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The steps indicated under Implementation Steps go beyond just the customization and implementation of the openIMIS software as there are a number of dependenciesfactors. The scale of the roll out (few villages or few regions, etc.), multiplicity number of actors involved in the implementation, establishment of appropriate policies and insurance entity, political reasons, procurement matters, amongst others are factors that have significantly impacted the time frame for rolling out openIMIS in in the past. Hence it is difficult to suggest the ideal time frame for rolling out the software.

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To utilize openIMIS optimally, it is best to start by outlining and describing your organisation’s processes, particularly, how information is or shall be processed. The software’s functionality can be customised and user roles defined based on your organisation’s procedures and offered services and in accordance to your policies on how to manage claims. We suggest that you use the Scheme Analysis template in reflecting on your business processes and the appropriateness and relevance of openIMIS to your system. You will need

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Regulatory amendments:

As part of the implementation and planning process it is important to consider that

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the implementation of openIMIS may require some regulatory amendments

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for electronic processing of data

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. This could have an implication on the health financing/insurance act or any legal basis of your system.

It is t will come as no surprise that openIMIS will need resource and material investment to run at optimal capacity. We list down the Resource requirements for openIMIS to give your organization an overview of what this investment contains. We implementing and operating openIMIS will require the allocation of adequate resources. The resources necessary to optimally run OpenIMIS are listed in Resource requirements, and for your convenient use we have also developed a Costing Tool, which you can use to estimate how this investment translates to these resources translate in monetary terms.

Once your organisation makes the decision and commitment to adopt the openIMIS for your business process, it helps to know what you will need to work on in installing and deploying the platform. The Rapid Appraisal toolkit will help you determine your readiness to openIMIS and the gaps you will still need to address prior to embarking on the system change.

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As with other capacity building (CB) programme, it is best to start with the identification of staff who are key to the installation and roll out of openIMIS and an assessment of their capacity level with regard to IT systems and digital technology. This allows you to customise your CB according to the specific needs of your organisation. In general, we consider the programme to have the aim of attaining proficiency among relevant personnel in the use of the openIMIS platform towards integration of the system to standard business processes. The openIMIS OpenIMIS can bring about efficiency gains in your business processes and it would be ideal that is immensely valueable if your key staff have this appreciation are aware of and invested in these gains so that they become take part in driving the change in your system.

We categorise the main drivers of change towards digitalising your system to be the Those driving the change to digitialising your system can be broken down into three main categories consisting of managers, administrators and users. Your organisation’s CB programme would need to incorporate learning objectives specific to them as the roll out of openIMIS will rely heavily on their knowledge and application of the platform. To ensure that your CB and training activities deliver on learning results for your key staff, we suggest that your specific CB objectives refer to their working understanding of the functionality of the platform and their ability to navigate and use the application with ease. It is also important that your CB programme achieve technical competence amongst your key staff to deploy and customise openIMIS to your business processes.

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Learning objective (Recommended):

The CB plan has the overall objective of attaining proficiency among relevant personnel of the agency in the use of the OpenIMIS 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 openIMIS by technically competent staff towards customisation of the system to business processes.

A.

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 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.

On-site training for installation and deployment

Materials

Content

Audience/ key staff

Delivery Design

 1

Customized manuals e.g. Nepal

Country-specific OpenIMIS 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

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