User roles/profiles

IMIS uses the concept of user profiles (roles) that can be associated with users. Some roles are predefined and they are designated as system roles. Their purpose is guarantee compatibility with the previous versions of IMIS.

User roles/profiles administration is restricted to users with the role of openIMIS Administrator.

User roles/profiles control page

The User roles/profile control page is the central point for all user roles/profiles administration. By having access to this page, it is possible to add, edit, delete and search users roles/profiles. The page is divided into four panels (Image User roles/profiles control page).

Administration of users’ profile s(roles) is not included in any system role. It can be accomplished by the Admin user or by users to which such administration is delegated (by defining a role including an access to Administration/User Profiles) by the Admin user.

Pre-conditions

A new user profile may only be added or thereafter edited, after an approval of the management of the scheme administration. It can be accomplished at the beginning only by the Admin user. The Admin user can define a new user profile incorporating also adding, editing or deleting of user profiles and create new users with this profile. In this way, rights to the register of user profiles can be delegated to other users besides the Admin user.

Navigation

All functionality for use with the administration of user profiles can be found under the main menu ADMINISTRATION, sub menu USER PROFILES
  1. Search Panel

    The search panel allows a user to select specific criteria to minimise the search results. The following search options are available which can be used alone or in combination with each other.

    Role Name

    When set the search will display the roles with a name that start with the content of the filter , % can be used as a wildcard meaning a search with %er will display all the result containing er in the name

    System

    The system user profiles match the previous roles for compatibility reasons. When set to TRUE the search will display the default roles, when set to FALSE the search will display only the custom roles

    Blocked

    The blocked user profiles are temporarily not acting in the sense that their access rights are not available to users to whom blocked user profiles were assigned. When set to TRUE the search will display the roles that were blocked, when set to FALSE the search will display only the unblocked roles

    Historical

    Historical records are displayed in the result with a line through the middle of the text (strikethrough) to clearly define them from current records Click on Historical to see historical records matching the selected criteria. Historical records are displayed in the result with a line through the middle of the text (strikethrough) to clearly define them from current records (User roles results).

  2. Result Panel

    The Result Panel displays a list of all roles/profiles found, matching the selected criteria in the Search Panel. The currently selected record is highlighted with light blue, while hovering over records changes the highlight to yellow (Image User roles results panel). The leftmost record contains a hyperlink which if clicked, re-directs the user to the Change user role/profile Page. A maximum of 15 records are displayed at one time, further records can be viewed by navigating through the pages using the page selector at the bottom of the result Panel

    ../../_images/user_roles_result.png

    Img. 96 User roles results panel

    • Blue background: Selected record
    • Yellow background: hovered records
    • Strikethrough: historical records

    A maximum of 15 records are displayed at one time, further records can be viewed by navigating through the pages using the page selector at the bottom of the result Panel (Image User roles/profile control page)

  3. Button Panel

  4. Information Panel

    The Information Panel is used to display messages back to the user. Messages will occur once a user role/profile has been added, updated or deleted or if there was an error at any time during the process of these actions.

User role/profile Page

../../_images/user_role_page.png

Img. 97 Image - User role/profile page

  1. Data Entry - Role details

    Role Name

    Enter the name of the role/profile, this name will be used as reference in the User roles/profiels control page and Users page

    Alternative language

    Translation of the role name for the second language of openIMIS

    System

    Read-only checkbox indicating whether the user profile is a system one or not.

    Blocked

    If checked the user profile is blocked

  2. Data Entry - Rights details

    Insurees and Policies

    list of the right available for the Insurees and Policies module:

    • CRUD rights (Create, read/search, update/edit and Delete):
      • Family/Group
      • Insuree
      • Policy
      • Contribution
    • Business specific roles
      • Renew policy
      • Enquire insuree
    Claims

    list of the right available for the Claims module:

    • CRUD rights (Create, read/search, update/edit and Delete):
      • Claims
    • Business specific roles:
      • Claims:
        • Print
        • Submit
        • Review
        • Feedback
        • Update
        • Process
      • Claim Batch:
        • Process
        • Filter
        • Preview
    Administration

    list of the right available for the Administration module:

