Readme for CBISA™ Version 5.1 (11/09/2013)

Changes to CBISA Plus™ for Healthcare

Community Needs Module:

A "CHNA Reportable" checkbox has been added to the General page. Checking the box indicates that this need was identified through your Community Health Needs Assessment. Leaving the box unchecked means that your organization has identified a health need for your community through some other means, such as a request from a public health agency or community group.

Verbiage changes made on the General page to align with the April 5, 2013 IRS Notice of Proposed Rule making. Specifically, "If yes, intended improvement" has been changed to "If yes, anticipated impact" and "Comments" has been changed to "Plan to evaluate impact and/or additional comments".

Partnership Module:

On the Partnership General page you may add a website. To add your partners website, click on "Add" at the bottom of the page (beneath the Partner Since date and next to the label "Website"). Enter the desired web address in the text field. When you SAVE the General screen, the added URL will become a hyperlink and allow you to open the website in another window while CBISA™ is still open and active.

A new "Contacts" page has been added to the Partnership Module. After the General page, you will notice a new sub-menu tab labeled "Contacts". You may enter up to three additional contacts (in addition to the main contact on the General page). Contact information includes Name, Title/Role, Phone, Email, Street Address, City, State, and Zip.

Fixes and Adjustments:

The "multi move" functionality (the ability to move more than one Occurrence at a time) for Occurrences has been restored.

The "multi edit" functionality (the ability to select and edit more than one Department at a time) has been restored.

Scroll bars for free form text boxes work as expected when using Internet Explorer 8 as your browser.

Custom added Community Building categories (added in Edit Defaults on the Categories tab) of F10 and higher will now be included in F9 "Other" for IRS 990H reporting.

Reports & Listings:

Changes to existing reports:
1. The following "Needs Reports" have "CHNA Reportable Needs Only" as an option: Prioritized Needs; Needs-Comprehensive; Needs-Linked Partnerships; Needs-Linked Programs with Occurrences; Needs-Linked Narratives; Needs-Linked Outcomes; Needs-Cross Referenced to HP 2020 Objectives; and, Needs Not Linked to a Program. The "CHNA Reportable" designation has been added to the Directory of Needs report.
2. Inactive programs have been removed from the "Programs Not Linked to a Need" report on the "Needs Report" menu.
3. On the Joint Venture report (on the IRS 990 Schedule H reporting menu), you will now see whether or not each joint venture is or is not IRS Reportable. If you have checked the IRS Reportable checkbox on the Joint Venture record (in Financial Services), then you will see "Yes" next to "IRS Reportable". If you have not checked the box, then you will see "No".

New reports:
1. Complete Summaries: Executive Summary Detail-3 Year Comparison. This report shows net benefit and persons served for this year (i.e. the active year date range you have selected), last year and two years ago, sorted at the category level and then alphabetically sorted by program title.
2. Control Listings: Occurrences-Salary Expense Detail. This report is alphabetically sorted by program title with each occurrence for the program in descending date order. The information on the report includes the selected department and all of the salary expenses including dollars reported, calculated amounts for department and group rates, fringe percent, and salary plus fringe. The total on this reports ties out to Salary and Fringe total on "Occurrences-Elements of Cost" and Salary and Fringe total on "Elements of Cost" (from Menu I).
3. Control Listings: Occurrences-Sorted by Department for Program. This report can be sorted alphabetically by Program title or sorted first by category and then by Program title. For each Program, the Occurrences are grouped by departments in descending date order. Each Department's Occurrences are sub-totaled.
4. Other Reports: Programs Inventory. All active programs (those not marked as "inactive") will show on this report. The report contains important information from each Program page (General, Objectives, Indicators, Settings/Formats, Target Audience, and Healthy Communities) and the total number of Occurrences for the active year, if any.
5. Multi-Unit: Multi Users. The Multi Users reports will show all of the users that belong to a selected single Reporting Unit, Region, Group, Entity, or Organization. Information includes: First Name, Last Name, User Name, Email, Last Login Date, and User Level.
6. Multi-Unit: Multi Directory of Needs. The Directory of Needs report can be previewed for a selected single Reporting Unit, Region. Group, Entity, or Organization and contains, in alpha sort, the Need Short Title, whether the need is CHNA reportable, the Reporting Unit name, if the need is being addressed, the priority level and the "Date No Longer Applicable" if it applies.

Changes to CBISA™ for Healthcare

Partnership Module:

The "multi move" functionality (the ability to move more than one Occurrence at a time) for Occurrences has been restored.

The "multi edit" functionality (the ability to select and edit more than one Department at a time) has been restored.

