OpenIMIS User Manual IMIS

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openIMIS user manual

openIMIS team

May 03, 2019

User documentation

1 Web application user manual
1.1 Users and logins . . . . . . . . . . . . . . . . . . . .
1.1.1 Login . . . . . . . . . . . . . . . . . . . . . .
1.1.2 Forgotten password . . . . . . . . . . . . . .
1.1.3 Password change . . . . . . . . . . . . . . .
1.2 Administration of registers . . . . . . . . . . . . . .
1.2.1 Insurance Products Administration . . . . .
1.2.2 Health Facilities Administration . . . . . . .
1.2.3 Medical Services Administration . . . . . .
1.2.4 Medical Items Administration . . . . . . . .
1.2.5 Medical Service Price Lists Administration .
1.2.6 Medical Item Price Lists Administration . .
1.2.7 Users administration . . . . . . . . . . . . .
1.2.8 User roles/profiles administration . . . . . .
1.2.9 Enrolment Officers Administration . . . . .
1.2.10 Claim Administrators Administration . . . .
1.2.11 Payers Administration . . . . . . . . . . . .
1.2.12 Locations Administration . . . . . . . . . .
1.3 Group/family, Insurees and Policies . . . . . . . . .
1.3.1 Insuree Enquiry . . . . . . . . . . . . . . . .
1.3.2 Family/Group . . . . . . . . . . . . . . . . .
1.3.3 Insuree . . . . . . . . . . . . . . . . . . . . .
1.3.4 Policy . . . . . . . . . . . . . . . . . . . . .
1.3.5 Contribution . . . . . . . . . . . . . . . . .
1.3.6 Deleting a Contribution . . . . . . . . . . .
1.4 Claims . . . . . . . . . . . . . . . . . . . . . . . . .
1.4.1 Heath Facility Claims . . . . . . . . . . . .
1.4.2 Review claims . . . . . . . . . . . . . . . . .
1.4.3 Batch Run . . . . . . . . . . . . . . . . . . .
1.5 Tools . . . . . . . . . . . . . . . . . . . . . . . . . .
1.5.1 Upload / Download selected registers . . . .
1.5.2 Policy Renewals . . . . . . . . . . . . . . . .
1.5.3 Feedback Prompts . . . . . . . . . . . . . .
1.5.4 IMIS Extracts . . . . . . . . . . . . . . . . .
1.5.5 Reports . . . . . . . . . . . . . . . . . . . .
1.5.6 Utilities . . . . . . . . . . . . . . . . . . . .
1.5.7 Funding . . . . . . . . . . . . . . . . . . . .
1.5.8 Email Settings . . . . . . . . . . . . . . . .
1.6 Offline mode . . . . . . . . . . . . . . . . . . . . . .
1.6.1 Introduction . . . . . . . . . . . . . . . . . .

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i

1.6.2

OFFLINE FACILITIES

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

2 Analytic and reporting user manual

Concept of AR-IMIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

2.2

Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

2.3

2.4

ii

223

2.1

Facts

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

2.3.1

Facts on Enrolment and policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

2.3.2

Facts on collected revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

2.3.3

Facts on claims

2.3.4

Facts on utilization of health care . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

2.3.5

Facts on expenditures for health care . . . . . . . . . . . . . . . . . . . . . . . . . 232

2.3.6

Facts on feedbacks

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

How access data from the Data Warehouse

. . . . . . . . . . . . . . . . . . . . . . . . . . 235

openIMIS user manual

Welcome to the openIMIS user manual.

User documentation

1

CHAPTER 1

Web application user manual

v1.3.0

The open Insurance Management Information System ( openIMIS ) is a web based software
to manage health insurance schemes. It includes functionality for setup of the software to
requirements of health insurance schemes, administration of policies and policy holders and
for claim processing.

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.

1.1 Users and logins
1.1.1 Login
To access the software, Users, must have a valid User Name and Password, provided by the
“IMIS Administrator”. In the browser address bar type URL of the openIMIS and request
the start page. Login page will appear (Image

1 ).

Use the provided Login Name and Password, and click on the button Login. If successful,
the system will re-direct to the Home Page (Image

2 ).

The full menu is displayed; Clicking on the menu headers will display a sub-menu providing
further navigation options. Menus with a blue fore-colour are accessible, while menus with a
grey fore-colour are disabled; either due to access rights of a user or unavailable functionality.
Below the main menu at the top left-hand corner there is information about the current login
user: Login Name, a list of roles acquired by the user and the districts to which the user

Users Administation page ,
Users Roles Adminstration Page  [


< !ELEMENT DiagnosisCode (#CDATA)>
< !ELEMENT DiagnosisName (#CDATA)>
]>
B. Upload of the register of locations
❼ Browse

Select from a file in the XML format serving as a source for uploading of the register of
locations. Mandatory.
❼ Strategy

Select a desired strategy for uploading of the register of locations. The following options
are available:
❼ Insert Only

Uploads only locations that are not yet included in the register of locations
❼ Update Only

Updates only locations that are already included in the register of locations
❼ Insert and Update

Uploads locations that are not yet included in the register of locations and updates
locations that are already included in the register of locations
❼ Dry Run

If checked only diagnostics is provided without real uploading.
❼ Upload

By clicking on the Upload button, a prompt popup message will appear, require a user to
agree or disagree (Upload Locations ). If user agrees the selected file containing locations
will be uploaded.

Fig. 168: Upload Locations
A statistics on the number of inserted/updated locations appears (Upload Locations
statistics )
If there are errors an error protocol appears (Upload Locations error )

1.5.

Tools

161

openIMIS user manual

Fig. 169:

162

Upload Locations statistics

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openIMIS user manual

Fig. 170:

Upload Locations error

DTD definition of the XML file for uploading/downloading of locations:
 [



< !ELEMENT RegionCode (#CDATA)>
< !ELEMENT RegionName (#CDATA)>


< !ELEMENT RegionCode (#CDATA)>
< !ELEMENT DistrictCode (#CDATA)>
< !ELEMENT DistrictName (#CDATA)>


< !ELEMENT DistrictCode (#CDATA)>
< !ELEMENT MunicipalityCode (#CDATA)>
< !ELEMENT MunicipalityName (#CDATA)>


< !ELEMENT MunicipalityCode (#CDATA)>
< !ELEMENT VillageCode (#CDATA)>
< !ELEMENT VillageName (#CDATA)>
< !ELEMENT MalePopulation (#CDATA)>
< !ELEMENT FemalePopulation (#CDATA)>
< !ELEMENT OtherPopulation (#CDATA)>
< !ELEMENT Families (#CDATA)>
]>

C. Upload of the register of health facilities

❼ Browse

1.5.

Tools

163

openIMIS user manual

Select from a file in the XML format serving as a source for uploading of the register of
health facilities. Mandatory.
❼ Strategy

Select a desired strategy for uploading of the register of health facilities. The following
options are available:
❼ Insert Only

Uploads only health facilities that are not yet included in the register of health facilities
❼ Update Only

Updates only health facilities that are already included in the register of health facilities
❼ Insert and Update

Uploads health facilities that are not yet included in the register of health facilities and
updates health facilities that are already included in the register of health facilities
❼ Dry Run

If checked only diagnostics is provided without real uploading.
❼ Upload

By clicking on the Upload button, a prompt popup message will appear, require a user
to agree or disagree: (Upload Health Facilities ) If user agrees the selected file containing
locations will be uploaded.

Fig. 171: Upload Health Facilities
A statistics on the number of inserted/updated health facilities appears.
If there are errors an error protocol appears.

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openIMIS user manual

DTD definition of the XML file for uploading/downloading of health facilities:
 [
























]>
D. Download of the list diagnoses
❼ Download

By clicking on the Download button, a prompt popup message will appear, require a
user to specify whether the XML file with downloaded list of diagnoses should be opened
or saved or canceled: (Download Diagnoses )

Fig. 172: Download Diagnoses
E. Download of the register of locations
❼ Download

By clicking on the Download button, a prompt popup message will appear, require a
user to specify whether the XML file with downloaded register of locations should be
opened or saved or canceled (Download locations )
F. Download of the register of health facilities
❼ Download

By clicking on the Download button, a prompt popup message will appear, require a
user to specify whether the XML file with downloaded canceled (Download facilities )

1.5.

Tools

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openIMIS user manual

Fig. 173:

Download locations

Fig. 174:

Download facilities

G. Buttons

❼ Cancel
By clicking on

Cancel

button, user will be re-directed to the Home page.

H. Information Panel
The Information Panel is used to display messages back to the user.

1.5.2 Policy Renewals
Access to management of policy renewals is restricted to the users with the role of Clerk.

Navigation

All functionality for use with the administration of policy renewals can be found under the
main menu

Tools,

sub menu

Fig. 175:

Clicking on the sub menu

Policy Renewals

Image 169 - Navigation Policy Renewals

Policy Renewals re=directs the current user to the Policy Renewal

Page .

Policy Renewal Page

By having access to this page, it is possible preview the report on policy renewals,
preview the journal on policy renewals and update the status of a policy.