    • CRUD rights (Create, read/search, update/edit and Delete):
      • Products
      • Health Facilities
      • Pricelists – Medical Services
      • Pricelists – Medical Items
      • Medical Services
      • Medical Items
      • Enrolment Officers
      • Claim Administrators
      • Users
      • User roles/profiles
      • Payers
      • Locations
    • Business specific roles
      • Duplicate Products
      • Duplicate Pricelists – Medical Services
      • Duplicate Pricelists – Medical Items
      • Duplicate User roles/profiles
      • Move Locations
    Tools

    list of the business rights available for the Tools module

    • Register
      • Upload Diagnoses
      • Upload Health Facilities
      • Upload Locations
      • Download Diagnoses
      • Download Health Facilities
      • Download Locations
    • Extracts
      • Download Mater-data
      • Create Phone Extracts
      • Create Offline Extract
      • Upload Claims
      • Upload Enrolments
      • Upload Feedback
    • Run report
      • Primary Operational Indicators-policies
      • Primary Operational Indicators-claims
      • Derived Operational Indicators
      • Contribution Collection
      • Product Sales
      • Contribution Distribution
      • User Activity Report
      • Enrolment Performance Indicators
      • Status of Registers
      • Insurees without Photos
      • Payment Category Overview
      • Matching Funds
      • Claim Overview
      • Percentage of Referrals
      • Families and insurees Overview
      • Pending Insurees
      • Renewals
      • Capitation Payment
      • Rejected Photos
    • Utilities/Email setting
      • Backup
      • Restore
      • Execute Script
      • Email Setting
  3. Buttons

    Save

    Once all mandatory data is entered, clicking on the Save button will save the record. The user will be re-directed back to the User Control Page, with the newly saved record displayed and selected in the result panel. A message confirming that the user has been saved will appear on the Information Panel.

    Cancel

    By clicking on the Cancel button, the user will be re-directed to the User roles/profiles control page.

    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 fields will take the focus (by an asterisk on the right of the corresponding data field).

Adding a User role/profile

Click on the Add button to re-direct to the User role/profile Page.

When the page opens all entry fields are empty. See the User role/profile Page. for information on the data entry and mandatory fields.

Editing a User role/profile

Click on the Edit button to re-direct to the User role/profile Page.

The page will open with the current information loaded into the data entry fields. See the User role/profile Page. for information on the data entry and mandatory fields.

Duplicating a User role/profile

Click on the Duplicate button to re-direct to the User role/profile Page.

The page will open with all the current rights for the selected user role/profile, (except for theuser role/profile name which should be unique), loaded into the data entry fields. See the User role/profile Page for information on the data entry and mandatory fields. To save the record, enter a unique code before clicking on Save.

Deleting a User role/profile

Click on the Delete button to delete the currently selected record.

Before deleting a confirmation popup (Image User roles/profile delete confirmation) is displayed, this requires the user to confirm if the action should really be carried out.

../../_images/user_role_delete.png

Img. 98 User roles/profile delete confirmation

When a user roles/profile is deleted, the rights that it provide are not available to the users having that role/profile.

Default User roles and rights

The table below shows the default roles in openIMIS.

Tab. 5 Overview of Scheme administrator & district Staff roles
Role Responsibilities Available functionality
Enrolment Officer He/she enrols insurees and submits enrolment forms to a health insurance administration; handles policy modifications; collects feedback from scheme patients and submits to the health insurance administration.
* Capture a photo of an Insuree.
* Send a photo
* Inquiry on an Insuree
* Collect feedback from an Insuree
Village Executive
Officer (VEO)
He/she collects feedbacks and collects changes on insurees during insurance periods
* Collect feedback from an Insuree
* Inquiry on an Insuree
Manager Oversees operations of the health insurance scheme;runs openIMIS operational reports analyses data generated from the IMIS.
* Create managerial statistics
* Authorize issuance of a substitution
* membership card
Accountant Transfers data on collected Contributions to an external accounting system. Calculates claim amounts per health facility, runs openIMIS operational reports and presents claims decision overview to management of a health insurance administrator. Processes approved claims to health facility sub-accounts.
* Transfer of data on Contributions to accounting system
* Valuation of a claim
* Transfer of a batch of claims for payment
Clerk Enters and modifies data on families, insurees, policies and contributions. Enters data on claims if the claims are submitted in a paper form.
Medical Officer Provides technical advice on claims verification from a medical standpoint.
* Checking of a claim for plausibility
Scheme
Administrator
Administers registers (all except the register of users)
openIMIS
Administrator
Administers operations of the IMIS. Is responsible for backups of data.
Tab. 6 Overview of Health Facilities staff roles
Role Responsibilities Available functionality
Receptionist Verifies membership and issues to a patient a claim form.
* Inquiring on a Household/group, Insuree and Policy
Claim
Administrator
Pools claim forms of a health facility, enters and submits claims.
* Opening of a batch of claims
* Entry of a claim
HF
Administrator
Off-line HealthFacility administration
Offline HF
Administrator
Off-line HealthFacility administration
* Creation of clerk
* Creation of offline Extract