New Year, New Features – And Two New Multi-Unit Reports!

• Department Rate Updates Now Faster and Easier!
  • Want a way to update your Department rates for the year without having to go in and out of all the edit screens? Behold the Quick Edit button! One click of the new Quick Edit button allows users to change any and all Department rates directly from the display grid itself. Check it out!

• “Programs with Pending Occurrences” Filter Added for Reporters
  • Reporters can now use the Filter Programs field to limit the entries displayed on the Programs page to only those with pending Occurrences (or Programs) they themselves created. This makes it much easier for Reporters to quickly find their existing pending Occurrences when correction or further editing is needed, or when it’s necessary for more Occurrences to be added.

• Two New Multi-Unit Reports Added
  • Multi Directory of Goals: Same data as the Director of Goals – Summary report for single sites, but now with a column for Reporting Unit name after the Goal Title column
  • Multi Directory of Indicators: Same data as the Director of Indicators report for single sites, but now with Reporting Unit name as the first column on the report

Fresh Fall Functionality!

• Favorite Reports Menu Now Available!
  • We’ve added the Favorite Reports Menu as a new selection under Defaults to empower any user to create their own personalized menu of up to 20 preferred reports. Upon opening the menu, the user will then just check the boxes next to their favorite reports on the screen and click Save to confirm. Those chosen reports will then be readily available for that user under their Favorites Menu List option at the top of their Reports and Listings drop menu. Reports selected for this menu can then be removed by the user at any time.

• Multi-Unit System Administrators Can Now Lock or Close Fiscal Years for Multiple Reporting Units Simultaneously
  • System Administrators for Multi-Unit Organizations now have the option to save time and hassle when locking or closing fiscal years by selecting multiple reporting units at once for either operation. For the full scoop on both, click HERE!

Almost New!

• Moving Multiple Occurrences Now Permitted!
  • Occurrences no longer restricted to only being moved individually. They now can be multi-selected and moved en masse from one Program to another, and/or (for multi-unit Organizations) one Reporting Unit to another.

• Report Added for Partnership Types
  • Remember the Partnership Type field we told you about last time? We’ve now added a report for it! The Partnerships – Selected Partnership Types report is now available as Number 13 on the Partnerships reports list.

• Save and Link Button Added to Occurrence Screen
  • Want to link your Occurrence to other modules but aren’t sure how to do it? Or maybe you have the needed knowledge but never remember to use it? We’ve got you! We now offer the Save and Link button to the Occurrence screen, which enables you to link your Occurrence as needed, AS you’re saving it. So, no excuses for missing it NOW, Buster!

• Hold on to Your Mouse – The Occurrence Web Form is Here!
  • You wanted it, you’ve got it! For users with staff members having key community benefit data to enter, but not a CBISA™ user account, the Occurrence Web Form provides a means by which those staffers can enter that data without first needing access to - or training for - the full CBISA™ software platform. Data entered by way of the Web Form is immediately sent upon completion into the CBISA™ database as a pending Occurrence, awaiting review and import by a CBISA™ System Administrator or Coordinator.
  • mailto If interested, please contact Dominique Zeman at dzeman@lyonsoftware.com for details!

• And Hark! Notification to Alert You of an Improved Notification Alert
  • On the Financial Defaults screen, the alert message prompted by entry of an Indirect Percentage greater than 1.0 has now been modified to include clearer verbiage to better explain its meaning. The message now reads, “Warning: You’ve entered a percentage over 100%”

Been New So Long, It’s New No More!

• Secure for Sure! Optional Two-Factor Authentication (2FA) is HERE!
  • For those who want it, we now offer the option of two-factor authentication for logging into CBISA™. Just go to Defaults>Users, find and highlight your user name line, click Edit and then check the 2FA Authorization box.
  • Upon next login attempt, click the prompt to have verification code emailed to applicable email address that appears in the Email field above.
  • Check Inbox for code arrival, and then enter code as instructed into the provided field to complete the login process.
  • Any user can select this option, but users only have the option to select it for themselves, the selection cannot be made for other users.
  • For more information, click HERE!

