Getting Started with CBISA 2011

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Getting Started with CBISA™ A Comprehensive Tool for Collecting, Tracking, and Reporting Community Benefit. 1

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An Introduction: Why and How 2

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3 Public Awareness Reasons Tax Exemption Reasons Sponsoring Reasons Management Reasons Mandatory State Reporting Reasons Competitive Reasons Other Why Track, Collect, and Report ….Showing accountability to your community ….How much is enough? ….Walking the walk, not just talking the talk ….Top down support ….37 States have mandated or voluntary reporting ….Which hospital is the better community member? ©Lyon Software, 2011.

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How to Access CBISA™ ©Lyon Software, 2011. 4

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…does it all! One Comprehensive Software… Quantifiable Statistics: Persons Served, Expenses, Offsets Narratives and Stories Tracks Outcomes and Evaluations Compliant with 2008 Guide for Planning and Reporting Community Benefit and IRS 990 Schedule H ©Lyon Software, 2011. 5

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Quantifiable Statistics 6

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Step 1: Enter Financial Defaults Define the fiscal year, enter salary defaults, and assign indirect cost percentages ©Lyon Software, 2011. 7

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Add departments and assign average hourly salary rates Step 1: Enter Financial Defaults ©Lyon Software, 2011. 8

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Step 2: Inventory Program List Lyon Software delivers a general program list with recommended categories “ A1 – G3” from The Guide for Planning & Reporting Community Benefit ( 2008 Edition) and in line with IRS reporting Part I and Part II ©Lyon Software, 2011. 9

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Step 2: Inventory Program List Complete the additional pages of Program information, as needed. Objectives: Defend your decision to “count” a program Indicators: How will you measure the success of your program? Setting/Format: The “where” and “how” of the program Target Audience: “Whose” needs are we meeting? Healthy Community: Track Program goals based on HHS Healthy People 2020 ©Lyon Software, 2011. 10

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Step 2: Inventory Program List Customize Program Defaults, as needed for detailed reports ©Lyon Software, 2011. 11

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Step 3: Add Statistical Occurrences to the Programs Records statistics: Persons Served, Expenses, and Offsetting Revenue ©Lyon Software, 2011. 12

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Direct Expenses: Salary, Fringe, Purchased Services, Supplies, Other Direct Expenses Offsets: Reduce net benefit, or Memo only Indirect Expenses: None, Direct Entry, or 3 predefined auto calculated Ratios Step 3: Add Statistical Occurrences to the Programs ©Lyon Software, 2011. 13

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Step 4: Enter Financial Service Numbers: Charity Care Use the best method: Charges and RPCC or Cost. Data entry aligns with IRS Worksheet 1 ©Lyon Software, 2011. 14

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Step 4: Medicaid & Other Means-Tested Programs Enter amounts in monthly, quarterly, or annually, whatever works for you! IRS 990H Worksheet 3 ©Lyon Software, 2011. 15

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Step 4: Additional IRS 990H Information Ratio Screen (Patient Care Cost to Charge ) Worksheet 2, IRS Medicare & IRS Bad Debt (Part III) ©Lyon Software, 2011. 16

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Step 4: Qualifying Joint Ventures Add qualifying Joint Ventures using proportionate expenses and revenues ©Lyon Software, 2011. 17

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Narrative Information 18

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IRS 990H Questions , Part I, III, and VI ©Lyon Software, 2011. Store all answers for IRS 990H Part I, III, and VI for each fiscal year 19

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Narrative Module…the “rest of the story” Statistics tell how much or how many but… …the narrative explains what you are doing to impact the health of the community and enhance quality of life. ©Lyon Software, 2011. 20

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Outcomes and Evaluations Answering the next important question…so what?? ©Lyon Software, 2011. 21

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Partnerships Track Partnerships or use the module for any “level above programs” like Area of Concern or even Grant Funders ©Lyon Software, 2011. 22

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Relationship Manager Link Partnerships, Programs, Narratives, and Outcomes using the Relationship Manager ©Lyon Software, 2011. 23

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Effective Reporting 24

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CBISA Online™ offers over 100 different reports Each report contains information for a specific date range Active records entered into the program are immediately available to be included in reports All user permission levels, except Reporters, have access to the Reports & Listing module It’s All About Reporting! Reports are “on demand” and can be previewed and printed any time ©Lyon Software, 2011. 25

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Previewing a report is always a 3 step process: Step 1: Highlight (or select) the report you want to preview in the menu browse box Step 2: Choose from the available options Step 3: Preview your report ©Lyon Software, 2011. 26

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Step 1: Selecting the Report Each menu contains a unique list of available reports Menu I contains reports for the modules of: Programs Financial Services Outcomes Menu II contains analytical reports: new ways to slice and dice the numerical data! ©Lyon Software, 2011. 27

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Narrative Reports allow you to pick and choose which narratives are included in reports. Complete Summaries offers you different ways to summarize your community benefit data. Control Listings reports detailed and specific data. Step 1: Selecting the Report ©Lyon Software, 2011. 28

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Multi-Unit reports allow a System Administrator or Multi User to run combined reports IRS Form 990 Schedule H reports help complete Sections I, II, III & VI plus all worksheets Step 1: Selecting the Report ©Lyon Software, 2011. 29

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Step 1: Selecting the Report “Other Reports” include lists and defaults Partnership Reports show the relationships between Partners and other data records ©Lyon Software, 2011. 30

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Step 1: Selecting the Report The Custom Report Generator allows you to customize reports for the Program module by selecting specific criterion and fields ©Lyon Software, 2011. 31

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Step 2: Choose from the available options Report Orientation: Portrait Portrait reports contain standard statistics ©Lyon Software, 2011. 32

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Report Orientation: Landscaped Landscaped reports contain expanded statistics Step 2: Choose from the available options ©Lyon Software, 2011. 33

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Choose from specific defaults Step 2: Choose from the available options ©Lyon Software, 2011. 34

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Enter your own unique numeric parameters Include one, some or all departments Report on specific programs Options allow you to include just the information you need on reports! Step 2: Choose from the available options ©Lyon Software, 2011. 35

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Step 2: Choose from the available options The date range will default to the starting and ending dates of the active year, but may be adjusted. ©Lyon Software, 2011. 36

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Preview the report! Step 3: Preview the Report Print or Export the report! ©Lyon Software, 2011. 37

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CBISA™: A Comprehensive Software Program 38

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…for Community Benefit Professionals Answering the “who”, “how”, “what”, and “where” of community benefit Meeting the health needs of the community Evaluating the effectiveness of programs Healthy Community 2020 goals Target populations Program goals Steps to a healthier community ©Lyon Software, 2011. 39

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…for Finance Answering “how much is enough” Defending the tax exempt status IRS 990H Reports & Worksheets Expenses and Offsets Direct and Indirect Audit control and oversight ©Lyon Software, 2011. 40

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…for Marketing and PR Telling your community benefit story Newsletters Press releases Annual summary to the community Speaking engagements Website M ©Lyon Software, 2011. 41

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…for Senior Leadership and Board Members M ©Lyon Software, 2011. 42

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419-885-4593 9:00 am – 5:00 pm (EST) [email protected] lyonsoftware.com www.lyonsoftware.com/support www.lyonsoftware.com/training ©Lyon Software, 2011. 43

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Lyon Software…striving to make social accountability reporting a streamlined process… 44

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