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Welcome to the Implementation Starter Kit page, which provides useful information, training resources, and tools to get you started with installing and deploying openIMIS in your system. We have compiled these resources with the aim of providing an overview of the requirements of the system and walk you through learning tools we have at hand as your organization takes the openIMIS path to digitalizing your business processes.

Info

OpenIMIS is an application to process health financing scheme information. It connects beneficiary, provider and payer data to manage core data from patient’s registration to transmission of services data and verification of financial claims for services.

If you feel that you require more familiarity with openIMIS, you can browse through the Material for Communication and Starter Kit in this Wiki.

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Hence it is difficult to suggest the ideal time frame for rolling out the software.

Examples of roll-out timeframes and factors

In Tanzania the system was introduced in one region (

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seven districts) in stages starting in 2012 and subsequently rolled out over the course of 2013. The insurance scheme continues to evolve since including development of new modules leading to continuous iteration of some of the implementation steps above. In 2016 within around four to six months (including entry of legacy data), the solution was rolled out in two new regions which transitioned from an existing scheme to a reformed scheme including openIMIS. In Cameroon the scheme was rolled out on a smaller scale (only web solution and some offline installations without the mobile phone component) across two administrative regions in around three months from the point of selection of the solution to training and roll out. In Nepal a time frame of around

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seven months was foreseen for finalizing the design aspects to rolling out a new national scheme (and hence the software) in a couple of districts, which in reality was stretched quite significantly due to political changes and delays in set up of the accompanying structure and policy framework.

Assessing Readiness to openIMIS

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You can use the table below as a base to build your organisation’s CB plan. When ready, you are welcome to run the introductory training packages with your key staff. We will be interested to hear your feedback. While Part A is more generic, Part B and C of the CB plan would have to be customised to your situation. We have shared examples of different customizations of Part B for your reference.

Tip

Learning

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Objective: (Recommended)

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The CB plan has the overall objective of attaining proficiency among relevant personnel of the agency in the use of the openIMIS platform towards integration of the system to standard business processes. It has a two-step objective of:

  1. Providing orientation about the functionality of the platform and hands-on feeling on its use and application; and,

  2. Deployment of openIMIS by technically competent staff towards customisation of the system to business processes.

Training Segments

The three recommended training segments for implementing openIMIS are outlined below.

A.

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Introductory training modules in online format

Materials

Content

Audience/ key staff

Delivery Design

 1

Generic Training Approach

Conduct of schematic analysis for openIMIS

Managers

Powerpoint slides (customisation required)

2

Training modules

Module 1: Introduction to OpenIMIS
Module 2: Setting up and localising openIMIS platform

Managers & Users

Webinars (delivered by AeHIN)
Powerpoint slides and video recordings of online trainings

3

Demo Server (Access Credentials)

Instruction in how to access the Demo Server to test the system

Users

Self-instructive text

4

Demo Server (System Set up)

Demonstration of how to log-on, access and try-out the Demo Server

Users

Video tutorial

5

Demo Server

Hands on experience of openIMIS functionality

Users

Hands-on practice

6

Demo Server (Script - Key Processes)

Instructional guide on how to navigate the Demo Server and explore the extent of its functionalities

Users

Self-instructive text

7

Demo Server (Screencasts - Key Processes)

Video guide on how to add new or modify existing dataset in the system

Users

Video tutorial

7

User Manual

OpenIMIS Digital business processes

Users

User guide text

B.

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On-site training for installation and deployment

Materials

Content

Audience/ key staff

Delivery Design

 1

Customized manuals e.g. Nepal

Country-specific openIMIS Application Manual

Users

Classroom and hands-on training sessions

2

Installation and country localisation

Steps to follow to complete the country localisation process

Administrators

Video tutorials

Will need to be supplemented with in-person training

C. Follow through sessions

The designation of master trainers to mentor and coach staff is an effective way to ensure that knowledge and skills acquired are applied and competently put to use. When conducting the training, it is ideal to identify talented power users who can eventually be tapped to train and oversee the rollout of the platform to the peripheral levels. Your CB plan must therefore include an approach to monitor performance against defined indicators using regular supervisory checks, coaching and mentoring.

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