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CBISA Software Training


The following are the different types of CBISA users and will help decide what online training courses should be attended
Coordinator
  • Add/Edit/Delete all Defaults
  • Edit Reporting Unit information from Organization Defaults
  • Add/Edit/Delete Needs (CBISA Plus™ only), Partnerships, Programs, Occurrences, Financial Services, Narratives, Outcomes
  • Copy/Move certain records
  • Approve pending Programs, Occurrences, Narratives, and Outcomes from a Reporter
  • Access record filters
  • View, print and export all reports for a single reporting unit
  • Create user accounts for Coordinators, Reporters, Finance and Senior Manager
  • User Provisioning may be turned on/off for this permission level (see Advanced User Options below)

Finance
  • Add/Edit/Delete Fringe Benefit %, Average Salary Rate (Reporting Unit and Group rates), Operating Expenses, Direct/Indirect Costs (Financial tab, Reporting Unit Screen)
  • Add/Edit/Delete average hourly pay rates for Departments (Defaults)
  • Add/Edit/Delete all records in the Financial Services Module
  • Add/Edit/Delete/Copy/Move Occurrences
  • Access record filters
  • View, print and export all reports for a single reporting unit


Reporter
  • Add/Edit/Delete pending Programs, Occurrences, Narratives and Outcomes records
  • Copy Occurrence records
  • May or may not add Programs (see Advanced User Options below)
  • View, print and export available reports
OUR ORGANIZATION

About Us
Our Members
Board of Directors
GIVE US A CALL

Office Phone / Fax
(509) 782-5030
SHIBA Medicare Hotline
(888) 452-0731
Self-Care Management Education
(800) 782-3204
SEND US A MESSAGE

Submit
LOCATION

Main Office
504 S. Chelan Ave, Bldg. B
Wenatchee, WA 98801

  • HOME
    • Regional Wellness Events Calendar
  • Community Care Coordination
    • Health Homes
  • ESPAÑOL
    • Educación de salud >
      • Talleres Calendario
      • Tomando Control de ​Enfermedades Crónicas
      • Dolor Crónico
      • Manejo de la diabetes
    • Seguro de salud
    • Voluntarios (facilitadores de programas) >
      • Tome el próximo paso
  • HEALTH EDUCATION
    • Workshops Calendar
    • Chronic Disease Management
    • Chronic Pain Management
    • Diabetes Management
  • HEALTH INSURANCE
  • VOLUNTEER
    • Take the Next Step
  • ABOUT US
    • Board of Directors
    • Employees
    • Board Member Docs
  • Dolor Crónico
  • Manejo de la diabetes
  • Tomando Control de ​Enfermedades Crónicas