The

journal will contain information on actual prompts being generated by the system.
These prompt could already have been sent to the mobile phones of enrolment

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Fig. 176:

1.5.

Tools

Image 170 - Policy Renewal Page

167

openIMIS user manual

officers. The report on policy renewals will contain information on the expiration
of policies for any given period. The page is divided into two panels (Image 170 ).

1.

Select Criteria Panel

The Select Criteria Panel or the filter panel allows a user to select specific criteria to
minimise the report on policy renewals.
Two tasks are carried out by this form. 1) Preview the report on policy renewal and 2)
Preview the journal on policy renewal. Depending on the selected option, filter will be
changed accordingly.
If Preview option is selected then a user has the following filters.
❼ Policy Status

Select the policy 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 particular status of the
policy. This filter is not mandatory. User can leave it blank to preview the report
on any status.
❼ Region

Select the Region; from the list of regions by clicking on the arrow on the right of
the selector to select policies from a specific region. 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.
❼ District

Select the district; from the list of districts by clicking on the arrow on the right
of the selector to select policies from a specific district. 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.
❼ Municipality

Select the Municipality; from the list of municipalities by clicking on the arrow on
the right of the selector to preview report from a specific district. Note: The list
will only be filled with the municipalities that belong to the selected district. If this
is only one then the municipality will be automatically selected.
❼ Village

Select the village; from the list of villages by clicking on the arrow on the right
of the selector to preview report from a specific village. Note: The list will only be
filled with the villages that belong to the selected municipality.
❼ Enrolment Officer

Select the Enrolment Officer; from the list of enrolment officers by clicking on
the arrow on the right of the selector to preview the report for the specific officer.
Note: The list will only be filled with the enrolment officers belonging to the districts
assigned to the current logged in user. If this is only one then the enrolment officer
will be automatically selected.
❼ Date From

By clicking on the button next to the Date From data field a calendar will pop up.
Click on his desired date and the textbox will be filled with the selected date. This
is a mandatory field. Only the policies for renewal date greater than or equal to the
Date From will be previewed.
❼ Date To

By clicking on the button next to the Date To data field a calendar will pop up.
Click on his desired date and the textbox will be filled with the selected date. This

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is a mandatory field. Only the policies for renewal date less than or equal to the
Date To will be previewed.
When previewing the journal; the Policy Status filter will be replaced with SMS
Status and there will be one more additional filter, Journal On.
❼ SMS Status

Select the SMS status from the drop down list by clicking on the right arrow.
By selecting any of the options the user can filter the journal on a particular SMS
status. This filter is not mandatory. By leaving it blank all journals will be
displayed.
❼ Journal On

Select the journal On from the drop down list by clicking on the right arrow, to
filter the journal either on prompt or on expiry of the prompt.

2.

Button Panel

Cancel: Re-directs to the Home Page
Preview: Click on the preview button to display the report based on the filters.
Update: Click on this button to manually update the status of the policy on the current

day. Although this task is carried out by the IMIS Policy Renewal Service running
on the server at specific intervals of time, this button enables the task to be run manually.
3.

Information Panel

The Information Panel is used to display messages back to the user. Messages will occur
once a user has updated the policy status or if there was an error at any time during
the process of these actions.
Preview Report on Renewals

After selecting specific criteria; preview the report (Image 172 ) by clicking on the preview
button.
Preview Journal on Renewals

Just like preview of the policy renewals the journal report can also be previewed. The
difference between the Policy Renewal report and the Journal is; one forecasts the renewal
while the other gives a report on the status of the renewal. Below is an example of a Journal
Report.
1.5.3 Feedback Prompts

Access to administration of feedback prompts is restricted to the users with the role of Medical
Officer.
Navigation

All functionality for use with the administration of feedback prompt can be found
under the main menu Tools, sub menu Feedback Prompts
Clicking on the sub menu Feedback Prompts re-directs the current user to the
Feedback Prompt Page (Image 174 ).
The Feedback Prompt Page is divided into three panels (Image 175 ).

1.5.

Tools

169

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Fig. 177:

170

Image 172 - Preview Report on Renewals

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openIMIS user manual

1.5.

Tools

Fig. 178:

Image 173 - Preview Journal on Renewals

Fig. 179:

Image 174 - Navigation Feedback Prompts

171

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Fig. 180:

172

Image 175 - Feedback Prompts Page

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openIMIS user manual

1.

Select Criteria Panel
The Select Criteria Panel or the filter panel allows a user to select specific criteria for
feedback.
❼ SMS Status

Select SMS Status from the list
❼ Region

Select the Region; from the list of regions by clicking on the arrow on the right of
the selector to select a specific region for feedbacks. 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.
❼ District

Select the district from the list of districts by clicking on the arrow on the right
of the selector to select district for feedbacks. 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.
❼ Municipality

Select the Municipality from the list of municipalities you wish to prompt for
feedbacks. Note: The list will only be filled with the municipalities that belong to
the selected district. If this is only one then the municipality will be automatically
selected.
❼ Village

Select the village; from the list of villages you wish to prompt for feedbacks. Note:
The list will only be filled with the villages that belong to the selected municipality.
❼ Enrolment Officer

Select the Enrolment Officer; from the list of enrolment officers by clicking on
the arrow on the right of the selector to preview the report for the specific officer.
Note: The list will only be filled with the enrolment officers belonging to the districts
assigned to the current logged in user. If this is only one then the enrolment officer
will be automatically selected.
❼ Start Date

Type in a date; or use the Date Selector Button, to enter the Start Date for
feedbacks. Mandatory. *Note. To clear the date entry box; use the mouse to
highlight the full date and then press the space key.
❼ End Date

Type in a date; or use the Date Selector Button, to enter the End Date for feedbacks.
Mandatory. Note. To clear the date entry box; use the mouse to highlight the full
date and then press the space key.
❼ Send SMS

By Clicking Send SMS button, user actually sends an SMS. When an SMS is sent
successfully as message will be given. If failed to be sent, a failure message will
appear.

2.

Buttons Panel
❼ Preview

By clicking on the Preview button, a report (journal) of feedbacks prompted will
get generated and displayed (Image 176 ).

1.5.

Tools

173

openIMIS user manual

❼ Cancel

By clicking on Cancel button, user will be re-directed to Home

Fig. 181:
3.

Page

.

Image 176 - Feedback Prompt Journal

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.
1.5.4 IMIS Extracts

Access to the openIMIS Extracts page is restricted to users with the role of Scheme Administrator (IMIS Central online) or HF Administrator (offline installations). This page will
contain all functionality for data synchronization between openIMIS Central and openIMIS
offline installations as well as the generation of extract files for the mobile phones (Android).
Depending on the type of installation, the interface will enable and disable certain functions.
Pre-conditions

The extract functionality is covering extracts for the mobile phone applications and the
openIMIS ‘offline’ installations. Offline extracts are only to be generated in case a district
has so called ‘off-line’ installations in areas where no Internet connectivity is available.
Extracts are to be downloaded to the local PC that is initiating the creation of the extract.
Standard procedures should be formulated to stipulate the time interval between Extract
creations and the management of transporting and installing/transferring these extracts into
the target environment: mobile phones or offline openIMIS clients.
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Navigation

All functionality related to openIMIS extracts can be found under the main menu Tools, sub
menu IMIS Extracts

Fig. 182:

Image 177 - Navigation openIMIS Extracts

Clicking on the sub menu IMIS Extracts re-directs the current user to the IMIS Extracts
Page.

This page opens in two different modes depending on the type of openIMIS installation:
openIMIS Central (live server) or openIMIS offline (installed on local network in a health
facility or an office of the scheme administration).
IMIS Extracts (online mode)

The Extracts Page is divided into eight sections (Image

A - Download Master Data section

6.23) .

The Master Data section is used for generation of the data needed for off-line operation of IMIS (Policies)
application run on Android platforms. The following data files can be downloaded:

(Download Master Data)
❼ Prompts for renewal of policies (Download Renewals)
❼ Prompts for acquiring of feedbacks (Download Feedbacks)
❼ Enrolment Officers Code: Enter the code of an enrolment officer for whom the master

❼ Master data for running IMIS (Policies) application

data and prompts should be generated.

B - Create Phone Extract section

The Phone extract panel is used for the generation of so called SQLite database files for the
mobile phone applications. Each district will have its own phone extract file that needs to
be distributed to the mobile phones within the district. To generate a phone extract file, the
operator has to select a region and a district from the list of available districts. In case the
user is having access to its own district only, the district will be automatically selected and
shown on the display.
By clicking the Create button in panel the section, a phone extract will be created. This
process might take a while. As long as the hour glass (as a cursor) is shown, openIMIS is
still processing the file. The file size depends on the amount of photographs included in the
extract. The file size could range into hundreds of MBs. To alleviate this problem two options
are available:
❼ With Insurees

Checking this box means that a complete phone extract (including photos) will
be generated. Leaving it unchecked a shortened phone extract without photos
will be generated.
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Fig. 183:

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Image 178 - openIMIS Extracts

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❼ In background

Checking this box means that the phone extract will be created in background
and the user will be notified by e-mail (provided his/her e-mail is entered in
the register of users).
In case the extract is created in the background, the following dialog box appears:

Fig. 184: Image 179
If the extract is not created in background the user is notified about successful
creation by the following message as shown below.

