B
Category C
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How are Data Records added? (continued)
OccurrencesNotes and User Defined Codes
Type in pertinent information in the free form
Notes text box
If User Defined Codes exist, check all that apply
Note User name is captured on each created
record.
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How are Data Records added? (continued)
Activity Outcomes
To add an Outcome to an existing Activity,
highlight the activity then click the Outcome Link
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How are Data Records added? (continued)
Activity Outcomes
Return to Activity Link
Baseline auto-populates from Activities/Indicators
page
Choose Add to activate a new data entry record
Free form text boxes, enter in as much data as
necessary
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How are Data Records added? (continued)
Leadership Journal

• Choose the Leadership Journal from the Main
  Modules task bar
• Click on Add to open a new Leadership Journal
  general entry page

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How are Data Records added? (continued)
Leadership Journal

• Click on Topics to open the Topics page
• Check all boxes that apply
• Click on Narrative to open the Narrative page
• Type in your narrative or story

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How are Data Records added? (continued)
Community Outcomes
Choose Community Outcomes from the main module
tabs Choose Add to open a new data entry
screen Complete each applicable data entry box
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Review Facility Reporter-Can vs. Can Not
Facility Reporter Can

• Enter Pending Occurrence, Outcome, Leadership
  Journal, and Community Outcome data records
• Edit/Delete pending records that they have
  created
• Have read only access to active Occurrence,
  Outcome, Leadership Journal, and Community
  Outcome data records that they have created
• Edit their own user information, including their
  password

Facility Reporter Can Not

• Edit/Delete active data records (those records
  already imported by the Facility Coordinator)
• Access facility defaults, Financial Services, or
  Reports Listings
• Change their user permission level or what
  facility they belong to

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Changing Records from Pending to Active A Job
for the Facility Coordinator
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How does the Facility Coordinator import pending
records?
Step 1 Use Show Filters to view pending
records
Step 2 Choose filter option 4 to view all
pending Activities with pending Occurrences
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How does the Facility Coordinator import pending
records?(continued)
If an Activity or Occurrence is in the pending
status, an Import button will show on the Control
Panel
Click on Import to change the status of data
entry records from pending to active.
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How does the Facility Coordinator import pending
records?(continued)
Note If you highlight an activity and no
import button, appears, it means that a pending
occurrence has been added to an active Activity
(an Activity that already exists)
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How does the Facility Coordinator import pending
records?(continued)
You can even import Activities and their
corresponding Occurrences at the same time!
Yes, it is that easy!
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Lyon Softwarestriving to make social
accountability reporting a streamlined process