• The Digits are BACK! By Popular Demand, Reports Are Now Numbered Again
  • Many folks have reached out to us wondering why reports haven’t been numbered in the new version of CBISA™ as they had been in its earlier version. The simple reason for this is because the migration provided an opportunity for us to add new reports while re-examining some existing reports, which then led us to consider more deeply how we might want to arrange them all as we began moving forward in the new platform. Now that the dust has settled, and the reports are comfortably in place where we feel they belong, we’ve decided it’s now time to rightly dignify our reports with some proper numbering. Enjoy!

• “What the– Who Imported This Occurrence??” “Imported by” User Name Now Included on Occurrence Screen, When Applicable
  • For Occurrences entered by Reporters and then imported by Coordinators or System Administrators, lines have now been added to indicate who imported the entry and on what date. This feature has been added in response to requests we’ve received from some System Administrators who’ve told us the additional information would help better illustrate for them who in their organizations have been responsible for overseeing what. Let accountability REIGN!!

• Partnership Types Added
  • Partnership Type is now available as an additional field for entries made in the Partnerships module. The field has been added to provide users a clearer way to indicate the primary function of the partner itself, and with it, the intended purpose of the Partnership that’s been created with said partner. In time, Partnership Type will be added to a number of applicable reports to help users better visualize which Partnerships are assigned which Partnership Types, how their numbers may compare between them, etc. Partnership Types can be found in the Defaults menu as a list of standard selections, which can then be expanded in accordance with each organization’s specific needs and preferences.

Still 2024, Just Not Quite NEW…

• 2014 and 2015 Data Cleared to Accommodate Incoming Future Years
  • Out with the old, in with the new! To make room for the addition of upcoming fiscal years in the CBISA™ database, old years outside the IRS’s seven year window of audit reach need to be removed accordingly. With fiscal year 2025 availability needed in the near future for many client organizations, the time has come to remove data from both 2014 and 2015 to make room for it. We held 2014 in place for an extra year to accommodate the ongoing migration to our new software platform, which has now come to an end. Therefore, the addition of new fiscal years in the future will only result in the removal of ONE old year at a time, and not two.
    • For our veteran client organizations, do recall that this does not mean your 2014 and 2015 is completely GONE. It is still safely archived, in its entirety, in your old “cbisaonline” platform – available for you whenever you may need it. If you ever need help accessing your old site for any reason, please contact us at support@lyonsoftware.com for enthusiastic help!

• FAQs – You Ask Frequently, We Answer Thoroughly!
  • Got questions? We’re happily here to answer them! In fact, the answer you need may already be waiting for you in our new FAQ sheet, found here, and also accessible among the many other resources available to you on our Support Center page. And of course, for any answers not found there, you still have us at your service at support@lyonsoftware.com!

• More New Reports!
  • New reports are being added all the time. Feel free to check them out at your leisure, but here are two recent examples to note:
    • Two Year Comparative by Program
    • Multi IRS Ratio of Patient Care Cost to Charges – Extract (Multi-Unit Only)

• …And Did Ya Know?
  • The “View Extended Report” option available for some Occurrence reports provides extra columns for staff and volunteer hour listings!
  • The History Panel is available at the bottom of your module screens. Just click the small white square in the lower right corner the window to activate it. When clicked, a grid will appear that displays a record of all activity performed for that entry.

Update Roundup - November 2023

• New Reports Added!
  • Programs – Linked Needs (Single and Multi-Unit users)
  • Multi-Unit Data Extract (Multi-Unit only)
  • Multi Summary of Community Service Expenses (Multi-Unit only)

• Improvements to Note
  • “View Extended” option added for Multi Occurrences – Selected Users report
  • Multiple entry delete functionality now available in Financial Services screens
  • Improvements to the Export to Excel and CSV function in Reports and Listings continue – including 8 reports improved here in our latest build!

Slightly Older News… September 2023

As mentioned above, we continue to make further improvements to the export feature in Reports & Listings. If you are displaying and exporting financial data reports (Programs, Summary, Statistics - single and/or multi reports), the best option for export may be CSV. You will notice some formatting and merging of cells is present in XLS and XLSX files which may require additional manipulation of data to obtain your desired results.  If you need help exporting reports or are finding a specific report to be difficult to work with, please reach out to Customer Support at support@lyonsoftware.com .

Here are some particular enhancements and additions we’ve made to the reports that we’d like you to know about!