Fig. 185: Image 180
The extract will be downloaded to your local computer by clicking the Download
link that will appear after the creation of the extract, as shown below.

Fig. 186: Image 181

IMISDATA.DB3

The extract file is called
and needs first to be copied (downloaded) to the local machine. After clicking the Download button, the operator
is able to select the destination folder (locally) for the file to download as shown
below.
The extract is now ready to be transferred/copied to the mobile phones. This
process is performed manually by connecting the mobile phone to the computer
with the provided USB cable. The user needs to copy, manually, the file from the
local machine into the ‘IMIS’ Folder on the mobile phone.

C - Offline Extract section
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Fig. 187: Image 182
The offline extract section is used to generate the openIMIS ‘offline’ extract files for the health
facilities or offices of the scheme administration that run openIMIS offline. To generate
an offline extract file, the operator has to select a region and a district from the list of
available districts. In case the user is having access to its own district only, the district will
be automatically selected and shown on the display. When an operator belongs to one specific
district, the district box is already selected with the district of the user. To create a new
extract, the operator needs to click the Create button.
Three types of extracts could be generated:
❼ Differential Extract (Download D)

Differential extracts will only contain the differences in data compared with the previous
extract. The first differential extract (sequence 000001) will contain all data as it will be
the first extract. Thereafter, this type of the extract, will only contain any differences
after the previous extract. This will result in smaller files sent to the health facilities
in off-line mode. When we click the create button, the differential extract is always
generated and will be assigned the next sequence number. A separate Photo extract will
be created containing only photographs linked to changes compared with the previous
extract. Differential extracts with insure and policy data are only generated in case the
With Insuree checkbox is checked as shown below.

Fig. 188: Image 183
❼ Full extract (Download F)

The Full extract will always contain all information in the database. These extracts are
only generated in case the Full extract and the With Insuree checkbox are checked
as shown below.

Fig. 189: Image 184
By clicking the Create button, in case of Full extract is checked, two extracts will be
generated, one differential extract and one full extract. Both extracts will have the same
sequence number. This implies that full extracts are not always needed/generated. A
separate photo extract will be created containing all photographs.
❼ Empty Extract (Download E)

Empty extracts will only contain the data from registers and no data on insurees and
their policies/photos. If a full set of register data should be included in the extract, the
checkbox Full extract has to be checked as shown below.
After clicking the Create button, the system will create the extract file and will on completion
display the following message:
The message is only shown to provide some details on how much information is exported to
the extract file.

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Fig. 190:

Image 185

Fig. 191:

Image 186
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Depending on the Full extract option, we will be re-directed to the extract page and will
see the newly generated extract sequence in the list or will get a new message as shown below:

Fig. 192: Image 187
After clicking OK the statistics of the full extract will be shown:
We are now ready to download the extract to our computer.
The combo box next to the district selector contains information on all generated extracts
with the sequence number and date. (e.g. Sequence 000007 – Date 06-09-2012). If the extract
selector does not show any entries (blank) it means that no previous extracts were created.
At least one full extract needs to be generated. This is needed to initialise a new offline
openIMIS installation.
To download the actual extracts, the operator needs to select the desired extract sequence
from the list of available extracts.
Four different types of extracts could be downloaded by clicking one of the following buttons:
❼ Download D (Differential extract)

– Will download the selected differential extract with the following filename
Filename: OE_D__.RAR (e.g. OE_D_1_8.RAR)

❼ Download F (Full extract)

– Will download the latest full extract with the following filename
Filename: OE_F__.RAR (e.g. OE_F_1_8.RAR)

❼ Download E (Empty extract)

– Will download the latest full extract with the following filename
Filename: OE_E__.RAR (e.g. OE_F_1_8.RAR)

❼ Download Photos D (Differential Photo extract)

– Will download the selected differential photo extract with filename:
Filename:
OE_D__.RAR
OE_D_1_8_Photos.RAR)

(e.g.

❼ Download Photos F (Full Photo extract)

– Will download the latest FULL photo extract with the following filename
Filename:
OE_D__.RAR
OE_F_1_8_Photos.RAR)

(e.g.

After clicking the desired extract download button, the file download dialog box appears to
select the destination folder for the extract file as shown below:
In case the extract file is not available (anymore) on the server, the following dialog box might
appear:

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Fig. 193:

Image 188

Fig. 194:

Image 189
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Fig. 195: Image 190
The reason for this box to appear could be that the file to be downloaded has been removed
from the server or that you have attempted the download a full extract but no full extract was
generated (only the differential extracts exist). It is also possible that you have attempted to
download a photo extract but no photos were added since the last extract.
Checking the checkbox In background means that the off-line extract will be created in
background and the user will be notified by e-mail (provided his/her e-mail is entered in the
register of users) as shown below:

Fig. 196: Image 191
In case the extract is created in the background, the following dialog box appears:

Fig. 197: Image 192
D - Upload Claims section

❼

Browse

Browse for the file from the IMIS-Offline or IMIS (Claims ) application containing claims
to be uploaded.
❼ Upload

Upload claims contained in the selected file.
E - Upload Enrolment section

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❼

Browse
Browse for the file from the IMIS-Offline or IMIS (Policies )application containing newly
enrolled or renewed policies to be uploaded.

❼ Upload

Upload policies contained in the selected file.

F - Upload Feedback section
❼ Browse

Browse for the file from the IMIS-Offline or IMIS (Policies )application containing feedbacks to be uploaded.
❼ Upload

Upload feedbacks contained in the selected file.

G - Button section

The Cancel button brings the operator back to the Home Page .

H - Information panel

The Information Panel is used to display messages back to the user. Messages will occur
once an action has completed or if there was an error at any time during the process of these
actions.
IMIS Extracts (OFFLINE MODE)

Offline HF

Fig. 198: Image 193

A - Import Extract
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Used to extract photos obtained from online IMIS

B - Import Photos

Used to upload photos obtained from online IMIS

C - Download Claim XMLs

Used to download claims made in the offline health facility prior to be sent to online IMIS

Offline Insurer

Fig. 199: Image 194

A - Import Extract
Used to upload extract obtained from online IMIS

B - Import Photos

Used to upload photos obtained from online IMIS

C - Import Extract

The Choose file section should be clicked to select an extract file to upload/import. The
following file selector appears for Internet explorer (the appearance might differ for different
internet browsers):

Fig. 200: Image 195

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On clicking the Choose File button, the file selector dialog appears as shown below:

Fig. 201: Image 196
With the import/upload of an extract it is important to understand that each extract has its
sequence number. This sequence number is found in the filename of the extract. We would
in case of differential imports/uploads have to follow the sequence. In the example screen
above, it shows in the status bar, that the last import was number 6. Therefore we should
select in this case the differential extract number 7 as highlighted in the file selection dialog.
Alternatively the operator could select any full extract with a sequence number higher than
6. In case a wrong extract is selected, warning messages will appear as shown below:

Fig. 202: Image 197
In case you are missing extract sequences, additional extracts are needed to be uploaded
before the extract selected. The extract selected, in this case, does not directly follow the
last sequence as indicated in the status bar of the screen. The additional extracts are to be
provided by NSHIP district office.
In case the extract file selected is valid, the system will import the data. New data will
be added and existing data might be modified. After a successful import of an extract
(Differential and FULL), a form is displayed with the statistics of the import as shown
below:
The above statistics are provided to give some quick overview of how many records were
inserted or updated during the import process. In case we would for example update the
phone number of an enrolment officer, it would result in one update and one insert as we
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Fig. 203:

Image 198

Fig. 204:

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always keep historical records. The photos inserts and updates are related to information
on the photos, but are not the actual photographs. The actual photographs (\*.jpg) are
uploaded separately.
D - Import Photos

The import of photos is optional and will have no further checking on sequence numbers.
NSHIP should provide (if available) with each extract the photo extract as well.
E.g. (for Differential extract)

Fig. 205: Image 200
OR (for FULL extract)

Fig. 206: Image 201
The photo extract will contain all photographs associated with the actual extract in a zipped
format. The Upload procedure will simply unzip the extract and copy the image files to the
photo folder of IMIS.
After successful upload of the photographs the following message appears:

Fig. 207: Image 202
E - Button panel

The ‘Cancel’ button brings the operator back to the main page of IMIS.
F - Information panel

The Information Panel is used to display messages back to the user. Messages will occur
once an action has completed or if there was an error at any time during the process of these
actions. If the user opens the openIMIS extracts page (in offline mode only), the status bar
will show the last sequence number uploaded.
1.5.5 Reports

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
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by users with a specific role (Manager, Accountant, Scheme Administrator and openIMIS
Administrator) only.
Pre-Conditions
Navigation

All functionality for use with the administration of Reports can be found under the
main menu Tools, sub menu Reports.

