This document summarizes the openIMIS features provided by the Policies module.
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there are filters on the location… but a policy is not linked to a specific location. So we assume the location criteria are on policies' families (… which can be down to ‘village’).
when double clicking on a policy from the list, the legacy app opens the family overview (!), we’ll replace this by the default behavior (open the entity itself - in this case the policy, but add a ‘open family’ button in the rows to access the family overview from the policies (i.e. as we did for the insurees)
Note about the ‘historical’ checkbox:
The search in ‘historical’ values makes the assumption that archiving is performed “in live table”. This mechanism is under review (for performance reasons). This criteria may not be available anymore (depending on the new archiving mechanism chosen).
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The policy ‘values’ (deductibility ‘in-patient,…) influenced by the product (i.e. distinct values to fill in depending on the product 'parameters’), please check Policy Value Calculation.
Policy amendments are not implemented. To change anything in a policy, one has to close/reopen (or renew) a policy. More specifically:
when adding a member to the family, the member is (by default) not covered by the policy (need to be added in the tblInsureePolicy)
when removing a member from a family, he remains covered by the policy until policy expiry (or anticipated renewal).
Policy status are Idle, Ready, Active, Suspended and Expired. When creating a new policy, it remains in status “Idle” until contribution is recorded for it… in which case it either (based on [ActivationOption] value in [tblIMISDefaults] table, configuration) switches to:
“Ready” status (waiting for payment before switching to “Active”)
… or straight to “Active” status (without waiting for payment)
once expiry date over, the policy switches to ‘Expired’ (via the policy renewal batch).
An Idle or Active policy can be switched to ‘Suspended’ via the ‘pause’ action button, for “Expired” or “Suspended” policies, the ‘pause’ button is replaced by a ‘renew’ button:
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Deleting a Policy
Simple delete (logical, by adding the validity_to date), with confirmation dialog.
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