Readme for CBISA Online™ Version 2.3
  • Active fiscal year 2009 added
  • Web dialog boxes ("pop-ups") removed for facility defaults and filters
  • User permission level enhancements
  • Target audience defaults changed
  • Occurrence screen completely redesigned
  • Addition of four standard rate fields
  • Outcomes module updated 
  • Changes to facility defaults (categories and user defined codes)
  • New Calendars
  • Report changes and additions

    Active fiscal year 2009 added
    2009 has now been added as a valid fiscal year.  For help in updating your CBISA Online™ program upon entering a new fiscal year, please refer to the document entitled Changing the Fiscal Year in CBISA Online™.


    Web dialog boxes ("pop ups") removed for facility defaults and filters
    The design of the facility defaults and the filters has been enhanced so "pop ups" are no longer used.  You will need to continue to have pop up blocker turned off for other areas of the software.  

    User permission level enhancements
    Facility Finance users can now access the Occurrences module.  Multi-Facility Coordinators have access to, and can manage, all multi users and single facility users attached to their assigned facilities.  System Administrators and Coordinators can turn on/turn off the ability of Facility Reporters to add Activities.

    Target audience defaults changed
    When a new Activity is added, the gender is automatically set to "Female" and the targeted population is set to "Broader Community".

    Occurrence screen completely redesigned
    The Occurrence screen has been completely redesigned with new detail buttons, Notes, and User Defined Codes.  The expense and revenue detail is expanded by clicking on the "Detail" function button and closed by clicking "Hide".  The expense detail has been enhanced to include the additional four standard hourly pay rate fields (if in use).  The offsetting revenue detail has been enhanced to include additional offsets depending on the category chosen at the Activity level.  Standard offsets are available for category A, D, E, F, and G.  Expanded offsets for category B are Direct Medicare Reimbursement for GME, Direct Medicaid Reimbursement for GME, and Continuing Health Professions Education Reimbursement/Tuition Fees.  Expanded offsets for category C are Medicaid Expenses (counted elsewhere), Other Means Tested Programs Expenses (counted elsewhere), and Charity Care Expenses (counted elsewhere).  For Facility Reporters, the default view of the Occurrence screen is to show the detail.  For all other user permission levels, the Occurrence screen opens with the detail hidden. 

    Addition of four standard rate fields
    You may now create four new standard hourly pay rate fields to be used in calculating salary expense for Occurrence records.  To name the standard hourly rate fields, access the Custom Terms default through Options/Edit Defaults.  Select "Average Hourly Pay Rate 1", click "Edit", and enter the substitution term, short substitution term, and then "Save".  Repeat this process for pay rates 2-4.  Then, to assign a dollar amount to the newly named rate fields, access the Facility Financial information screen (Options/Org Defaults, then "Edit" the facility), enter the average dollar amount associated with each new pay rate field, and "Save" your changes.  The four new rates will now be available on the Occurrence screen to aid in calculating the salary expense for any Occurrence.  The dollar amount may be manually edited on the Occurrence screen without affecting the default value entered on the Facility Financial information page.  Please note:  for CBISA Online™ clients that belong to a state Association Rollup™ program, the standard rate fields may be named and have dollar amounts assigned; however, the new fields will not show up on the Occurrence screen until the Association Rollup™ program is updated to include the new calculations.  We will let you know when the update occurs.  

    Outcomes module updated
    You now have the ability to create Activity specific Outcome records within the Activities module.  The Outcome records are accessed from a link on the control panel, just like Occurrences.  If you have entered the Baseline/Goals/Strategies/Intended Outcomes on the Indicators screen, that information will automatically populate the textbox on the new Outcomes record.  The Outcomes module has been renamed to "Community Outcomes" to better express broad view outcomes at the community level not linked to a specific Activity.

    Changes to facility defaults (categories and user defined codes)
    In order to prepare for the 990H software update, category groups A-G can no longer be edited.  The group level is now "read only"; however, you may still add fully customized categories to the standard categories, if necessary.  You may also designate the availability of user defined codes to show on just the Occurrence screen, just the Activity screen, or both (which is the default).  If you want to change the available screens for your current user defined codes, edit each code and uncheck either the Occurrence or Activity screen checkbox.  

    New Calendars
    For all of the date fields in the software, a new more user friendly calendar function is now available.  Also, the calendars are now consistent throughout all of the modules within the program.

    Report changes and additions
    Control Listings report #4 "List of Activities" allows for the option of selecting a complete list of all Activities or a list of just "Active" Activities.  "Active" Activities have at least one Occurrence or Outcome record attached for the date range requested.  The "time out" error has been fixed on the Multi-Facility Report #24, Multi Summary by Month.
    New Reports:  Multi Facility #25 "Multi Benefit Summary"; IRS Form 990 Schedule H (new report menu) includes "Part 1 Item 7", "Part 2", "Worksheet 4" and "Worksheet 8"



    See Also:
    Readme 1.1 
    Readme 1.3.5
    Readme 1.6.4