Fig. 208:

Image 203 - Navigation Reports

Clicking on the sub menu Reports re-directs the current user to the Reports Page
(Image 204 ).
The Reports Page is divided into four panels (Image

1.

Select Criteria

204 ).

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 (Image 205 – Image
222 ) will change depending on the selected type of the report.
❼ Primary Operational Indicators - Policies Report.
❼ Primary Operational Indicators - Claims Report.
❼ Derived Operational Indicators Report.
❼ Contribution Collection Report.
❼ Product Sales Report.
❼ Contribution Distribution Report.
❼ User Activity Report.
❼ Enrolment Performance Indicator Report.
❼ Status of Registers Report.
❼ Insurees without Photos Report.
❼ Payment Category Overview Report.
❼ Matching Funds Report.
❼ Claim Overview Report.
❼ Percentage of Referrals Report.
❼ Families and Insurees Overview Report.
❼ Pending Insurees Report.

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Fig. 209:

Image 205 - Primary Operational Indicators - Policies Report Criteria

Fig. 210:

Fig. 211:

Image 206 - Primary Operational Indicators - Claims Report Criteria

Fig. 212:

Image 207 - Derived Operational Indicators Report Criteria

Fig. 213:

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Image 204 - Reports Page

Image 208 - Contribution Collection Report Criteria

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Image 209 - Product Sales Report Criteria

Fig. 214:

Fig. 215:

Image 210 - Contribution Distribution Report Criteria

Fig. 216:

Fig. 217:

Image 212 - Enrolment Performance Indicators Report Criteria

Fig. 218:

Fig. 219:

Fig. 220:

190

Image 211 - User Activity Report Criteria

Image 213 - Status of Registers Report Criteria

Image 214 - Insurees without photos Report Criteria

Image 215 - Payment Category Overview Report Criteria

Fig. 221:

Image 216 - Matching funds Report Criteria

Fig. 222:

Image 217 - Claim Overview Report Criteria

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Fig. 223: Image 218 - Percentage of Referrals Report Criteria

Fig. 224: Image 219 - Families and Insurees Overview Report Criteria
❼ Renewals Report.
❼ Capitation Payment Report

The general meaning of selection criteria for creating of a report is as follows:
❼ 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.
❼ 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.
❼ 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.
❼ 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.
❼ 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

Fig. 225: Image 220 - Pending Insurees Report Criteria
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Fig. 226: Image 221 Renewals Report Criteria

Fig. 227: Image 222 Capitation Payment Report Criteria

selected region and assigned to the current logged in user. If this is only one
then the district will be automatically selected.
❼ 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.
❼ 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.
❼ 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.
❼ 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.
❼ 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.
❼ 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
❼ 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.
❼ Claim Status

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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.
❼ 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).
❼ 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.
❼ Date Selector Button

Clicking on the Date Selector Button will pop-up an easy to use, calendar
selector (Image 223 ) 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.

Image 223 - Calendar Selector - Search Panel
1. 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 (Image 224 ) 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:
❼ Primary Operational Indicators Report.
❼ Derived Operational Indicators Report.
❼ Contribution Collection Report.
❼ Product Sales Report.
❼ Contribution Distribution.
❼ User Activity Report.

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❼ Enrolment Performance Indicators
❼ Status of Registers
❼ Insures without Photos.
❼ Matching Funds.
❼ Claim Overview.
❼ Payment Category Overview.
❼ Families and Insurees Overview.
❼ Pending Insurees.
❼ Percentage of Referrals.
❼ Capitation Payment

Fig. 228:
2.

Image 224 - Report Type Selector

Button Panel

❼ 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.
❼ Cancel button

By clicking on this button, the current user will be re-directed to the Home
3.

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.
Report Preview

The report viewer offers the facility to navigate through the report either by using the arrows
or by typing in a page number at the top of the report. Another feature of the report viewer
is to export the report in different formats. Currently system supports three formats; Word,
Excel and PDF. Select the desired format from the list by clicking on the Export link. Use
the Go Back to Selector link to go back to the previous selection page.
Below are the types of reports as they can be seen in the report page.
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The report provides aggregate data relating to policies and insurees according to insurance products. The report can be run by users with the role Manager. The table below
will provide an overview on primary indicators of the report.
Table 3: Table Overview of Policies indicators
Code Primary
indicators

1.5.

Dimension

Description

The number of policies of given insurance
product on the last day of a respective period
(Status of the policy is Active, the last day
of period is within )
The number of new policies of given insurance product during a respective period (Enrolment date is within the respective period,
there is no preceding policy with the same
(or before converted) insurance product forgiven policy)
The number of policies for given insurance
product that were suspended during a respective period (Status of the policy is Suspended, suspension took place within the respective period)
The number of policies for given insurance product that expired during a respective period (Status of the policy is Expired,expiration took place within the respective period)
The number of policies that were renewed
forgiven insurance product (or a converte
done) during a respective period ( Enrolment
date is within the respective period, there is
a preceding policy with the same (or before
converted) product forgiven
The number of insurees covered by policies
of given insurance product on the last day
of a respective period (An insuree belongs to
a family with an active coverage on the last
day of the respective period-see P1 )
The number of insurees covered by new policies of given insurance product during a respective period (An insuree belongs to a family with newly acquired policy during the respective period-see P2 )
Amount of acquired Contributions (for policies of given insurance product) during a respective period ( Date of payment of a Contribution is within the respective period)

P1

Number of
policies

Time, Insurance
product

P2

Number of
new policies

Time, Insurance
product

P3

Number of
suspended
policies

Time, Insurance
product

P4

Number
of expired
policies

Time, Insurance
product

P5

Number of
renewals

Time, Insurance
product

P6

Number of
insurees

Time, Insurance
product

P7

Number
of newly
insured
insurees

Time, Insurance
product

P8

Newly
collected
Contributions

Time, Insurance
product

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Table 3 – continued from previous page
Code Primary
indicators

P9

Available
Contributions

Dimension

Description

Time, Insurance
product

Amount of Contributions that should be allocated for policies of given insurance product for a respective period provided a uniform distribution throughout the insurance
period takes place. (If the respective period
overlaps with 
of a policy then a proportional part of corresponding Contributions relating to the respective period is included in available Contributions)

Below is an example of the report:

Fig. 229: Image 225 - Preview – Primary Operational Indicators - Policies Report
2.

primary operational indicators - claims report

The report provides aggregate data relating to policies and insurees according to insurance products. The report can be run by users with the role Manager. The table below
will provide an overview on primary indicators of the report.
Table 4: Table Overview of operational indicators
Code Primary
indicators

P10

Number of
claims

Dimension

Description

Time, Health facility, Insurance
product

The number of claims for given insurance
product that emerged during a respective period (Start dateof a claim is within the respective period)

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Table 4 – continued from previous page
Code Primary
indicators

Dimension

Description

Amount remuneratedfor claims for given insurance product that emerged during a respective period (Start dateof a claim is
within the respective period)
The number of claims for given insurance
product that emerged during a respective period and were rejected (Start dateof a claim
is within the respective period and the Status approval ofthe claim is Rejected)

P11

Amount
remunerated

Time, Health facility, Insurance
product

P12

Number
of rejected
claims

Time, Health facility, Insurance
product

Below is an example of the report:
3.

derived operational indicators report
The report provides operational indicators derived from primary operational indicators.
The report can be run by users with the role Manager. The table below will provide an
overview on the actual derived indicators provided by the report.
Table 5: Table Overview of derived operational indicators
Code Derived

D1
D2
D3
D4

D5
D6
D7
D8
D9

Incurred
claims
ratio
Renewal
ratio
Growth
ratio
Promptness
of claims
settlement

Claims
settlement
ratio
Number of
claims per
insuree
Average
cost per
claim
Satisfaction
level
Feedback
response
ratio

Dimension

Description

Time, Insurance
product
Time, Insurance
product
Time, Insurance
product

It is the ratio P5/P4

Time, Insurance
product

Time, Health facility, Insurance
product
Time, Insurance
product
Time, Health facility, Insurance
product
TimeDistrict,
Health facility
Time, District,
Health facility

It is the ratio P11/P9

It is the ratio P2/P1-for immediately preceding period
It is the average (date of sending to paymentDate of submission of the claim) for all
claims relating to given insurance product
and emerging in a respective period Date of
sending of payment is not in the structure of
Claim, it has to be retrieved from a journalcan be?)
It is the ratio (P10-P12)/P10
It is the ratio P10/P6
It is the ratio P11/P10
The average mark from feedbacks received in
a respective period
The ratio of number of feedbacks received
(up to time of creation of the report) and
number of feedbacks asked for in a respective
period

Below is an example of the report:
4.

