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Persons & Families module scope (->insuree) ()

Persons & Families module scope (->insuree) ()

This document summarizes the openIMIS features provided by the Persons & Families module.

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

The Family/Group Overview provides a summary of the family composition, the related policies and contributions. The latest two are part of the Policy module and Contribution modules, but is (will be) implemented in the scope of (as frontend contribution to) the Insurees & Families module.

Family/Group Overview mocks in Material-UI

Classic Layout - material sandbox link