Content

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 Users and logins

1.1 Login

1.2 Reset Forgotten Password

1.3 Password change

2 Claims

2.1 Heath Facility Claims

2.2 Review Claims

2.3 Batch Run

3 Administration of Registers

3.1 Insurance Products

3.2 Health Facilities

3.3 Medical Services

3.4 Medical Items

3.5 Medical Service Price Lists

3.6 Medical Item Price Lists

3.7 Users Administration

3.8 User roles/profiles

3.9 Payers

3.10 Locations

3.11 Policyholder User

3.12 Contribution Plan

3.13 Contribution Plan Bundle

4 Group/family, Insurees and Policies

4.1 Insuree Enquiry

4.2 Family/Group

4.3 Insuree

4.4 Policy

4.5 Contribution

4.6 Policyholder

4.7 Contract

4.8 Bills

4.9 Invoices

4.10 Payment Plans

5 Tools

5.1 Upload / Download selected registers

5.2 Policy Renewals

5.3 IMIS Extracts

5.4 Reports

5.5 Utilities

5.6 Funding

5.7 Email Settings

5.8 Date Picker

6 Offline mode

6.1 Offline Facilities

7 Group insurance

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