Scroll bars for free form text boxes work as expected when using Internet Explorer 8 as your browser.

Custom added Community Building categories (added in Edit Defaults on the Categories tab) of F10 and higher will now be included in F9 "Other" for IRS 990H reporting.

Reports & Listings:

Changes to existing reports:
1. On the Joint Venture report (on the IRS 990 Schedule H reporting menu), you will now see whether or not each joint venture is or is not IRS Reportable. If you have checked the IRS Reportable checkbox on the Joint Venture record (in Financial Services), then you will see "Yes" next to "IRS Reportable". If you have not checked the box, then you will see "No".

New reports:
1. Complete Summaries: Executive Summary Detail-3 Year Comparison. This report shows net benefit and persons served for this year (i.e. the active year date range you have selected), last year and two years ago, sorted at the category level and then alphabetically sorted by program title.
2. Control Listings: Occurrences-Salary Expense Detail. This report is alphabetically sorted by program title with each occurrence for the program in descending date order. The information on the report includes the selected department and all of the salary expenses including dollars reported, calculated amounts for department and group rates, fringe percent, and salary plus fringe. The total on this reports ties out to Salary and Fringe total on "Occurrences-Elements of Cost" and Salary and Fringe total on "Elements of Cost" (from Menu I).
3. Control Listings: Occurrences-Sorted by Department for Program. This report can be sorted alphabetically by Program title or sorted first by category and then by Program title. For each Program, the Occurrences are grouped by departments in descending date order. Each Department's Occurrences are sub-totaled.
4. Other Reports: Programs Inventory. All active programs (those not marked as "inactive") will show on this report. The report contains important information from each Program page (General, Objectives, Indicators, Settings/Formats, Target Audience, and Healthy Communities) and the total number of Occurrences for the active year, if any.
5. Multi-Unit: Multi Users. The Multi Users reports will show all of the users that belong to a selected single Reporting Unit, Region, Group, Entity, or Organization. Information includes: First Name, Last Name, User Name, Email, Last Login Date, and User Level.

Changes to CBISA Plus™ for Senior Living

Community Needs Module:

The "multi move" functionality (the ability to move more than one Occurrence at a time) for Occurrences has been restored.

The "multi edit" functionality (the ability to select and edit more than one Department at a time) has been restored.

Scroll bars for free form text boxes work as expected when using Internet Explorer 8 as your browser.

Reports & Listings:

New reports:
1. Complete Summaries: Executive Summary Detail-3 Year Comparison. This report shows net benefit and persons served for this year (i.e. the active year date range you have selected), last year and two years ago, sorted at the category level and then alphabetically sorted by program title.
2. Control Listings: Occurrences-Salary Expense Detail. This report is alphabetically sorted by program title with each occurrence for the program in descending date order. The information on the report includes the selected department and all of the salary expenses including dollars reported, calculated amounts for department and group rates, fringe percent, and salary plus fringe. The total on this reports ties out to Salary and Fringe total on "Occurrences-Elements of Cost" and Salary and Fringe total on "Elements of Cost" (from Menu I).
3. Control Listings: Occurrences-Sorted by Department for Program. This report can be sorted alphabetically by Program title or sorted first by category and then by Program title. For each Program, the Occurrences are grouped by departments in descending date order. Each Department's Occurrences are sub-totaled.
4. Other Reports: Programs Inventory. All active programs (those not marked as "inactive") will show on this report. The report contains important information from each Program page (General, Objectives, Settings/Formats, Target Populations, and Health Goals) and the total number of Occurrences for the active year, if any.
5. Multi-Unit: Multi Users. The Multi Users reports will show all of the users that belong to a selected single Reporting Unit, Region, Group, Entity, or Organization. Information includes: First Name, Last Name, User Name, Email, Last Login Date, and User Level.
6. Multi-Unit: Multi Directory of Needs. The Directory of Needs report can be previewed for a selected single Reporting Unit, Region. Group, Entity, or Organization and contains, in alpha sort, the Need Short Title, whether the need is CHNA reportable, the Reporting Unit name, if the need is being addressed, the priority level and the "Date No Longer Applicable" if it applies.

Changes to CBISA™ for Senior Living

Partnership Module:

The "multi move" functionality (the ability to move more than one Occurrence at a time) for Occurrences has been restored.

The "multi edit" functionality (the ability to select and edit more than one Department at a time) has been restored.

Scroll bars for free form text boxes work as expected when using Internet Explorer 8 as your browser.