Contribution collection report
The report lists all actual payments of contributions according to insurance products
in the defined period. The report can be used as input to an accounting system. The

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Fig. 230:

Image 226 - Preview – Primary Operational Indicators - Claims Report

Fig. 231:

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Image 227 - Preview – Derived Operational Indicators Report

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report can be run by users with the role Accountant. Payments are assigned to the
specified period according to the actual date of payment.
Below is an example of the report:

Fig. 232: Image 228 - Preview – Contribution Collection Report
5.

product sales report
The report provides overview of selling of policies according to insurance products in
terms of calculated contributions (not necessarily actually paid). The report can be run
by users with the role Accountant. Policies are assigned to the specified period according
to their effective days.
Below is an example of the report:

Fig. 233: Image 229 - Preview – Product Sales Report
6.

Contribution distribution report
The report provides proportional amount of actually paid contributions allocated by
openIMIS to specific months according to insurance products. The report can be run
by users with the role Accountant. This report shows the information about the Total
collection, Allocated amount and Not allocated amount for contributions in the
specified period.

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Allocated amount is the proportionally calculated amounts of contributions paid covering the month. Not Allocated amount is the amount collected for contributions that
have a start date in the future (after the month in question).
Below is an example of the report:

Fig. 234: Image 230 - Preview – Contribution Distribution Report
7.

user activity report
The report shows activities of users according to types of activities and types of entities
to which the activities relate. The report can be run by users with the role openIMIS
Administrator. Below is an example of the report:

8.

enrolment performance indicator report

The report provides overview of activity of enrolment officers. The report can be run
by users with the role Manager. Below is an example of the report:
9.

status of registers report

The report provides an overview of the number of items in registers according to districts.
The report can be run by users with the role Scheme Administrator. Below is an example
of the report:
10.

insurees without photos

The report lists all insurees according to enrolment officers that have not assigned a
photo. The report can be run by users with the role Accountant. Below is an example
of the report:
11.

matching funds

The report lists all families/groups according to insurance products and (institutional)
payers that paid contributions in the specified period. This report is useful for claiming
of subsidies for running of health insurance schemes. The report can be run by users
with the role Accountant. Below is an example of the report:
12.

claim overview

The report provides detailed data about results of processing of claims in openIMIS
according to insurance products and health facilities. The report can be used as a
tool for communication between a health insurance scheme and its contractual health
facilities. The report can be run by users with the role Accountant. Claims are assigned

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Fig. 235:

Fig. 236:

1.5.

Tools

Image 231 - Preview – User Activity Report

Image 232 - Preview – Enrolment Performance Indicator Report

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Fig. 237:

Image 233 - Preview – Status of Registers Report

Fig. 238:

Image 234 - Preview – Insurees without photos

Fig. 239:

202

Image 235 - Preview –Matching Funds

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to the specified period according to date of provision of health care (in case of in-patient
care according to the date of discharge). Below is an example of the report:

Fig. 240: Image 236 Preview – Claim Overview
13.

payment category overview
The report provides split of total contributions according to their categories. The report
can be run by users with the role Accountant. Contributions are assigned to the specified
period according to actual payment date. Below is an example of the report:

Fig. 241: Image 237 - Preview – Payment Category Overview
14.

Families and Insurees Overview report
The report provides an overview of enrolled families/groups and their members in specified location within the specified period. The report can be run by users with the role
Accountant. Below is an example of the report:

15.

Percentage of Referrals report
The report lists all primary health care facilities (the category is Dispensary and Health
Centre) in the selected district and for each such health facilities provides the following
indicators:

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Fig. 242:

Image 238 - Preview – Families and Insurees Overview Report

a) The number of visits (claims) of the primary health care facility in the selected
period.
b) The number of out-patient visits that have Visit Type equal to Referral in all other
health facilities (irrespective of the district) for insurees with the First Service Point
in the respective primary health care facility.
c) The number of in-patient stays that have Visit Type equal to Referral in all health
facilities-hospitals (irrespective of the district) for insurees with the First Service
Point in the respective primary health care facility.
The report can be run by users with the role Accountant. Below is an example of the
report:

Fig. 243:

Image 239 - Preview – Percentage of Referrals Overview Report

16. Pending Insurees report
The report lists all insurees whose photos have been sent to openIMIS but who has
no record in openIMIS yet. The report can be run by users with the role Accountant.
Below is an example of the report:
17. Renewals report

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Fig. 244:

Image 240 - Preview – Pending Insurees Report

The report lists all renewed policies in given period for given insurance product and
optionally for given enrolment officer. The families that have at least one payment of
contributions in given period of time are included in the report. The report can be run
by users with the role Accountant. Below is an example of the report:

Fig. 245:
18.

Image 241 - Preview – Renewals Report

Capitation Payment Report
The report lists capitation payments for all health facilities specified in the

formula

capitation

for specified month and for given insurance product. The report can be run by

users with the role Accountant. Below is an example of the report:

1.5.6 Utilities
Access to the
The

Utilities

Utilities

is restricted to the users with the role of openIMIS Administrator.

is the place for database administration. By having access to this page, it is

possible to backup and restore the openIMIS operational database and also to execute SQL
Scripts (patches provided for maintenance or update of the database). At the top of the page,
the current “Backend” version is displayed for reference.

Navigation

All functionality for use with the administration of utilities can be found under the main
menu

Tools,

sub menu

Utilities

Clicking on the sub menu

1.5.

Tools

Utilities

re-directs the current user to the

Utilities Page.

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Fig. 246:

Image 242 - Preview –Capitation Payment Report

Fig. 247:

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Image 243 - Navigation Utilities

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Fig. 248:

1.5.

Tools

Image 244 - Utilities Page

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Backup

Backup utility can be found in the top panel of the Utilities Page . By default the path of the
backup folder will be populated from the default table. User can change the path according
to the requirement. Next to the textbox user can see one heck box called

Save Path.

If user

wants to update the backup folder in default table then this check box should be in checked
state. Otherwise system will take the backup on the folder assigned by the user but it will
not be updated in database. So next time when user comes on the Utilities Page , the textbox
will be populated with the original path. After the path has been entered user can just click
on the

Backup button to start the process and a progress bar will be appeared on the screen.

Users are requested to be patient while the system performs the task.

Fig. 249: Image 245 - Backup is in progress

Restore

Restore utility can be found in the second panel of the Utilities Page . User will have to put
the path of the backup file to be restored.
click on the

Restore

After the path has been entered user can just

button to start the process and a progress bar will be appeared on the

screen. Users are requested to be patient while the system performs the task.

Fig. 250: Image 246 - Backup is in progress

Execute script

Execute script can be found in the third panel of the Utilities Page . User will have to choose
the script by clicking on the browse button. User will have to select the file only with the
“.isf ” extension. After the file has been chosen, user can just click on the

Execute

button to

run the script. Users are requested to be patient while the system is executing the script.
After the script is executed successfully, backed version will be updated to the latest version.
If user will try to run the lower or the equal version’s script then system will prompt the user
with the appropriate message.

1.5.7 Funding
Access to the

208

Funding

is restricted to the users with the role of Accountant.

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The Funding is the place where funding from external authorities (payers) can be for entered.
openIMIS creates internally one fictive family/group (the insurance number of the head of
the fictive family/group is 999999999, the name is Funding and the other name is Funding
as well) for the district for which a funding is done. Each entering of a fund results in
creation of a fictive policy for the corresponding fictive family/group with paid contribution
in the amount of the funding. The fictive policy is active since the date of payment of the
corresponding fund. These fictive policies are overpaid as these funds are usually much higher
than the contribution rate for a single family/member of the group but it doesn’t matter.
External funding corresponds to payment of contributions for many families/members of the
group in some period. openIMIS can regard funds as standard contributions and its standard
functionality can be used for handling of funds. One distinctive feature of payment of funds
by means of the fictive policies is that the payments of funds don’t appear in the reports on
matching funds generated for funding authorities. So, there is no danger that offices of the
scheme administration would acquire new funds based on funding already acquired.
Navigation

The functionality for entering of funds can be found under the main menu Tools, sub menu

Funding

Fig. 251: Image 247 - Navigation Funding
Clicking on the sub menu Funding re-directs the current user to the Funding Page.
Funding Page

1.

Data Entry
❼ Region

Select the region from the list of regions for which the funding is designated by clicking on the
arrow on the right of the selector. Note: The list will only be filled with the regions assigned
to the current logged in user.
❼ District

Select the district from the list of districts for which the funding is designated. by clicking
on the arrow on the right of the selector. Note: The list will only be filled with the districts
belonging to the selected region and assigned to the current logged in user.
❼ Product

Select an insurance product from the list of insurance products purchased in the selected
district (including national insurance products) for which the funding is designated.
❼ Payer

Select from the list of institutional payers the funding authority/agency.

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Fig. 252:

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Image 248 - Funding Page

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❼ Payment Date

Enter the date of receiving of the funding.
❼ Contribution Paid

Enter the amount of the funding.
❼ Receipt Number

2.

Saving

Enter an identification of the document accompanying the funding.

Once all mandatory data is entered, clicking on the Save button will save the record. A message
confirming that the new password has been saved will appear. The user will be re-directed back to
the Home Page .
3.

Mandatory data

If mandatory data is not entered at the time the user clicks the Save button, a message will appear
in the Information Panel, and the data field will take the focus (by an asterisk on the right side of
the corresponding field). The user will be re-directed to the Home Page .
4.

