The Role of the State Administrator CBISA Online Association Rollup™ The Role of the State 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 Hospital Coordinator & Add User Account Complete Survey Hospital Information Compile Financial Information Next

Step 1: Identify the Hospital Coordinator CBISA Survey™ hospitals are facilities which are not required to file a Form 990 “Return of Organization Exempt from Income Tax”. CBISA Survey™ hospitals may participate in their state association’s community benefit data collection initiative by entering financial information and narratives into the free CBISA Survey™ software tool. Next ©Lyon Software 2010

For each CBISA Survey™ hospital, identify a Hospital Coordinator. Step 1: Identify the Hospital Coordinator For each CBISA Survey™ hospital, identify a Hospital Coordinator. CBISA Survey™ Action Step: Add the Hospital Coordinator as a User Choose Options then Org Defaults Choose Users then Add Next ©Lyon Software 2010

Step 1: Identify the Hospital Coordinator (cont.) First Name Last Name Create a unique User Name Email address Choose the appropriate hospital from the dropdown list Password: 6-16 characters long Re-type password to confirm Save the new user record Next ©Lyon Software 2010

Step 2: Complete Hospital Contact Information For each CBISA Survey™ hospital, make sure that the contact information is correct. CBISA Survey™ Action Step: Make any Necessary Corrections/Edits on Facility Tab Choose Options then Org Defaults Choose Facility then Edit Next ©Lyon Software 2010

Step 2: Complete Hospital Contact Information (cont.) Fax Number Main Contact Email Address City Choose state from dropdown list Save any edits Next ©Lyon Software 2010

CBISA Survey™ Action Step: Enter the Financial Information Step 3: Compile Financial Information For each CBISA Survey™ hospital, collect the fiscal year starting and ending dates and the annual expenses and revenues. CBISA Survey™ Action Step: Enter the Financial Information Choose Options then Org Defaults Choose Facility then Edit Next ©Lyon Software 2010

Step 3: Compile Financial Information (cont.) Select the active fiscal year from the front page dropdown Enter the corresponding fiscal year starting and ending dates Expenses Revenues Save any edits Next ©Lyon Software 2010

Supporting the CBISA Survey™ Hospitals Next

Supporting the Survey™ Hospitals Provide each coordinator with a copy of the Quickstart Guide for the Hospital Coordinator. A copy of the Quickstart Guide can be downloaded from www.lyonsoftware.com/support Next ©Lyon Software 2010

Supporting the Survey™ Hospitals 2. Make sure the Hospital Coordinator’s workstation is properly set up to view CBISA Online Survey™ A copy of the Workstation Settings can be downloaded from www.lyonsoftware.com/support Next ©Lyon Software 2010

Supporting the Survey™ Hospitals (cont.) 3. Notify Hospital Coordinators about reporting due dates and deadlines 4. Be prepared to answer data entry and “what counts” questions ©Lyon Software 2010 Next

Supporting the Survey™ Hospitals 5. Explain the procedure for answering a “request for data” from the CBISA Online Association Rollup™ administrator A. Acknowledge the “Nag” Simply click “OK” B. Answer the Request Choose Options/Org Defaults, highlight the facility, then click “Edit”. Open the “Rollup” tab and “Accept the Request”. Next ©Lyon Software 2010

Frequently Asked Questions

Frequently Asked Questions What happens if a hospital coordinator forgets their password? Reset the password by accessing the users page (Options/Org Defaults/Users), select the user, choose “Edit”, enter a new password, then save the record. The Association Rollup Administrator has issued a request for a data snapshot, but the Hospital Coordinator says they can’t answer it. What do I tell them? First, make sure the Coordinator knows where to find the “Rollup” tab (Defaults/Facility, “Edit” the facility, choose the “Rollup tab). If the Coordinator clicks on “Edit” and nothing happens, make sure they have followed the workstation set up guide and that pop-up blockers is turned “off”. If the Coordinator still does not see the “Rollup” tab, call Lyon Software for support. ©Lyon Software 2010

Frequently Asked Questions The Hospital 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, inform the Association Rollup Administrator to delete the current data snapshot for the facility and generate a second request. The Hospital Coordinator is overwhelmed and asked if more than one person can have access to the program. Can additional Coordinators be added, and if yes, who can add them? Each hospital can have as many Coordinators as necessary. As Survey Administrator, you can add the additional Coordinators, or the current Coordinator may add them (Defaults/Users/Add). ©Lyon Software 2010

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