Reports & Listings:

New reports:
1. Complete Summaries: Executive Summary Detail-3 Year Comparison. This report shows net benefit and persons served for this year (i.e. the active year date range you have selected), last year and two years ago, sorted at the category level and then alphabetically sorted by program title.
2. Control Listings: Occurrences-Salary Expense Detail. This report is alphabetically sorted by program title with each occurrence for the program in descending date order. The information on the report includes the selected department and all of the salary expenses including dollars reported, calculated amounts for department and group rates, fringe percent, and salary plus fringe. The total on this reports ties out to Salary and Fringe total on "Occurrences-Elements of Cost" and Salary and Fringe total on "Elements of Cost" (from Menu I).
3. Control Listings: Occurrences-Sorted by Department for Program. This report can be sorted alphabetically by Program title or sorted first by category and then by Program title. For each Program, the Occurrences are grouped by departments in descending date order. Each Department's Occurrences are sub-totaled.
4. Other Reports: Programs Inventory. All active programs (those not marked as "inactive") will show on this report. The report contains important information from each Program page (General, Objectives, Settings/Formats, Target Populations, and Health Goals) and the total number of Occurrences for the active year, if any.
5. Multi-Unit: Multi Users. The Multi Users reports will show all of the users that belong to a selected single Reporting Unit, Region, Group, Entity, or Organization. Information includes: First Name, Last Name, User Name, Email, Last Login Date, and User Level.

Changes to CBISA™ for Education

Edit Defaults:

When adding a new Category to the delivered category list (A. Community Engagement, B. Service Learning, and C. Faculty and Staff), the checkbox for "Community Benefit" is now selected by default, allowing any of your programs using the newly added category to be included in applicable reports and listings.

On the CBISA™ Customization tab, you now have the option to show/hide monetary inputs on reports. If the box is checked, then expenses and offsetting revenue, along with net benefit will show on the reports that contain Occurrence information. If the box is unchecked, then the monetary inputs will not show on reports, even if data has been entered on the Occurrence form.

Partnership Module:

The "multi move" functionality (the ability to move more than one Occurrence at a time) for Occurrences has been restored.

The "multi edit" functionality (the ability to select and edit more than one Department at a time) has been restored.

Scroll bars for free form text boxes work as expected when using Internet Explorer 8 as your browser.

The Email address field has been added back to the "Key Leader" record in Edit Defaults.

Reports & Listings:
There is a new list of criteria which dictates whether data will be included on a report. The software will no longer look for a standard statistic (persons served, expense, offsetting revenue) but will look to see if the Occurrence record is within the selected date range and has data in any input, output, expense, or revenue field. The majority of the reports also automatically print in "landscape" version, which includes all of the inputs, outputs, and monetary inputs (unless you have selected to "hide monetary inputs" on the reports, as explained above).

New reports:
1. Complete Summaries: Executive Summary Detail-3 Year Comparison. This report shows net benefit and persons served for this year (i.e. the active year date range you have selected), last year and two years ago, sorted at the category level and then alphabetically sorted by program title.
2. Control Listings: Occurrences-Salary Expense Detail. This report is alphabetically sorted by program title with each occurrence for the program in descending date order. The information on the report includes the selected department and all of the salary expenses including dollars reported, calculated amounts for department and group rates, fringe percent, and salary plus fringe. The total on this reports ties out to Salary and Fringe total on "Occurrences-Elements of Cost" and Salary and Fringe total on "Elements of Cost" (from Menu I).
3. Control Listings: Occurrences-Sorted by Department for Program. This report can be sorted alphabetically by Program title or sorted first by category and then by Program title. For each Program, the Occurrences are grouped by departments in descending date order. Each Department's Occurrences are sub-totaled.
4. Other Reports: Programs Inventory. All active programs (those not marked as "inactive") will show on this report. The report contains important information from each Program page (General, Objectives, Indicators, Settings/Formats, Target Audience, and Healthy Communities) and the total number of Occurrences for the active year, if any.
5. Multi-Unit: Multi Users. The Multi Users reports will show all of the users that belong to a selected single Reporting Unit, Region, Group, Entity, or Organization. Information includes: First Name, Last Name, User Name, Email, Last Login Date, and User Level.

See Also (Previous Readme and Publication Date)
Readme5.0 (9/15/2013)
Readme3.3.99.htm (10/27/12)
Readme3.3.86 (7/28/12)
Readme3.3.83 (7/5/12)
Readme3.3.80 (6/2/12)
Readme3.3.67 (12/3/11)
Readme3.3.61 (10/15/11)
Readme3.3.57 (9/24/11)
Readme3.3.53 (6/15/11)
Readme3.3.45 (5/11/11)
Readme3.3.30 (2/9/11)