Cancel

By clicking on the Cancel button, the user will be re-directed to the

Home Page .

1.5.8 Email Settings

Access to the Email Settigns is restricted to the users with the role of Accountant.
The Email Settigns is the page where the setting of the outbound email server are entered.
Navigation

The functionality for entering of funds can be found under the main menu Tools, sub menu

Email Settigns

Fig. 253:

Image 276 - Navigation Email Settings

Clicking on the sub menu Email Settigns re-directs the current user to the

Email settings

Page.

Email settings page

1.

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Fig. 254:

Image 277 - Email settings Page

❼ Email

SMTP Login to be used on the email server in order to send email
❼ Password

SMTP password to be used on the email server in order to send email.
❼ SMTP Host

SMTP email server address or IP
❼ Port

SMTP email server IP port, standard port are
– 25 when no encryption is used
– 465 when implicit encryption is used(depreciated)
– 587 when explicit encryption is used, see Enable SSL
❼ Enable SSL

Check to box if the SMTP mail server require encryption

1.6 Offline mode
1.6.1 Introduction

IMIS system can be used in offline mode, which makes it possible for usage by health facilities
(HF) and scheme administration offices with low/no internet connectivity.
1.6.2 OFFLINE FACILITIES

Facilities available while offline and online in IMIS, are similar with some few differences. The following are the feature wise differences found while using openIMIS
in offline mode.
1. Login
If a user who is logging in is having user role HF Administrator or offline Scheme Administrator and if Heath Facility ID/Scheme Office ID is not set yet, just after clicking
login button on the login screen/page, the user will be prompted to enter Health Facility/Scheme Office ID (Image 251 ), (Image 252 ), only once for that very first time of
logging in.
2. Information bar

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Fig. 255:

Fig. 256:

Image 251 - Enter HF ID - HF Administrator Login, openIMIS offline

Image 252 - Enter Scheme Office ID - offline Scheme Administrator Login, openIMIS offline

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Throughout the application, an information bar at the bottom of each page will
have a different background colour to that of online openIMIS and on the its
right end, there will be shown heath facility code and health facility name /
Scheme Office ID submitted (Image 253 ), (Image 254 ).

Fig. 257: Image 253 - Information Bar – Scheme Office, openIMIS offline

Fig. 258: Image 254 - Information Bar - Health Facility, openIMIS offline
3.

Menu Access
For all users with roles other than HF Administrator and Offline Scheme Administrator
, will have the menus available to them as per normal roles’ rights in online openIMIS
version. Menu access in the offline version is different in following scenarios:
User with roles HF Administrator and Offline Scheme Administrator can access only
Users, IMIS Extracts and Utilities menus, while all other users with different roles
can access menus just as they would do in the online openIMIS version.
❼ Extracts

Extracts Menu leads an offline user to Extracts control panel. Using this panel, an
offline user with rights to this panel can import data from online openIMIS to the
local offline IMIS, and can also download claims and enrolments prior to upload them
to the online IMIS. This panel is divided into five sections (Image 255 ), (Image 256 )
If an offline user is HF Administrator, section C will contain facility to Download
Claims. If an offline user is Offline Scheme Administrator, section C will contain
facility to Download Enrolments
❼ section a - import extract

This section has a facility to enable synchronization of online openIMIS data with
that offline openIMIS data. When online data in a zipped file is obtained (downloaded extraction) from online openIMIS to user local computer, user will use this
section to put that data into offline IMIS.
User has to select a file from a local computer by clicking the ‘select file’ button on
the left side of the section, and in the popup window which appears (Image 256 )
user can navigate to the required file and select the file.
After clicking the upload button on the very end of right hand side in this section,
data in the file will be imported to the offline openIMIS and confirmation will be
given as popup messages (Image 257 ), (Image 258 ).
User cannot import an extract whose sequence number is same as last one imported;
if done so, a popup message (Image 260 ) will be shown.
❼ section b - import photos

Just as the section name implies, this is a section with facility to enable a user
synchronize insurees’ photos in online IMIS, with insurees’ photos in offline IMIS.
When online insurees’ photos in a zipped file is obtained from online openIMIS to
user local computer, user will use this section to put those photos into offline IMIS.
User has to select a file from a local computer by clicking the ‘select file’ button on
the left side of the section, and in the popup window which appears (Image 261 ),
user can navigate to the required file and select the file.

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Fig. 259:

Fig. 260:

Image 255 - Extracts Control Page, HF Administrator, openIMIS offline

Image 256 - Extracts Control Page, Offline Scheme Administrator, openIMIS offline

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Fig. 261:

Image 257 - Select File Popup Window, Import Extracts, openIMIS offline

After clicking the upload button on the very end of right hand side in this section,
data in the file will be imported to the offline openIMIS and confirmation will be
given as popup messages (Image 261 ).
If importation of photo is not done due to some reason, the above popup message
will not be shown, instead system will issue proper popup message to notify a user
what went wrong and what is to be done.
❼ section c - download claim xmls

This section has facility to enable offline HF Administrator download to a zipped
file all offline claims. By clicking the download button on the right hand side, the
user initiate download process and all offline claims will be downloaded to a default
downloads folder in user’s local computer or a prompt of ‘where to save file’ will be
displayed by browser’. User can navigate through folder in his/her local computer
to find the file downloaded. If no new claims found, a message will be displayed.
❼ download enrolment xmls

This section has facility to enable Offline Scheme Administrator download to a
zipped file all offline enrollments of families, insurees, policies and contributions.
By clicking the download button on the right hand side, the user initiate download
process. If no enrolment found, a popup message box (Image 262 ) will appear,
notifying the user. Otherwise enrollments will be downloaded in a zipped file and a
confirmation popup message (Image 264 ) will appear
❼ section d - buttons

This section has a cancel button, which when clicked will take the current user to
the Home page.
❼ section e - information bar

Information bar at the bottom will show different notification messages in blue color
depending on the actions of the user. Such actions and messages may be:
a) No Previous Extract Found
This message is seen at the first time when using the system and no any
extract has been imported into the offline IMIS
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Fig. 262:

Image 258 - Popup Window, Import Extracts, HF Administrator, openIMIS offline

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Fig. 263:

218

Image 259 - Popup Window, Import Extracts, Offline Scheme Administrator, openIMIS offline

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Fig. 264:

Image 260 - Popup Window, Wrong sequence of an extract file, openIMIS offline

Fig. 265:

Image 261 - Select File Popup Window, Import Photos, openIMIS offline

Fig. 266:

1.6. Offline mode

Image 262 - Popup Window, Import Photos, openIMIS offline

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Fig. 267:

Fig. 268:

Fig. 269:

220

Image 263 - Popup Window, Download Enrolments, openIMIS offline

Image 264 - Popup Window, Download Enrolments, openIMIS offline

Image 265 - openIMIS Extracts, Information Bar, openIMIS offline

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b) Last Extract Sequence: 
This message is seen, after a single / series of extract importation have
been made to the offline openIMIS and that much times will be shown as a
sequence number at the end of the message. This enables proper tracking
of right extracts to import and use.

Fig. 270:

Image 266 - openIMIS Extracts, Information Bar, openIMIS offline

c) No claims Found
When HF offline openIMIS user is downloading offline claims and no new
offline claims is found, this message is displayed.

Fig. 271:
4.

Image 267 - openIMIS Extracts, Information Bar, openIMIS offline

User

Users with role HF Administrator, can create only users with roles: Recep). User
and HF Administrator (
with role ‘offline NSHIP Administrator’, can create only user with role: Clerk
(
).

Image 268

tionist, Claim Administrator

Image 269

Fig. 272:
5.

Image 268 - Users Page - HF Administrator, openIMIS offline

data access

❼ Search / Find

In all pages in Insurees and Policies menus with search / find acility,
) to enable search for offline
there will be an extra search criteria (
data only. This feature is available if a user is in Offline IMIS.

image 270

❼ Create / Edit

Only families, insurees, policies and contributions created/edited while offline, will
be available for further manipulation. An online data is available for viewing purposes.
For an offline user with a right to open Insurees and Policies menus, he/she can
access all data but can manipulate only that data which was created offline. The
rest of the data will be available in read-only mode

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Fig. 273:

Image 269 - Users Page - Offline Scheme Administrator, openIMIS offline

Fig. 274:

222

Image 270 - Search Criteria - offline only data, openIMIS offline

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CHAPTER 2

Analytic and reporting user manual

The Analytic and Reporting component of the Insurance Management Information System
(AR-IMIS) provides managerial data for management of health insurance schemes supported
by IMIS, allows easy and speedy analysis of these data with the objective to reveal causes of
different phenomena encountered in supported health insurance schemes. Provided data allow
also monitoring of developments within supported health insurance schemes and identification
of potential errors in operational data.

