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.
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.
When implementing openIMIS it is important to look at the bigger picture to see where policy, process, practice, and technology come together. This holistic view will enable you to assess what type of changes (policy, process, or technology) need to happen at each level of the implementation process and how these impact each other. Decisions can then be made on the approach to openIMIS implementation (design and planning) which will impact on customisation/configuration requirements and the project timelines and budget.
Within the context of openIMIS we recommend that implementation includes: resource planning, workflow review, system (openIMIS) deployment, training/capacity building, and change management. This page is relevant with regard to training/capacity building and offers assessment tools as a prerequisite to resource planning.
Support of the openIMIS Global Initiative
Rolling Out openIMIS
Assessing Readiness to openIMIS
Communicating and Advocating the Change
Capacity Building Programme
As with other capacity building (CB) programmes, it is best to start with the identification of staff who are key to the installation and roll out of openIMIS and assess their capacity level with regard to IT systems and digital technology. This will allow 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. OpenIMIS has the potential to bring about significant efficiency gains in your business processes and it is immensely valuable if your key staff are aware of and invested in these gains so that they take part in driving the change.
Those implementing 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 competency amongst your key staff to deploy and customise openIMIS to your business processes.
Together in the openIMIS Global Initiative, we have been developing training packages for different audiences at every organizational level. We have compiled the training packages to serve as a menu for you to choose from according to what is applicable to your organisation and what has been established as your CB needs. The table below provides a list of materials that are available in this Wiki and the recommended staff for whom these materials might be relevant. Although a number of the materials are self-instructive, there is need for customisation of the materials especially when it is time to install and deploy openIMIS. This means that training on local operations would have to be done aligned with your own openIMIS application manual, which you would need to develop specific to your organisation.
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.
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 platform towards integration of the system to standard business processes. It has a two-step objective of:
A. Introductory training modules in online format
Audience/ key staff
Conduct of schematic analysis for openIMIS
Powerpoint slides (customisation required)
Module 1: Introduction to OpenIMIS
Managers & Users
Webinars (delivered by AeHIN)
Instruction in how to access the Demo Server to test the system
Demonstration of how to log-on, access and try-out the Demo Server
Hands on experience of openIMIS functionality
Instructional guide on how to navigate the Demo Server and explore the extent of its functionalities
Video guide on how to add new or modify existing dataset in the system
OpenIMIS Digital business processes
User guide text
B. On-site training for installation and deployment
Audience/ key staff
Country-specific openIMIS Application Manual
Classroom and hands-on training sessions
Steps to follow to complete the country localisation process
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.