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Many Training Options to Suit Your Needs

We offer a variety of training options to help you become an expert user of CBISA. Whether you are a small critical access hospital, single site Life Plan Community, large hospital system, or multi-facility Senior Living organization, there is a CBISA training to fit your needs and budget.

We offer a set of standard training options, including webinar and on-site courses, that cover the topics that are important to you and your organization. If your unique needs are not fulfilled by one of our standard options, follow the link at the bottom of this page to our Custom Training options.


Lyon Software hosts the following regularly occurring training opportunities:


What’s New with CBISA

Learn about the most recent changes to CBISA during this free webinar session.

CBISA Basic Training

Our Basic Training is a hands-on course to provide new users with the information needed to get them started using CBISA. This course is designed for Administrators, Coordinators, and Finance personnel – those responsible for capturing, tracking, and reporting community benefit statistics, narratives, and outcomes. This is a full day of hands-on training with assignments, practical application exercises and discussion. All attendees must have a CBISA user account prior to attending. A training manual, lunch, and snacks will be provided.

CBISA Advanced Training

Our Advanced Training is a course designed specifically for community benefit professionals that covers a variety of topics. This course is a full day, hands-on training with opportunities to connect with other class participants and engage in meaningful discussion about “lessons learned from the field” and best practices. All attendees should have a basic level of experience and understanding of CBISA (data entry, defaults, previewing reports) and community benefit (definitions, categories, importance). A training manual, lunch, and snacks will be provided.

  • Advanced Training covers “hot topics” such as: IRS 990 Schedule H, CHNA, Evaluating Impact

CBISA Free Web Training

We offer free web training courses every month to help new CBISA users have a better understanding of our software program. These webinars are also a great option for experienced CBISA users who need a refresher. You’re welcome to repeat the sessions as often as necessary.

Visit the CBISA Support Center and scroll to the bottom to view current sessions and register for class.

Or, we can come to you! For On-Site and Custom Training options, Click Here.