2.1 Concept of AR-IMIS
The concept of AR-IMIS is based on populating of the Data Warehouse with aggregate data
from the operational database of IMIS. This populating is done automatically and regularly
(usually once a week) from the operational database by Extract, Transformation and Loading
process (ETL). Within this process data from the operational database are aggregated and
stored in the Data Warehouse in conformance with multidimensional data model (Image 271

- Concept of AR-IMIS ).
This model is suitable for analysis of data.

Questions like “What is the number of newly

covered insurees by an insurance product at during a calendar period and who were of an
age, a gender, lived in a location and were cared for by a Enrolment officer?

Data in the

multidimensional Data Warehouse are presented by a suitable front-end tool. Currently ARIMIS uses MS Excel as the front-end presentation tool. An Excel file is remotely connected
to the Data Warehouse and data are stored in the Excel file in the form of so called pivot
tables.

The multidimensional model is based on the notion of facts and dimensions.

The

facts (indicators) are what we are interested in. For example, a fact may number of insured
persons, number of active policies, number of submitted claims etc.

Facts can be looked

at from different angles-for example from the point of view of age and gender of insured
persons, from the point of view of time period etc. These angles (points of view) are captured
by the notion of dimensions that are used for qualification of facts (Image 272 - Facts and

dimensions ).
A dimension is composed from points that represent specific values in the dimension for which
we want to look at facts-for example November 2015 may be one point in the Time dimension.
Points of a dimension may be organized in hierarchies. Higher levels of hierarchies represent
more aggregate views.

Going to the lower levels by so called drill down operation we can

analyze facts in more detail-for example we may drill down from calendar years to quarters
of corresponding calendar years and further to months. We can go in an opposite direction

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Fig. 1:

Image 271 - Concept of AR-IMIS

Fig. 2:

Image 272 - Facts and dimensions

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and look at facts from more aggregate points of view (drill up ).For example from looking at
the amount of collected contributions in calendar months we can look at the same indicator
according to quarters of a year or according to calendar years.
Facts with related meaning and the identical set of qualifying dimension are represented in the
multidimensional model of the Data Warehouse as so called cubes. We can do other operations
on cubes as for example slicing when we select one or several points in one dimension and look
at the rest of cube or dicing when we select on or several points in two or more dimensions. All
such operations allow analysis of data in the Data Warehouse in an easy and comprehensive
way.
2.2 Dimensions

Dimensions represent our point of view on facts. Each dimension has several values (points).
The points are used for qualification of our view on the facts. AR-IMIS provides values of
facts corresponding to specified points across one or more dimensions. The points may be
organized in hierarchies. Lower levels of a hierarchy allow looking at a fact according to more
specific points. For example, the most important Time dimension has at the lowest level
calendar months. The calendar months are grouped into quarters and quarters into calendar
years. So, we can get a value of a fact corresponding to a specific month. Going one level
up in the dimension Time, we can get can get a value of the fact corresponding to a specific
quarter and going even up we can get a value of the fact corresponding to a specific calendar
year. If we don’t specify any point in a dimension, it means we are interested in a value of a
fact for all points together in the given dimension.
AR-IMIS defines several dimensions. Their meaning is dependent on the context of a fact for
which they are used. For example, for the fact Number of submitted claims the Time dimension means in AR-IMIS a period in which claimed health care was provided. It could have
also other interpretations, for example, it may be a period in which claims were submitted.
Exact interpretation of each dimension is indicated with description of each fact provided
below.
The points of a dimension are either fixed, e.g. the points Sex are Male / Female / Undefined
for the dimension, or are obtained from registers in the operational part of IMIS. For example,
the points for the dimension Services are obtained from the current status of the register of
services in IMIS.
The following table shows dimensions used across AR-IMIS. For each dimension its name,
names of attributes used for referencing of their points, source for their points, and their
meaning.
Table 1: Table 9.1 Overview of dimensions
Name

Names of hierarchy /
attributes

Time

* Month
* Quarter
* Year

Source of data

Points

generated by openIMIS

Hierarchy:
Years
>Quarters
->Months

below1, 80+
...
Male
Unknown

Age

Age Range

generated by openIMIS

Gender

Gender Name

generated by openIMIS

-

Continued on next page

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Name
Regions

Products

Payers
Officers

Services
Items
Diseases
Providers

Table 1 – continued from previous page

Names of hierarchy / Source of data
attributes
* Region
* District
* Ward
* Village
* Region
* District
* Product Name
* Product Code
Payer Name
* Region
* District
* Last Name
* Other name
* Assistant Code
* Service Code
* Service Name
* Service Category
* Item Code
* Item Name
* Item Category
* Disease Code
* Disease Name
* Disease Category
* Provider Code
* Provider Name
* Provider Category

Care Cate- Category Care
gory
Care Type Care Type

Points

register of locations

Hierarchy:
Regions>Districts
->Wards
->Villages

register of insurance products

Hierarchy:
Regions >Districts
->Products

register of payers

Families Payers (the list
of)
Hierarchy:
Regions >Districts
->Enrolment
Officers

register of enrolment officers

register of medical services

Hierarchy:
(Curative
Preventive)
->Services

register of medical items

Hierarchy:
(Drugs Prostheses)
>Items

list of diagnoses

register of health facilities

generated by openIMIS
generated by openIMIS

Hierarchy:
Regions
->Districts >(Dispensary
Health Centre Hospital)
->Health
facility
Emergency
Other Referral Unknown
In-patient
Out-patient
Unknown

Continued on next page

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Table 1 – continued from previous page
Name

Names of hierarchy /

Source of data

Points

generated by openIMIS

Care

Ren-

dered

Drug

attributes
Questions

Question

Prescribed
Drug

Re-

ceived

Pay-

ment

Aske

Unknown

2.3 Facts
Facts provided by AR-IMIS can be structured into the areas according to (Image 273 - Areas
of facts ). Within each area several facts packed into one or several cubes are provided. Facts

are packed into the same cube if they have an associated meaning and are provided with the
same set of dimension. The following articles lists available cubes according to the areas, for
each cube indicates available facts with description of their meaning and

Fig. 3: Image 273 - Areas of facts
underlying set of qualifying dimensions. If meaning of a dimension is not straightforward,
its description is provided. It relates especially to the Time dimension where it is important
which datum related with a fact is taken as the governing date for association with given
point (period) in the Time dimension.

2.3.1 Facts on Enrolment and policies

This group of facts relates to acquisition of insures and development of coverage by health
insurance schemes. Facts available are listed in Table 9.2

2.3.

Facts

227

openIMIS user manual

Table 2:
Cube

Table 9.2 Facts on Enrolment and policies

Fact

Meaning

Population

Population Number of inhabitants

Number of
families /
groups

Number
of families
/ groups

Number of households
according to a census

Current
and new
insurees

Current
insurees

Insurees covered by at
least one policy active
at the end of a time period

New acquired
insurees

Insurees newly insured
during a time period

Dimension

Gender
Region
Time
Region
Time
Age

Age at the end of a time
period

Gender
Enrolment An enrolment officer
Officers
responsible for corresponding policy
Region
Place of living of a
household
Products
Time

All types
of policies

Current
policies
Expired
policies
Renewed
policies
Sold policies

Number of active policies at the end of a time
period
Number of policies that
expired during a time
period
Number of policies that
were renewed during a
time period
Number of policies that
were sold during a time
period

Age
Gender

228

Share of
insured
population

Current insures / Population at the end of a
time period

An insurance product
covering an insuree
Period of enrolment of
insurees for new insurees Period of effective day and later of
their policies for current insurees
Age of the head of a
household at the end of
a time period
Gender of the head of a
household

Enrolment An enrolment officer
Officers
responsible for corresponding policy
Region
Place of living of a
household
Products
Time

Share of
insured
population

Comment

Gender

An insurance product
of a policy
Period of enrolment
date for sold policies
Period of expiry date
for expired policies
Period of renewal
date(when
renewing
was done) for renewed
policies Period of effective day and later for
current policies

Continued on next page

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openIMIS user manual

Table 2 – continued from previous page
Cube

Fact

Share of
insured
families /
groups

Number
of insured
families /
groups
Share of
insured
families /
groups

Meaning

Dimension

Region
Products
Time
Number of households Region
that are covered by at
least one active policy
at the end of a time period
Time
=Number of insured Region
households / Number of
households at the end of
a time period
Time

Comment

Place of living of a
household
An insurance product
covering an insuree
Place of living of a
household
Place of living of a
household

2.3.2 Facts on collected revenue

This group of facts relates to revenue of health insurance schemes. Facts available are listed
in Table 9.3.
Table 3:
Cube

Contribution
collection

Contribution
allocation

Fact

Table 9.3 Facts on contributions

Meaning

Dimension

Comment

Contribution contributions collected Enrolment Collection of contribucollected in given time period
Officers tions from policies of an
enrolment officer
Payers
Collection of contributions from an institution al payer or from
families itself
Products Collection of contributions within an insurance product
Time
Period of payment date
of contributions
Contribution Amount of collected Products Allocation of contribuallocated contributions allocated
tions within an insurproportionally for using
ance product
in a time period
Time
Period of allocation of
contributions

2.3.3 Facts on claims

This group of facts relates to claims forwarded by health care providers to administrators of
health insurance schemes. Facts available are listed in
.
Table 9.4

2.3.

