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Welcome to the openIMIS technical documentation repository.

openIMIS is a versatile open source software which supports the administration of health financing and social protection schemes. It is specially designed to manage the complex, high-volume data flows which are required to operate such schemes by seamlessly integrating beneficiary, provider and payer data in a single platform.

This manual is a guide on the use and functionality of the software rather than in-depth technical reference. The Contents section, provide a reference to the page of each major chapter and the sub chapters within. By clicking on the content title (online version), the reader is re-directed to the position of the content title.

1. Web Application

1.1 Users and logins

1.1.1 Login

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1.1.2 Reset Forgotten Password

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1.1.3 Password change

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1.2 Claims

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1.2.1 Heath Facility Claims

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1.2.2 Review Claims

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1.2.3 Batch Run

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1.3 Administration of Registers

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1.3.1 Insurance Products

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1.3.2 Health Facilities

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1.3.3 Medical Services

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1.3.4 Medical Items

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1.3.5 Medical Service Price Lists

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1.3.6 Medical Item Price Lists

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1.3.7 Users Administration

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1.3.8 User roles/profiles

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1.3.9 Payers

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1.4 Group/family, Insurees and Policies

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1.5 Tools

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1.6 Offline mode

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1.6.1 Offline Facilities

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1.7 Group insurance

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2. Mobile Applications

User Manual – CHF-IMIS apps, relates to the versions 1.3.0 and newer (see the Remark)

Introduction

The Insurance Management Information System (IMIS) is the web based software supporting running of health insurance schemes. It includes functionality for a setup to requirements of health insurance schemes, administration of policies and policyholders and for claim processing.

The web forms used in IMIS are not adjusted to small screens of mobile phones and this is one of reasons why IMIS provides applications on the Android platform that can be used effectively in the field for preparation and retrieving of data for/from the web IMIS. There are two applications available that provide essential functionality for enrolment officers (IMIS Policies) and for claim administrators (IMIS Claims).

Both applications allow autonomous preparation of data (enrolment and policy data by IMIS Policies and claim data by IMIS Claims) and their on-line or off-line transfer to/from web IMIS. Principally both applications can be used also in the environment with no or just occasional access to Internet.

This manual is a guide on the use and functionality of the software rather than in-depth technical reference. The Contents section, provide a reference to the page of each major chapter and the sub chapters within. By clicking on the content title (online version), the reader is re-directed to the position of the content title.

The following conventions are used:

  • Hyperlink enable a quick link (using the online version) to the subject relating to the functionality,

  • Item means an item in a drop down list,

  • Label means a data field or a button,

  • Name of Page means a name of page or a data field in a text without hyperlink.

At any time while using the online version, the following shortcuts are available:

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