Community Needs-General
The Community Needs module in CBISA Plus™ can be used to track community health needs identified through your hospital's Community Health Needs Assessment or by other acceptable means. Needs records are not tied to a date range and are available in any active year.  For more information regarding the current CHNA guidelines access the IRS website and the IRS 990H Instructions.
To Add a Need entry:

Open the Community Needs module by clicking on the Community Needs tab on the main screen.

Click on the function button Add.

Complete the appropriate data entry fields.

Short Title:  The Short Title is the "name" of the Need. It should describe the Need with enough detail that it is easily identifiable. The Short Titles are sorted alphabetically in the browse box in the control panel on the left hand side of the screen.  Short Titles should be unique.
Description (free form text box allows for unlimited text entry):  The Description field allows the user to enter a detailed description of the Need. If the box is filled, up/down scroll bars will appear on the side of the box allowing for entering more text.
Significance (free form text box allows for unlimited text entry):  The Significance field allows the user to enter the significance of the Need. If the box is filled, up/down scroll bars will appear on the side of the box allowing for entering more text.
How Determined (free form text box allows for unlimited text entry):  The How Determined field allows the user to enter how the Need was determined (e.g., revealed through CHNA, noticed by hospital staff, brought to your attention by another organization). If the box is filled, up/down scroll bars will appear on the side of the box allowing for entering more text.
Data Source (free form text box allows for unlimited text entry):  The Data Source field allows the user to enter an ongoing data source related to the Need (e.g., hospital records, CDC, County Health Rankings). If the box is filled, up/down scroll bars will appear on the side of the box allowing for entering more text.
As part of our Implementation Strategy and/or Community Benefit plan, will our organization address this need (select Yes or No):  This field allows the user to select "Yes" or "No," indicating whether your organization plans to address this identified Need. This is a mandatory field and an option must be selected prior to saving the record.
Priority (select High, Medium, or Low):  This field allows the user to mark the Need as "High," "Medium," or "Low" priority. This field is inactive until "Yes" is selected in the previous field (Implementation Strategy). If "Yes" is selected in the previous field, this field becomes mandatory and an option must be selected prior to saving the record.
If "yes", how? If "no", why not (free form text box allows for unlimited text entry):  This field allows the user to enter a short description of how the organization will address the Need, or a short explanation of why the organization won't address the Need. This field is inactive until a selection is made in the Implementation Strategy field. If the box is filled, up/down scroll bars will appear on the side of the box allowing for entering more text.
If "yes", anticipated impact (free form text box allows for unlimited text entry):  This field allows the user to enter the intended improvement (i.e., what do you hope to accomplish) as a result of addressing this Need. This field is inactive until "Yes" is selected in the Implementation Strategy field. If the box is filled, up/down scroll bars will appear on the side of the box allowing for entering more text.
Plan to evaluate and/or additional comments (free form text box allows for unlimited text entry)

Approved Outside Resources:  Space for two links to Approved Outside Resources is provided in this field (e.g., link to your county's data on County Health Rankings, link to your CHNA report on your organization's website, etc.). Click the hyperlink to open it in a new browser window. The links are entered on the Reporting Unit Org Defaults screen, and are therefore the same on every Need record

Click Save to save your changes.

To Edit a Need entry:

From the control panel browse box, choose the Need entry to be edited.  Need entries are sorted alphabetically by Short Title.

Make any necessary changes and click on Save to accept your changes.

To Delete a Need entry:

From the control panel browse box, choose the Need entry to be deleted.

Click on Delete.  You will get a warning message asking if you are sure you want to delete the record.  Choose OK to continue with delete, or Cancel.  Also, if the record is linked to another record through the Relationship Manager, you will receive a warning message.  You may choose to delete the Need record regardless of the linkage, or Cancel.

To Link a Need entry:

From the control panel browse box, choose the Need entry that needs to be linked.

Hover over the More function control button and select Manage Relationships to activate the Relationship Manager, or click the Link button next to the More button.

Select the appropriate module from the dropdown list.  

Change an unlinked record (left side) to a linked record (right side) by selecting the record and using the arrow at the bottom of the box (or by double clicking on the record).  You may move more than one record at the time by using the "control" key on your keyboard to select multiple entries.  Administrators and Coordinators may link Needs to Goals, Partnerships, Programs, Narratives, Outcomes., Indicators, and Occurrences.

To unlink records, simply move them from the linked box (right side) to the unlinked box (left side).    

Click Save to save your new links.  Saving a change will automatically close the Relationship Manager.  If you have not edited any relationships, use the Close button to close the Relationship Manager.  You may also leave the Relationship Manager open (on the Overview or Detail view) and select additional records from the browse box on the control panel.

Upload Function
The Upload Function allows you to automatically populate some of the data fields on the Community Needs-General screen. 

To access the Upload Function, float your mouse over the "More" button, which is located next the Add/Delete/Undo/Save buttons, above the browse box in the control panel.

Click "Upload Community Needs," then click "Choose File."

Find your file, select it, and press "Upload."   

Please Note:  The Upload Function works with five data fields only: Short Title, Description, Significance, How Determined, and Data Source. The Upload Function accepts Excel spreadsheet files (.xls and .xlsx) only. It expects that the first row of the spreadsheet will be column headings (i.e., that the first row will not contain important data to upload).