1. 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

2. Next

3. Getting Started Identify Hospital Coordinator & Add User Account
Complete Survey Hospital Information
Compile Financial Information
Next

4. 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
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5. 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
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6. Step 1: Identify the Hospital Coordinator (cont.)
First Name
Last Name
Create a unique User Name
address
Choose the appropriate hospital
from the dropdown list
Password: characters long
Re-type password to confirm
Save the new user record
Next
©Lyon Software 2010

7. 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
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8. Step 2: Complete Hospital Contact Information (cont.)
Fax Number
Main Contact Address
City
Choose state from
dropdown list
Save any edits
Next
©Lyon Software 2010

9. 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

10. 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

11. Supporting the CBISA Survey™ Hospitals
Next

12. 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
Next
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13. 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
Next
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14. 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

15. 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

16. Frequently Asked Questions

17. 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

18. 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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