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Custom Training Options

We offer a wide variety of training options so that you feel like an expert when using our software. Read below to help you decide what will work best for your organization.

CBISA™ On-Site Training

On-site training offers you the convenience of gathering your team all in one place and having our trainer come to you.  Any training may be customized to cover topics specific to the health system or health care organization.

All trainings are offered for a fee plus the trainer’s airfare or mileage.  The host site is responsible for providing a computer lab and coordinating the training with Lyon Software.  Each attendee should have their own computer in order to complete hands-on assignments, and class size should be limited to 25 or less. Lyon Software will provide materials and resources electronically for the training attendees.

Trouble finding a computer lab? Contact us for more information about our mobile lab that we can bring to you.

Basic Training

CBISA Basic Training is designed to meet the needs of Administrators, Coordinators, and Finance Personnel.  In this training we’ll cover a variety of topics, including:

  • A brief discussion about “what counts” as community benefit
  • Navigating through CBISA
  • Financial Defaults for consistent reporting
  • Adding Data Records
  • Financial Services for reporting to the community and the IRS
  • Both Narratives and Outcomes modules

Time is also often set aside to discuss implementation and consistency in reporting between reporting units.  Basic Training is geared towards the “beginner” on your community benefit team and is cost effective for systems with three or more reporting units.

Basic Training with Reporters

For stand-alone facilities or hospitals who purchase two licenses we recommend this Combined Training as the most cost effective option.  Basic Training with Reporters covers the information shared in the Basic Training; however, it is designed to train your entire team in one day. This includes System Administrators, Coordinators, Finance Personnel and Reporters.

The first half of the day is all about the Role of the Reporter, how to navigate CBISA, how to enter in data and the basics of reporting. After Reporters are dismissed, the second half of the day focuses in on the role of the community benefit champion and leadership team (Administrators, Coordinators, and Finance Personnel).  Financial defaults, strategies for working with Reporters, and effective reporting are covered in detail.

Advanced Training

CBISA Advanced Training is for experienced users (Administrators, Coordinators, and Finance Personnel). This course goes well beyond the “why” and “how” of data entry.  Attending this session will help you take your community benefit reporting to the next level.

You’ll learn how to effectively use the utilities built into CBISA, discover important reports to share with your stakeholders, and go in depth into topics like the CHNA, program evaluation, and the IRS 990H.  The Advanced Training is cost effective for systems with three or more reporting units.

2-Day Training

CBISA 2-Day Training is a comprehensive training that combines the information from the Basic and Advanced training. It is designed for intermediate to experienced users (Administrators, Coordinators, and Finance Personnel). 

On the first day, you’ll review basic navigating, discuss the regulations and best practices for your CHNA, Implementation Strategy and the Needs Module.  You’ll also go through the steps for completing a Program Inventory, the framework for “what counts”, tracking statistics and effectively using financial defaults.  The day ends with the Role of Finance, inputting Financial Services and important information for the IRS Form 990H. 

Your second day of training begins with the Narrative module and effectively telling your community benefit story. Then we’ll move into a discussion about assessing and evaluating your programs.  Reporting strategies are discussed along with additional CBISA utilities and advanced features.

Throughout both days you will complete a 5-part case study that will emphasize how all of the data modules in CBISA work together. To close out your training, we’ll will walk you through best practices when working with and training your Reporters.

This training course works well for single sites as well as small or large systems. To get the best experience, the ideal number of trainees should be no less than 10 and no more than 25.

Reporter Training

This training covers basic instruction on navigating CBISA, updating a user account, entering program data and statistical occurrences, and adding narratives for those users with the permission level of “Reporter”.  We also encourage Coordinators to attend the session along with their Reporters to better understand the Role of the Reporter and offer support and leadership.  

The Reporter Training lasts between 3-4 hours and is a very hands-on experience with assignments and time for questions.  Our trainer can also include an educational session on “what counts” as community benefit.  You may schedule up to two sessions per day for your group.

Web Training

We offer multiple customized 90-minute web-based trainings for hospitals or healthcare organizations.

The “Role of the Reporter” session will help your Reporters understand their importance, the definition of community benefit, editing a user record, and adding data records. 

The “Role of Finance” session will train finance users on entering financial defaults, adding/editing statistical occurrence information, completing financial service records, and audit control and IRS 990 Schedule H reporting.  We can also offer a fully customized webinar for your group covering the CBISA information important to your organization. 

Each 90-minute session will include a question and answer time, and materials delivered to registrants electronically.  Included in the cost is the webinar connection and the toll free teleconference line.

Interested in learning more?


Contact Dominique Zeman at (419) 882-7184 or by email at dzeman@lyonsoftware.com