Remember, CBISA Online™ is a secure program. When entering your unique URL, ALWAYS start with "https". Your URL should look like this: https://www.cbisaonline.com/unique where "unique" equals the identifier assigned to your organization (usually in the format of alpha characters followed by an underscore and then a four digit numeric code, i.e. mch_9999).

"Staff Hours" may be used to capture any type of input hours, i.e., paid or unpaid. Line 3 allows you to capture any and all input hours that are important to your reporting unit for reporting purposes. "Staff" and "Volunteer" may be renamed and a third input counter may be defined in Custom Terms (located in "Edit Defaults"). However, the hours counted in the Expense Detail section are to include only those hours which represent a true cost to the facility. Therefore, these hours are entered and maintained separately.

CBISA Online™ uses Web Page Dialog boxes in several areas of the program. Web Page Dialog boxes are controlled by "pop-up" blocker on your internet browser toolbar or internet options. "Pop-up" blocker should be turned off for CBISA Online™. The data entry fields that utilize this functionality are: Help Screens, Departments, Categories, Healthy Communities and Topics (in Options/Edit Defaults), Reporting Unit and Users (in Options/Org Defaults), and previewing a report in a new window (in Reports & Listings). For additional information in setting up your workstation for CBISA Online™, click here.

When starting a new fiscal year, the defaults for the year must be updated. The System Administrator or Coordinator for the reporting unit must update the start and end dates for the fiscal year, Reporting Unit Wide Average Rate, Fringe Percent, Defined Group Rates (if applicable), Revenues and Expenses, Indirect Cost Factors (all located in Org Defaults on the Reporting Unit Financial page) and the Average Department Rate (located in Edit Defaults). Remember: If occurrences have been entered PRIOR to updating the Fringe Percent field, you must use the "Apply Fringe Percent" tool to correctly apply the new fringe. For additional information on setting defaults for the new fiscal year, click here.

The Reporting Unit Wide Average Hourly Pay Rate dollar amount is only used if a sponsoring department is not chosen on the Activities/General page and no department is selected on the Occurrence screen. If a department is selected at the Activity level (thus automatically selected at the Occurrence level), then the data record will look to the Department Rate Table (located in Options/Edit Defaults) for the correct average hourly rate. If you want to use the Reporting Unit-Wide Average Hourly Pay Rate on any Occurrence (even if the Activity has a sponsoring Department), simply open the Department rate dropdown and choose "Select a Department". This action "unselects" the sponsoring department and points the occurrence to the Reporting Unit-Wide Average Hourly Pay Rate instead of the Department Average Hourly Pay Rate.

Some hospitals and health systems use more than one ratio throughout a fiscal year and may use different ratios for various financial services. Therefore, to allow for accounting flexibility, we do not "force" the calculated ratio into any of the Financial Services screens that allow for a ratio. The Ratio screen gives you the opportunity to create any number of ratios, name them (through the description field) and then save them. If you need to print off the ratio worksheet for any give fiscal time period, go to Reports & Listings, and print Worksheet 2 from the IRS Form 990 Schedule H reporting sub-menu.

"Outcomes for this Activity" gives you the opportunity to look at and evaluate the effectiveness of a single program. For example, you might want to know if your smoking cessation clinic is successful in getting people off of tobacco and giving them the tools to remain tobacco free. "Community Outcomes" lets you evaluate a strategic initiative rather than a single activity. For example, you may have a strategic initiative to reduce childhood obesity in your community. The initiative may encompass many activities, but instead of looking at each activity individually, you would like to evaluate the effectiveness of the entire program.