• Persons Served and 2nd Output added to the Summary By Month report

• Summary page added to Statistics>Occurrences – Selected UDC report (Single and Multi versions)

• Multi Financial Services Detail report added (Multi-Unit Organizations only)

• Report menus now arranged in a more logical way, with relevant reports grouped together and listed in sequences more closely following those found elsewhere in the software

Less Recent News – May 2023

• Occurrences Updates!
  • Negative Number Entry Now Permitted in Applicable Fields
  • Clicking Program button – upper left – now returns you to the top of the applicable host Program for the Occurrence(s) you’re working on, not all the way back to the Program grid

• New Report Added: Programs – Selected Departments

• Error 500 Screen Overhauled to Include Brief Explanation and Helpful Instructions
  At one time or another, some of you may have received an “Error 500” message in CBISA™, with no guidance as to how best to proceed from there. Going forward, in the event you ever DO incur an error message in the software, it will now come conveniently equipped with a short list of easy steps to quickly correct the issue and move forward with your work. That said, our ever-approachable Support staff is still no less available to you, as always, at support@lyonsoftware.com!

Reports News – March 2023

• New Statistics Report Added: Occurrences – Elements of Offsetting Revenue
  Similar to Elements of Offsetting Revenue, but with Occurrence data added for each applicable Program

• Statistics Reports Menu Reorganized for More Logical Flow

• Elements of Cost and Elements of Revenue Reports Have MOVED!
  Both reports are now located in the Programs report menu, as neither report includes any Occurrences data as other Statistics reports do. Move applies to both single site and multi-unit reports (where applicable).

4th Quarter 2022

• Audit Report Added for State Reporting!
  For users in states where additional state reporting is required, a new report has been added to enable users to verify their Programs were properly coded upon entry. The report is a simple list that includes Program Title, Category and applicable State Code, and will save users the hassle of checking each Program for coding onscreen.

• Not New, But Helpful Tips for Better Speed!
  • Change the Page Size setting (lower right corner) to a smaller number, like 20 or 10. This reduces the amount of data the software has to process when moving from one screen to the next.
  • Use your “sort/search/filter” fields (blank fields at the top of most columns) where applicable to minimize search time. This move actually works well with the first tip. For example, if you need to enter an Occurrence for a Program starting with “S”, don’t scroll from page to page looking for the Program – just enter the first word (e.g. “Surgical”) into the “sort/search/filter” field atop the Title column and the software will do the scrolling for you! Also note the fields that have the little funnel-looking icon to the right of them have additional sorting tools for the field - “begins with”, “contains”, etc. – that provide even more granular search results.
    • PLEASE NOTE: The “sort/search/filter” fields remain populated until you manually clear them out. This means if you use them and then log out without returning them to their normal empty status, the filtering criteria will remain in place the next time you log in, and may very well leave you wondering where all your other entries went! No real harm done when it happens, but it’s certainly a startling jolt you can well live without.

• (NEW!) User Level Added – Behold the Contributor! (And Multi-Contributor for Multi-Unit Organizations)
  The Contributor User Level has been created to help bridge the functionality gap between a Reporter and a Coordinator.

• Contributors CAN:
  • Input data that requires no importing by a Coordinator or System Administrator
  • Complete data input for records initiated by a Coordinator or System Administrator
  • Edit active records created by Reporters

• Contributors CANNOT:
  • Add New Programs
  • See Rates
  • Manage Users
  • Access Financial Services
  • Import Pending Records

• Report Enhancements
  • Category now added to all Program reports
  • Total Occurrence Count added to Occurrences Selected Programs, Selected Categories and Selected Departments reports

• Report Enhancements – Multi-Unit
  • All Groups, All Regions, All Entities added as report grouping options
  • Some reports renamed to include “Category” for clarification where applicable

• Organization Contact Field Added to Partnerships Module
  The Partnerships Module now features an Organization Contact field – created for entering contact information for the specific person in your Reporting Unit working most closely and most directly with the Partnership being entered.

• Department Import - Phase One is HERE!
  We’ve added a feature enabling you to import departments into an empty Department table, or to append an existing table with new Departments. It works in much the same manner as our Financial Services Import feature, and full instructions can be found by clicking HERE!