Facts

229

openIMIS user manual

Table 4: Table 9.4 Facts on claims
Cube

Claim

de-

tails

Fact

Meaning

Dimension

Comment

Amount

Total amount in nom-

Providers

Providers that entered

claimed

inal

prices

that

submitted
care

by

was

and

health

providers

or

submitted

claims

for

health care provided in
given period
Amount

Total

rejected

was on totally rejected

amount

that

sion of health care that

claims

was invoiced in claims

Entered

Number of claims en-

claims

tered

Submitted

Number of claims sub-

claims

mitted

Rejected

Number of claims to-

claims

tally rejected

Average

=Amount

amount

Submitted claims

claimed

Time

Time period of provi-

/

claimed
Average

=Amount

amount

Rejected claims

rejected

/

rejected
Claim

de-

Amount

Amount adjusted after

tails prod-

adjusted

processing

ucts

in

Providers

nominal

Providers that submitted claims

prices
Amount

Amount actually to be

paid

paid to health facilities

Products

Products

health care claimed was

by

which

taking into account in-

covered

dexes of relative pricing
Processed

Number of claims sent

claims

for valuation

Paid

Number of claims actu-

claims

ally valuated

Average

=Amount

amount

Pr ocessed claims

Time

Time period of provision of health care that
was invoiced in claims

adjusted

/

adjusted
Average

=Amount paid/ Valu-

amount

ated claims

paid

2.3.4 Facts on utilization of health care
This group of facts relates to utilization of health care by insures according to submitted and
not rejected claims. Facts available are listed in Table 9.5

Table 5: Table 9.5 Facts on of utilization health care
Cube

Fact

Admissions

Number

and

hospital ad-

visits

and hospital

of

Meaning

Dimension

Comment

Number of hospital admis-

Age

Age at the time of provi-

sions

sion health care

missions

days
Gender
Disease
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Table 5 – continued from previous page
Cube

Fact

Meaning

Dimension

Number

Care

of

gory

hospital

Comment

cate-

days
Average
length

= Number of hospital days
of

stay

Products

In

case

two

or

more

in-

/ Number of hospital ad-

surance products covered a

missions

hospital admission / visit,
it is accounted to each of
them

Number

of

Providers

out-patient

Providers

which

claimed

health care

visits
Time

Hospital admissions are associated with time periods
according to dates of discharge.

Time

period

of

provision of health care

Utilization
of services

Services

Age

Age at the time of provi-

Number of utilized

utilized

sion health care

services according to
submitted claims.
If a service was provided
during one visit / hospital
stay, the service is counted
according to the number
of its provision

Gender
Disease
Care

cate-

gory
Care type
Products
Providers

Providers

which

claimed

health care
Services
Time

Hospital admissions are associated with time periods
according to dates of discharge.

Time

period

of

provision of health care

Utilization
of medical
items

Items
lized

uti-

Age
Number of utilized

Age at the time of provision health care

medical items according to
submitted claims
If a medical item was
provided during one visit
/ hospital stay, the
medical item is counted
according to the number
of its provision

Gender
Disease

Continued on next page

2.3.

Facts

231

openIMIS user manual

Table 5 – continued from previous page
Cube

Fact

Meaning

Dimension

Care

Comment

cate-

gory
Care type
Products
Providers

Providers

which

claimed

health care
Items
Time

Hospital admissions are associated with time periods
according to dates of discharge.

Time period of

provision of health care

Average
utilization of
services per
insuree

Average

= Services utilized / Cur-

utilization

rent insurees

of

Age

Age at the time of provision health care

services

per insuree
Gender
Disease
Products
Services
Time

Hospital admissions are associated with time periods
according to dates of discharge.

Time period of

provision of health care

Average
utilization
of medical
items
per
insuree

Average

= Items utilized / Current

utilization

insurees

of

Age

medical

items

per

insuree
Gender
Disease
Products
Items
Time

2.3.5 Facts on expenditures for health care
This group of facts relates to expenditures for health care actually paid to health
care providers. Facts available are listed in Table 9.6

Table 6: Table 9.6 Facts on expenditures for health care
Cube

expenditures
for services

Fact

Meaning

Service

Expenditures

expendi-

vices actually remuner-

tures

ated to health facilities

for

ser-

Dimension

Comment

Age

Age at the time of provision health care

Gender
Disease
Care category
Care type
Products

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Table 6 – continued from previous page
Cube

Fact

Meaning

Dimension

Comment

Providers

Providers

which

claimed health care
Services
Time

Hospital
are

admissions

associated

with

time periods according
to dates of discharge.
Time period of provision of health care

expenditures
for medical
items

Item

expenditures for medi-

expendi-

cal items actually remu-

tures

nerated to health facili-

Age

Age at the time of provision health care

ties
Gender
Disease
Care category
Care type
Products
Providers

Providers

which

claimed health care
Items
Time

Hospital
are

admissions

associated

with

time periods according
to dates of discharge.
Time period of provision of health care

Average
expenditures for
services
per insuree

Average

=

Service

expendi-

expen-

tures/ Current insurees

Age

Age at the time of provision health care

ditures
for

ser-

vices

per

insuree
Gender
Disease
Products
Services
Time

Hospital
are

admissions

associated

with

time periods according
to dates of discharge.
Time period of provision of health care

Average
expenditures for
medical
items per
insuree

Average

=

expendi-

Number of inhabitants

tures

Item

expenditures/

Age

Age at the time of provision health care

for

medical
items

per

insuree
Gender
Disease
Products
Items

Continued on next page

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Facts

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openIMIS user manual

Table 6 – continued from previous page
Cube

Average
expenditures for
health care
per insuree

Fact

Meaning

Dimension

Average
expenditures per
insuree

= Average expenditures Age
of services per insuree
+ Average expenditures
for medical items per
insuree
Gender
Disease
Products
Time

Time

Comment

Hospital admissions
are associated with
time periods according
to dates of discharge.
Time period of provision of health care
Age at the time of provision health care

Hospital admissions
are associated with
time periods according
to dates of discharge.
Time period of provision of health care

2.3.6 Facts on feedbacks

This group of facts relates to evaluation of request for feedbacks on provided health care that
are issued by medical officers during processing of claims. Facts available are listed in Table
9.7
Table 7:
Cube

Feedback
details

Feedback
answers

Fact

Table 9.7 Facts on feedbacks

Meaning

Feedbacks Number of requests for
sent
feedbacks sent in a time
period
Feedbacks Number of feedbacks
responded received in a time period
Overall
Sum of all assessment
assessoverall
assessment
ment
marks in responded
feedbacks
Feedback = Feedbacks rereturn
sponded/ Feedbacks
share
sent
Average = Overall assessment/
overall as- Feedbacks responded
sessment
Answers Count of all Yes anYes
swers

Dimension

Products

Comment

Insurance products
that covered claims
initiating requests for
feedbacks
Providers Providers that submitted claims initiating requests for feedbacks
Time
Period of sending / rec
eiving feedbacks

Products

Insurance products
that covered claims
initiating requests for
feedbacks
Share of = Answers Yes/ Feed- Providers Providers that submitAnswers backs responded
ted claims initiating reYes
quests for feedbacks

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Table 7 – continued from previous page
Cube

Fact

Meaning

Dimension

Questions
Time

Comment

Period of sending / receiving feedbacks

2.4 How access data from the Data Warehouse

Data from the Data Warehouse can be accessed by means of an Excel file. As access to the
Data Warehouse is protected, a user has to get from an administrator of AR-MIS URL of the
Data Warehouse for remote access, a userid and a password. A userid may allow access to
all data in the Data Warehouse or only to a subset of data corresponding to a specific region,
to selected regions, to a specific district or to selected districts.
The procedure of accessing of data is as follows (Image 274 - Accessing the Data Warehouse )

Fig. 4:

Image 274 - Accessing the Data Warehouse

1. Open an Excel file

Data
3. Click on the sub-menu From Other Sources
4. Click on the sub-menu From Analysis Services
2. Click on the menu item

5. A dialog box appears for specification of logon data:

Server Name
b. Select the option Use the following user name and password
c. Enter your userid into the field User Name
d. Enter your password into the field Password
e. Click on Finish
a. Enter URL of the Data Warehouse into the field

2.4.

How access data from the Data Warehouse

235

openIMIS user manual

Select Database and Tables) with the list of available cubes. Select
Finish
A box appears (Save Data Connection File and Finish).Check the box Save passport in file and click on Finish.
A box appears (Import Data). Select whether cube should be accessed by a pivot
table and / or chart and specify a placement of the pivot table. Click on OK.
An area for the pivot table appears in the sheet with the Pivot Table Field area on the

6. A box appears (

one and click on
7.

8.

9.

right (Image 274 - Accessing the Data Warehouse ). Click on facts to be displayed and
click or drag dimensions to appropriate sectors of the pivot table in the

Field area.

Pivot Table

Fig. 5: Image 275 - Pivot Table in Excel

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Chapter 2.

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