CBISA Basic™ - Training Course

Lyon Software offers a hands on training course to provide new CBISA™ users basic information to get them started using CBISA Online™. This course is designed for administrators, coordinators, and finance personnel responsible for capturing, tracking, and reporting community benefit statistics, narratives, and outcomes. All attendees should have already subscribed to CBISA Online™.

Who should attend?

• CBISA™ System Administrators
• CBISA™ Coordinators
• CBISA™ Finance personnel responsible for the IRS 990 Schedule H

Topics covered include:

• Basic Training (Navigating CBISA™, Defaults, Role Based Access)
• Setting Defaults for Consistent Data Entry
• Understanding Indirect Cost Factors and Average Salary Rates
• Capturing Program Information
• Role of Finance
• Telling Your Story

Key Learning Objectives:

• Learn how to set up your workstation to properly view CBISA™ and navigate through the various modules and sub menus
• Learn through hands on practice (each student will have their own workstation)
• Understand the importance of correctly entering in the quantifiable community benefit program, statistical occurrence, and financial information into CBISA™
• Learn how to capture narrative and evaluation information in CBISA™
• Discuss "what counts" issues and "best practices" with peers

Click here to go to the registration page.