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Attention CBISA Users:

Due to the Coronavirus outbreak, Lyon Software will be operating at full capacity, but our employees will be working remotely from home until further notice. For fastest responses to the following topics of inquiry, please use the following email addresses:

For all other inquires, please leave a detailed voicemail with return contact information at 419-882-7184, and your call will be returned within 1 business day.

Best Wishes,
Lyon Software Management Team


Forum Replies Created

Viewing 15 posts - 1 through 15 (of 774 total)
  • Author
  • in reply to: Volunteer-Related Question #12252

    Response: Jeanne Manske, Billings Clinic
    Date: January 11, 2017 12:36 PM
    If there is a percentage of time they are coordinating volunteers for other nonprofit community-based organizations or events — Or coordinating paid (paid hourly or exempt) time for your employees to volunteer in the community on behalf of your organization (such as first aid at the Special Olympics).
    You can’t count their time for coordinating community volunteers to work at the hospital, because that is benefitting the hospital more than the community.

    in reply to: Sharps/MedSafe Program #12250

    Response: Peter Morgan, Adventist Medical Center-Portland
    Date: August 30, 2016 10:36 AM

    I would consider this program a Schedule H Part II #4 Environmental improvement program.

    Take care,

    Peter Morgan, MBA
    Community & Government Affairs Coordinator

    in reply to: Reporting Tool #12248

    Response: Jo Anne Leslie, Henry Ford Health System
    Date: January 27, 2017 2:26 PM
    Henry Ford Health System has an online tool in our employee portal as well. We have bee using it for a few years and it has been quite well accepted. We have even had a couple physicians complete it with ease. I’m not sure what platform it’s on since we worked with our IT staff on that part. We use CBISA software, and set it up exactly following the input fields on CBISA.

    in reply to: Reporting Tool #12247

    Response: Ebony Brown, Saint Francis Hospital
    Date: January 27, 2017 2:18 PM

    We do not use a form but we did create a shared calendar where people can create a meeting request for the day of an event and add all of the necessary information into the body of the meeting invite. If I have questions about an event, I can see who created the invite and contact them directly.

    in reply to: Reporting Tool #12246

    Response: Don Thompson, CHRISTUS Health System
    Date: January 27, 2017 1:27 PM
    One of the hospitals in our CHRISTUS Health System is currently piloting an online CB reporting form that our Associates access in the employee portal. It has been very well received and is being well utilized, with much of what is being reported having gone uncaptured up to now. It is a form that IT created and tailored for the particular hospital(s) and literally takes 1 minute to complete and submit. Upon submission, the completed form is forwarded to the reporter to enter into CBISA. Once the bugs are worked out we will tailor the form for our other facilities and implement it system wide, which we hope will happen in the last quarter of our fiscal year (April – June).

    If you send me a separate email I will follow up with you once we have moved it out of the piloting stage.

    Don Thompson

    in reply to: Reporting Tool #12245

    Response: Melissa Cullum, Mercy Medical Center
    Date: January 27, 2017 12:48 PM
    We do have a form built into our intranet/portal where we ask staff to fill in information.

    We ask them to put name (use search box), department number (use drop down list), employee # (free text), description of activity (free text), # of hours (free text), were they on hospital time yes/no (drop down), what community need did the activity address (drop down based on CHNA needs)?

    This is able to be exported to Excel. I review the previous month’s entries at the beginning of the next month and reach out for clarification or remove if not really community benefit and assign the appropriate cb category. I then submit to our finance department which attaches the related expense.

    in reply to: Reporting Tool #12244

    Response: Lisa Kelly, St. Mary’s Healthcare
    Date: January 27, 2017 11:18 AM
    This is a great idea. We do not have one, but I just “Googled” this topic and found several non-profit survey monkey templates.



    in reply to: Program Documentation #12242

    Response: Jeanne H. Manske, Billings Clinic
    Date: October 6, 2016 4:23 PM
    Yes, they submit hours like the Community Benefit staff. Also, their job description should include working on IRS 990 Schedule H and Community Benefit. This goes under G. Community Benefit Operations, G1.

    in reply to: Program Documentation #12241

    Response: Cindy Garland, Saint Thomas Health
    Date: October 5, 2016 5:29 PM
    What documentation do you use for staff costs for managing or overseeing CB program (not the CB staff but the (1) VP charged with supervising the CB staff and program, and (2) the accounting folks (outside of CB) that track and report CB AND what do you put that under in CBISA? Do they submit hours they spend?



    Response: Mark Ohrtman, The University of Chicago Medicine
    Date: September 23, 2016 3:44 PM
    All very helpful.

    Thank you!!

    Have a great weekend, all.

    My best,

    Mark Ohrtman
    University of Chicago Medicine


    Response: Marti Bailey, Sibley Memorial Hospital
    Date: September 23, 2016 3:57 PM
    It is my understanding that the cost to the hospital (in the example of unrestricted funds), is that the hospital could have used the funds to pay for building a new gym for physicians or something equal self-serving, but instead they spent it on building the community or providing care for underserved persons. That is what makes it countable.


    Response: Barbara Brower, Black River Memorial Hospital
    Date: September 23, 2016 11:19 AM
    I think if these philanthropic dollars are not being used to pay the salaries of those who are participating in the programs, (meaning salaries are being paid by hospital dollars) the staff time can be counted. The donated money did not “cost” the hospital anything, so whatever those dollars are used for, supplies, facility expenses, etc., they cannot be counted. That is my understanding.


    Response: Debra Ehret Miller, Allina Health
    Date: September 23, 2016 10:52 AM
    Hi, Mark. My understanding is that if the funds were raised unrestricted and then it was decided to use it for this purpose, you can count the philanthropic funding. In other words, if the donors who gave money to the Foundation did not specify a purpose for the dollars, then it’s unrestricted and can count. If the funds were raised restricted—for the purpose of supporting this position—then you must off-set the revenue from the Foundation (but you may have other operational costs that are not entirely covered by the philanthropic funding which can count in full).


    Response: Carl Patten, Centura Health
    Date: September 23, 2016 10:41 AM
    It is my understanding that the expenses count if they meet the criteria for community benefit, but you would have to claim then philanthropic funding as offsetting revenue. So depending on the expenses versus the funding received you may have no net community benefit expenses, a negative or a positive.

    in reply to: Outgoing Calls for Patients #12233

    Response: Jo Anne Leslie, Henry Ford Health System
    Date: November 17, 2016 11:31 AM
    Hello Margaret,
    I think your first statement “calls for patients”…says it all. This is a service that you offer your Patients, not the general public, so I would not count it. It sounds like you have made this a “standard of care” at your organization, like many others have.

Viewing 15 posts - 1 through 15 (of 774 total)