The Role of the Rollup Administrator CBISA Online Association Rollup™ The Role of the Rollup Administrator 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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Getting Started Identify Additional Administrators & Add User Account(s) Create and Assign Regions, Groups, & Entities Next

CBISA Rollup™ Action Step: Add the Additional Rollup™ User(s) Step 1: Identify and Add Additional Users There are two permission levels for CBISA Association Rollup™: Administrator and Senior Manager. Identify the additional people in your Association that will need access to the program. CBISA Rollup™ Action Step: Add the Additional Rollup™ User(s) Choose Defaults Choose Users then Add Next ©Lyon Software 2011

Save the new user record Step 1: Identify and Add Additional Users (cont.) First Name Last Name Create a unique User Name Choose the appropriate User Permission Level (Senior Manager Levels are “Read Only”) Email address Password: 6-15 characters long Re-type password to confirm Save the new user record Next ©Lyon Software 2011

Step 2: Create and Assign Regions, Groups, & Entities Decide how you want to group the various hospitals by Region (geographical location), Entity (type), and Group (user defined peer groups) CBISA Rollup™ Action Step: Add the Region, Entity, and Group and then make each member “belong” to their applicable group(s) Next ©Lyon Software 2011

Step 2: Create and Assign Regions, Groups, & Entities Add a Region Open Regions “Add” a new Region “OK” to save your changes Next ©Lyon Software 2011

Step 2: Create and Assign Regions, Groups, & Entities Add a Group Open Groups “Add” a new Group “OK” to save your changes Next ©Lyon Software 2011

Step 2: Create and Assign Regions, Groups, & Entities Add an Entity Open Entities “Add” a new Entity “OK” to save your changes Next ©Lyon Software 2011

Step 2: Create and Assign Regions, Groups, & Entities Assign the Regions, Groups and Entities to each Facility Open Facility “Edit” each Facility Choose 1 Region Choose 1 Entity Choose Multiple Groups “Save” your changes Next ©Lyon Software 2011

Requesting and Receiving Data Snapshots Next

Requesting and Receiving Data Snapshots Open “Defaults” Then choose the “Facility” tab Next ©Lyon Software 2011

Requesting and Receiving Data Snapshots Then, click on “Edit” Highlight a Facility Next ©Lyon Software 2011

Requesting and Receiving Data Snapshots Open “Snapshots” Click on “Request a Snapshot” Choose the cumulative fiscal quarter and year Request 1 or all! Next ©Lyon Software 2011

CBISA Online™ Accepts Request Requesting and Receiving Data Snapshots After the request is generated by the Rollup Administrator, each Coordinator will see the micro report when they log into the software. CBISA Online™ Accepts Request Next ©Lyon Software 2011

Requesting and Receiving Data Snapshots After the Coordinator “accepts” the snapshot request, the data is immediately available in Association Rollup™! Remember: all quarters represent a “fiscal” time period and are cumulative… Q1 Q2 Q3 Q4 3 months of data 6 months of data 9 months of data 12 months of data Next ©Lyon Software 2011

Frequently Asked Questions

Frequently Asked Questions How do hospitals know when I am ready to receive their data? Reporting Unit Coordinators will receive the nag when they log in, so it is important that you communicate with your membership that you have sent the request for data. The Coordinator has accepted the request for a snapshot, but has now informed me that they need to make changes. What do I tell them? Tell the Coordinator to go ahead and make the changes and wait for a new “nag” to answer the request. Then, delete the current data snapshot for the facility and generate a second (new) request. ©Lyon Software 2011

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