Defaults-CBISA Customization

To streamline your CBISA Online program and show only the screens/features you are currently using to collect data, access the CBISA Customization tab in Edit Defaults. "Selecting" (checking the box) a customizable feature turns the feature "on", allowing the page to be accessed and edited.  "De-Selecting" (unchecking the box) a customizable feature turns the feature (and its associated edit default tab or tabs and reports) "off", hiding the page(s), removing the Edit Default tabs, and making the associated reports unavailable. By default, all features and Edit Default tabs are "selected".

To Select (show) a page/feature:

Choose Options then Edit Defaults (top right hand side of screen)

Choose the CBISA Customization tab 

Check the appropriate box  

Features that may be selected include:  
  Modules:  Partnerships, Narratives, Outcomes
  Defaults:  Multiple Reporting Units
  Program Pages:  Settings and Formats, Healthy Communities, Target Audience (special field consideration for Gender, Vulnerable Populations & Ages, County)
  Financial Service Information:  Patient Cost to Charge Ratio, IRS Form 990 Schedule H (IRS Medicare, IRS Bad Debt, 990H Questions, Joint Venture, IRS Reportable Checkbox) 

Edit Default tabs that may be selected include:
  Healthy Communities
  Categories
  User Defined Codes
  Settings
  Formats
  Ages
  Vulnerable Populations
  Subjects
  Keyword/Person
  Areas of Interest

Click on Save to save the Feature/Edit Default selections 

To De-Select (hide) a page/feature:

Choose Options then Edit Defaults (top right hand side of screen)

Choose the CBISA Customization tab 

Uncheck the appropriate box.  

Click on Save to save your changes

For additional information regarding each "turn on/turn off" feature, click on the informational icon beside each checkbox.  Note:  Access to the CBISA Customization tab may be granted or prohibited for any System Administrator or Coordinator by checking or unchecking the box on the user account screen "Can Customize CBISA".