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- Login to the application with the provided account on the login page. Ideally You can also create your own user accounts which logins in with a familiar name and location but ensure the right roles and locations allocation that you wish to demonstrate.
- Start with addition of the head of the household/unit to be enrolled (Insurees and Policies → Add Family/Group). To reduce the demonstration time focus mainly on mandatory fields but in case specific data entry needs exist then ensure they are also covered (eg. if poverty status is captured by the insurer then cover this field). Keep track of the unique Insurance Number and the location in case you want to use the same example for subsequent processes.
- Once household head is saved start building the rest of the family by adding one person at a time (Insurees). Depending on time decide how many members you want to add.
- Add a policy to the family (Policies) and indicate an Enrolment date in the past to ensure the product configured was valid by this date (if not the product will not show in the drop down) and that if you use an individual from this family to demonstrate claim submission later then the claim date should be after the Start Date of the policy.
- Add a contribution (one or multiple payments) against the policy (Contributions) and ensure the total payment matches the policy value in order to make the policy "Active".
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- Login to the app as an Enrolment Officer (EO code: E00005, Login name: sidsri, Password: sidsri2019)
- Start with capturing the picture of all members of the household against their allocated individual unique insurance IDs. Start with the head of the household/unit to be enrolled (Menu → Acquire). Keep track of the unique Insurance Number of each person.
- Capture data of each person starting with the head of the household (Menu → Enrol → +). To reduce the demonstration time focus mainly on mandatory fields but in case specific data entry needs exist then ensure they are also covered (eg. if poverty status is captured by the insurer then cover this field). Keep track of the unique Insurance Number and the location in case you want to use the same example for subsequent processes.
- Once household head is saved start building the rest of the family by adding one person at a time ("+" symbol). Depending on time decide how many members you want to add.
- Add a policy to the family (Policy → +) and indicate an Enrolment date in the past to ensure the product configured was valid by this date (if not the product will not show in the drop down) and that if you use an individual from this family to demonstrate claim submission later then the claim date should be after the Start Date of the policy.
- Add a contribution (one or multiple payments) against the policy (
3 vertical dots → Payment → +) and ensure the total payment matches the policy value in order to make the policy "Active".
- Upload the enrolled family to the web application (Menu → Synchronize → Upload Enrolments) using the login credentials of the Enrolment Officer given above.
3.b. Health service utilization
Enquire ID: 174000002
- Using web application
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Points to cover:
- Describe a standard process first which might go beyond the use of openIMIS. This helps visualize and understand where openIMIS fits in. If you have an idea then ideally try to tailor this to the actual process that is followed by the insurer who you are demonstrating the system to.
- Demonstrate the use of the web application and/or the mobile application and show how an individual with an insurance number can be inquired to establish the persons identity and eligibility.
Using web application
- Login to the application with the provided account on the login page or the account you created.
- Enter the individuals Insurance Number in the Search Insurance Number field (top right of the page) to get the picture and eligibility details of the individual. For demonstration use an existing case in the system (eg. 174000002).
Using mobile application
- Login to the app as an Enrolment Officer (EO code: E00005, Login name: sidsri, Password: sidsri2019)
- Enquire (Menu → Enquire) the individual by either scanning the Insurance Number of the individual or typing it directly in the app. For demonstration use an existing case in the system (eg. 174000002).
3.c. Claims process
Claims Submission
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