Welcome to the Implementation Starter Kit page, which provides useful information, training resources, and tools to get you started with installing and deploying openIMIS to manage your health insurance scheme needs. 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.
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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. |
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If you feel that you require more familiarity with openIMIS, you can browse through the Material for Communication and Starter Kit in this Wiki. (hiding this link until the page is cleaned up) |
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Licence and Development Guidelines |
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Scheme Analysis
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Demo Server
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Rolling Out openIMIS
Examples of roll-out timeframes and factors
In Tanzania the system was introduced in one region (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 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
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.
Training Packages
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.
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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 platform towards integration of the system to standard business processes. It has a two-step objective of:
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A. Introductory training modules in online format
Materials | Content | Audience/ key staff | Delivery Design | |
1 | Conduct of schematic analysis for openIMIS | Managers | Powerpoint slides (customisation required) | |
2 | Module 1: Introduction to OpenIMIS | Managers & Users | Webinars (delivered by AeHIN) | |
3 | Instruction in how to access the Demo Server to test the system | Users | Self-instructive text | |
4 | Demonstration of how to log-on, access and try-out the Demo Server | Users | Video tutorial | |
5 | Hands on experience of openIMIS functionality | Users | Hands-on practice | |
6 | Instructional guide on how to navigate the Demo Server and explore the extent of its functionalities | Users | Self-instructive text | |
7 | Video guide on how to add new or modify existing dataset in the system | Users | Video tutorial | |
7 | OpenIMIS Digital business processes | Users | User guide text |
B. On-site training for installation and deployment
Materials | Content | Audience/ key staff | Delivery Design | |
1 | Country-specific openIMIS Application Manual | Users | Classroom and hands-on training sessions | |
2 | 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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