This document summarizes the openIMIS features provided by the Persons & Families module.
it naturally references the current openIMIS documentation (the Web application user guide)
… and the openIMIS functional design specifications (2017, referring to TZ version)
it provides some refinements deduced from legacy code readings
it lists taken hypothesis (whenever ambiguity or incomplete description was encountered) and attention points for the migration to the new openIMIS architecture
The module features are, among others, used within the scope of Beneficiary Enrollment business processes.
Access rights
An insuree/family is attached to a health facility (as First Service Point). Besides role-based feature access control (cf. Actors and Roles here below), all insuree/family management actions (querying, entering, ...) are limited by user’s location(s) scope: users can only access/manage insurees/families listed for his registered health facilities.
Actors & Rights
Health Facilities staff
Receptionist:
Search (and verifies) for patient data (in the scope of claim entering)
//note: does not have write permission!
Scheme administrator & district Staff
Clerck & Enrolment Officer:
Search, create, modify and delete insurees and families
Accountant:
Search for insurees and families (in the scope of contribution management)
//note: does not have write permission!
NOTE:
The other profiles are NOT allowed to search (see the details of) insurees and families: Claim Administrator, Claim Contributor,…
Other IT System (API calls)
Enter insurees/families
List (active) insurees/families
Family management Features
Find Family
Classical search/result panel page, with classical search criteria (family name,…).
Note about the ‘historical’ checkbox:
The search in ‘historical’ values makes the assumption that archiving is performed “in live table”. This mechanism is under review (for performance reasons). This criteria may not be available anymore (depending on the new archiving mechanism chosen).
Family/Group Overview
Family/Group Page
Adding a Family
Editing a Family/Group
Insuree management Features
Find Insuree
Insuree Page
Adding an Insuree
Editing an Insuree
Deleting an Insuree
Batch processing
Today nested in Policy renewal batch processing, there is a batch to identify insurees for which the photo is missing/outdated. This batch will be (technically) split from the policy renewal (sys admins will be able to schedule it in the same time frame but it will be a separate job).
Operational reports/print-outs
Operational reports/print-outs are the necessary reports/print-out in ‘day to day’ management of Insuree & Families. Are not included in this module: the ‘BI’ reports (accessible via the Tools | Reports menu entry).
There is no operational report/print-out in insuree & families module. There is a “beneficiary card” field at insuree level to depict wherever the insuree has a beneficiary card (or not), but the beneficiary card is not generated from the openIMIS application.