1. CBISATM The Role of the Reporter
For any CBISATM questions, contact Customer Support: (419) or
Use “enter” on your keyboard, or click your left mouse button to move through the screens

3. What is “Community Benefit” and why should we Track & Report?
The information provided in this presentation does not constitute legal or tax advice. The material is provided for informational/educational purposes only.

4. 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 to improve health
Source: A Guide for Planning & Reporting Community Benefit 2015 Edition

5. What is NOT Community Benefit
A program does not count as community benefit, if:
The program is primarily for marketing purposes
An objective “prudent layperson” would question whether the program truly benefits the community
The program or donation is unrelated to health or the hospital’s 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
Source: A Guide for Planning & Reporting Community Benefit 2015 Edition

6. 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 organization’s resources
Mandatory State Reporting Reasons: Most states require some type of Community Benefit reporting
©Lyon Software, 2017

7. Accessing CBISATM and your user information

8. Why should we track & report?
Secure URL for your organization
Enter your assigned
User name and password
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9. Editing Your User Account Information
From the main screen, hover your mouse over Options, then click Org Defaults to access your User information.
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10. Editing Your User Account Information2 1
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 3 4
©Lyon Software, 2017

11. A Note about User Names and Passwords
Each User Name must be unique. User Names can contain up to 50 characters. DO NOT MAKE CHANGES TO YOUR USER NAME!
Allowable characters for User Names include: letters A through Z (capital or lower case), numbers 0 through 9, and the special characters period (.), dash (-) and underscore (_). User Names are not case-sensitive.
Passwords must be between 6 and 15 characters long. Each password must contain at least one letter (A through Z), at least one number (0 through 9), and may not contain “password” or the User Name. The special character underscore (_) is allowable in passwords, and may be used in place of a letter.
Passwords are case sensitive. If upper and/or lower case alpha characters are used in creating the password, it must be typed in exactly the same upon login.
In order to reset your own password, you must have a valid address entered in your user account in Org Defaults (see slides 9 & 10).
©Lyon Software, 2017

12. What can Reporters enter?
Data Entry
What can Reporters enter?
and
How are data records entered and linked?

13. Occurrences (1) What data can the Reporter enter?
An occurrence is a report of quantifiable statistics (e.g., costs, nominal fees, persons served) for a specific program/activity. The statistics often cover a period (“January’s Screenings”) or an event (“January screenings at the mall”) For example:
Program = Health Fair
Occurrence = Spring Health Fair (provides education/health screenings so people are served and expenses are incurred)
Program = Support Groups
Occurrence = March Grief Support meeting (a group meets so people are served and expenses are incurred)
Program = Health/behavioral/hearing screenings
Occurrence = Blood pressure screening at the local senior center (people are served, expenses incurred)
©Lyon Software, 2017

14. Indicators & Measurements
(1) What data can the Reporter enter? (cont.)
Indicators & Measurements
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 Indicators module gives you the ability to specifically measure your progress toward a goal and gauge the impact your programs are having in your community.
©Lyon Software, 2017

15. Outcomes (1) What data can the Reporter enter? (cont.)
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 Outcomes module gives you the ability to list your goals, specific indicators, measurable results, and anecdotal results of specific quantifiable programs or helps you to evaluate broad-based programs/initiatives that may be outside the scope of the Community Benefit Report.
©Lyon Software, 2017

16. Narrative Entries (1) What data can the Reporter enter? (cont.)
The Narrative module is an electronic filing cabinet for collecting 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 rest of the story about 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
©Lyon Software, 2017

17. Occurrences…the statistics of Community Benefit
(2) How are Data Records added? (continued)
Occurrences…the statistics of Community Benefit
To add an Occurrence to an existing Program, highlight the program then click the Occurrence Link
Note : the Reporter can not edit any active data record. An active record is one that the Coordinator has added or imported into the Program.
©Lyon Software, 2017

18. Occurrences…entering the statistics
(2) How are Data Records added? (continued)
Occurrences…entering the statistics
Click on Add to open a new Occurrence Record
Enter your statistical data (persons served, expenses & offsetting revenue)
“Save” your data record
“Publish” your Occurrence
©Lyon Software, 2017

19. Occurrences…Expense Detail
(2) How are Data Records added? (continued)
Occurrences…Expense Detail
Department Average hours correspond to Department chosen from dropdown list
Additional Average (Standard) hours groups may or may not be defined by your Coordinator
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20. Occurrences…Revenue Detail
(2) How are Data Records added? (continued)
Occurrences…Revenue Detail
Category A, E, F, G
The Revenue Detail will be different depending on the category attached to the Program record.
Category B
Category D
Category C
©Lyon Software, 2017

