Access to the reports is generally restricted to the users with the role of Manager, Accountant, Scheme Administrator and openIMIS Administrator. By having access to the Reports Page
, it is possible to generate several operational reports. Each report can be generated by users with a specific system role (Manager, Accountant, Scheme Administrator and IMIS Administrator) only or with a role including an access to Tools/Reports.
Pre-Conditions
Navigation
All functionality for use with the administration of Reports can be found under the main menu Tools
, sub menu Reports.
Clicking on the sub menu Reports
re-directs the current user to the Reports Page (Img. 243).
The Reports Page is divided into four panels (Img. 243).
Select Criteria
The Select Criteria panel or the filter panel allows a user to select specific criteria determining the scope of data included in the report. The criteria (Img. 273 – Img. 277) will change depending on the selected type of the report.
The general meaning of selection criteria for creating of a report is as follows:Date From
Type in a date; or use the Date Selector Button, to enter the beginning of a period, in which policies have their enrolment, effective, expire or renewal days, contributions were paid or in claimed health care was provided. If used with a report, it is mandatory. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.Date To
Type in a date; or use the Date Selector Button, to enter the end of a period, in which policies have their enrolment, effective, expire or renewal days or in which claimed health care was provided. If used with a report, it is mandatory. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.Payment Type
Select thePayment Type
from the drop down list by clicking on the right arrow. By selecting any of the options a user can filter the report on a particular type of the payment. This filter is not mandatory, leave it blank to preview the report on all the payment modes.Region
Select theRegion
; from the list of regions by clicking on the arrow on the right of the selector to select a region, data of which should be included for the report. Note: The list will only be filled with the regions assigned to the current logged in user. If this is only one then the region will be automatically selected.District
Select theDistrict
; from the list of districts by clicking on the arrow on the right of the selector to select a district, data of which should be included for the report. Note: The list will only be filled with the districts belonging to the selected region and assigned to the current logged in user. If this is only one then the district will be automatically selected.Product
Select theProduct
; from the list of products by clicking on the arrow on the right of the selector to include in the report data for the specific product. Note: The list will only be filled with the products belong to the districts assigned to the current logged in user. If this is only one then the product will be automatically selected.Month
Select theMonth
from the list of months by clicking on the arrow on the right of the selector to include in the report data relating to that month selected.Year
Select theyear
from the list of years by clicking on the arrow on the right of the selector to include in the report data relating to that year selected.Quarter
Select thequarter
from the list of quarters by clicking on the arrow on the right of the selector to include in the report data relating to that quarter selected.HF Code
Select theHF Code
; from the list of heath facility codes by clicking on the arrow on the right of the selector to create the report for the specific health facility. Note: The list will only be filled with health facility codes of health facilities belonging to the districts assigned to the current logged in user. If this is only one then the health facility code will be automatically selected.Enrolment Officer
Select the enrolment officer; from the list of enrolment officers by clicking on the arrow on the right of the selector to select enrolment officer data of whom should be included in the report. Note: The list will only be filled with the enrolment officers assigned to the current selected district. If this is no district selected the enrolment officers list will be filled by all districts’ enrolment officersPayer
Select the payer from the drop down list by clicking on the right arrow. By selecting any of the options a user can filter the report on a particular payer. This filter is not mandatory; leave it blank to preview the report on all the payers.Claim Status
Select the claim status from the drop down list by clicking on the right arrow. By selecting any of the options a user can filter the report on a particular claim status. This filter is not mandatory, leave it blank to preview the report on all the claim statuses.Sorting
Select the way of sorting of records in the report from the list of available ways of sorting (Renewal Date, Receipt Number, Enrolment Officer).Previous
Select the previous reports from the drop down list by clicking on the right arrow. By selecting any of the options a user can fetch a report which was produced before. Note: This filter is available only for Matching Funds Report.CONTROL NO.
Enter a control number to get a payment corresponding to the entered control number. This filter is not mandatory. Note: This filter is available only for Contribution Payment Report.PAYMENT STATUS
Select either Matched or Unmatched as the payment status. Note: This filter is available only for Contribution Payment Report.POSTING STATUS
Select the status of posting of requests for control numbers. This filter is not mandatory. Note: This filter is available only for Control Number Assignment.ASSIGNMENT STATUS
Select the status of results of requests for control number. This filter is not mandatory. Note: This filter is available only Control Number Assignment Report.INSURANCE NUMBER
Enter the insurance number of an insuree. This filter is not mandatory. Note: This filter is available only Claim History Report.MODE
Select the mode (Prescribed Contributions, Actually Paid Contributions) of calculation of commissions. This filter is mandatory. Note: This filter is available only Overview of Commissions.COMMISSION RATE
Enter a commission rate as % of an assessment base. This filter is mandatory. Note: This filter is available only Overview of CommissionsSCOPE
Select the details level of the report (Claims and All Details, Claims and Rejection Details, Claims Only)Date Selector Button
Clicking on theDate Selector Button
will pop-up an easy to use, calendar selector (Tab. 12) by default the calendar will show the current month, or the month of the currently selected date, with the current day highlighted.At anytime during the use of the pop-up, the user can see the date of today.
Clicking on today will close the pop-up and display the today’s date in the corresponding date entry box.
Clicking on any day of the month will close the pop-up and display the date selected in the corresponding date entry box.
Clicking on the arrow to the left displays the previous month.
Clicking on the arrow on the right will displays the following month.
Clicking on the month will display all the months for the year.
Clicking on the year will display a year selector.
Report Type Selector
This panel contains a list of available report types. A user can select to create a desired report by clicking on the report type list item (Img. 287) and narrow the report using the criteria being shown on the panel above, and then click thepreview
button to create the report. Available report types are:Claim History Report
Claim overview
Primary operational indicators - claims report
Percentage of Referrals report
Contribution collection report
Overview of Commissions
Contribution distribution report
Contribution Payment Report
Matching funds report
Enrolment performance indicator report
Families and Insurees Overview report
Pending Insurees report
Rejected Photos Report
Insurees without photos
Payment category overview
Control Number Assignement report
Primary operational indicators - policies report
Policies Renewals report
Capitation Payment Report
Derived operational indicators report
Product sales report
Status of registers report
User activity report
Button Panel
Preview button
By clicking on this button, the system will process the selected report type basic on the corresponding criteria submitted and re-direct current user to Report Page, for previewing the processed report. At any time the user clicks on the preview button, the current criteria will be saved in the session and can be reused later in the same session and for other report types where the same criteria are found.Cancel button
By clicking on this button, the current user will be re-directed to the Home Page.
Information Panel
The Information Panel is used to display messages back to the user. Messages will occur if there was an error at any time during the processing of the reports.
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