Reports (User Manual)

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.

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Img. 242 Navigation Reports

Clicking on the sub menu Reports re-directs the current user to the Reports Page (Img. 243).

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Img. 243 Reports Page

The Reports Page is divided into four panels (Img. 243).

1. 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 the Payment 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 the Region; 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 the District; 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 the Product; 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 the Month 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 the year 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 the quarter 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 the HF 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 officers

   • Payer
     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 Commissions

   • SCOPE
     Select the details level of the report (Claims and All Details, Claims and Rejection Details, Claims Only)

   • Date Selector Button
     Clicking on the Date 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.

2. 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 the preview 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

3. 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.

4. 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.