21. If User Defined Codes exist, check all that apply
(2) How are Data Records added? (continued)
Occurrences…Notes and User Defined Codes
Type in pertinent information in the free form “Notes” text box
If User Defined Codes exist, check all that apply
You can attach 5 files to each record. Click “attach a file,” browse to find the right file, and then click, “Open.”
Note: User Name is captured on each created record. It is also an link.
©Lyon Software, 2017

22. Occurrences…publish the record
(2) How are Data Records added? (continued)
Occurrences…publish the record
When your Occurrence record is complete, save and then “publish” your record to let the Coordinator know that it is ready to be imported.
©Lyon Software, 2017

23. Indicators…choose the Indicator, save, publish
(2) How are Data Records added? (continued)
Indicators…choose the Indicator, save, publish
Indicators are selected from a dropdown list. To select the Indicator, you must first choose the “Source”, “Focus Area”, “Topic” and then “Indicator”
“Add” new Indicators
Save the Indicator and publish the record
©Lyon Software, 2017

24. Measurements…track Indicator’s progress
(2) How are Data Records added? (continued)
Measurements…track Indicator’s progress
Add
Save
Measurement type =
Baseline
Target
Actual
Anecdotal
©Lyon Software, 2017

25. Outcomes…. share the results
(2) How are Data Records added? (continued)
Outcomes…. share the results
Choose the Outcomes module by clicking on the module tab
Click on “Add” to activate a new Outcomes general entry screen
Save the outcome
Publish the record
©Lyon Software, 2017

26. Narratives…tell the story
(2) How are Data Records added? (continued)
Narratives…tell the story
Choose the Narratives module by clicking on the module tab
Click on “Add” to activate a new Narratives general entry screen
©Lyon Software, 2017

27. Narratives…select one or more subjects
(2) How are Data Records added? (continued)
Narratives…select one or more subjects
Click on “Subjects” to open the Subjects page
Check all boxes that apply
©Lyon Software, 2017

28. Narratives…write, save, publish
(2) How are Data Records added? (continued)
Narratives…write, save, publish
Click on “Narrative” to open the Narrative page
Type in your narrative or story
Save the narrative
Publish the record
©Lyon Software, 2017

29. Narratives linked to Programs
(3) How are Data Records linked?
Narratives linked to Programs
Narratives added by a reporter may be “linked” to a Program or Indicator record. To link your Pending Narrative to a Program or Indicator, hover your mouse over the More button and click “Manage Relationships.” The Overview tab will show how many Programs have already been linked to the Narrative you selected. Click to the Detail tab.
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30. (3) How are Data Records linked? (continued)
Select the Program in the “available” box (left side) and move to the “linked” box (right side) by using the arrow or by double-clicking. Click “Save”.
©Lyon Software, 2017

31. Review: Reporter – Can vs. Cannot
Edit their own user information, including their password
Enter pending Occurrence, Indicator, Measurement, Outcome, and Narrative data records
Edit/Delete pending records that they have created
Copy pending and active Occurrence records created by them and “read only” Occurrences created by other users
Have “read only” access to all active Goals, Programs, Indicators and Measurements
Have “read only” access to all non-pending Occurrences attached to a program for the current active year and one year prior.
Have “read only” access to all non-pending Narrative data records that they have created
Link their pending Narratives to Programs
Preview or Print 4 reports
©Lyon Software, 2017

32. Review: Reporter – Can vs. Cannot
Reporter Cannot:
Change their user permission level or what reporting unit they belong to
Edit/Delete active data records (those records already imported or added by the Coordinator)
Add Goals, Needs, or Partnerships
Access Edit Defaults or Financial Services
©Lyon Software, 2017

33. Changing Records from Pending to Active A Job for the Coordinator

34. How does the Coordinator import pending records?
Step 2: Choose filter option to view pending records (for example, filter #4 for pending Programs or Programs with pending Occurrences)
Step 1: Hover your mouse over More and click “Show Filters.”
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35. How does the Coordinator import pending records? (continued)
If a record is “pending”, 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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36. How does the Coordinator import pending records? (continued)
Note: If you highlight a Program and no “import button”, appears, it means that a pending occurrence has been added to an “active” Program (a Program that already exists)
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37. How does the Coordinator import pending records? (continued)
If the Reporter has not published a record, you will see a warning.
Click “Yes” to import the unpublished record.
©Lyon Software, 2017

38. Or, just import the Program/Indicator!
How does the Coordinator import pending records? (continued)
You can even import Programs/Indicators and their corresponding Occurrences/Measurements at the same time!
Or, just import the Program/Indicator!
Yes, it is that easy!
©Lyon Software, 2017

39. Lyon Software…striving to make social accountability reporting a streamlined process…