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    • Users and logins
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    • Group/family, Insurees and Policies
      • Insuree Enquiry
      • Family/Group
      • Insuree
      • Policy
      • Contribution
      • Deleting a Contribution
      • Policyholder
      • Contract
      • Bills
      • Invoices
      • Payment Plans
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    • Group insurance
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Group/family, Insurees and Policies¶

In openIMIS the policies are assigned to group only, if a policy need to be assigned to an individual then a group of one must be created.

Because of this approach, the Family Overview Page is the starting point to manage, insuree (add, edit), policies(add, edit, renew …) and contribution

  • Insuree Enquiry
  • Family/Group
    • Find Family
    • Family/Group Overview
    • Family Overview Page
    • Family/Group Page
    • Adding a Family
    • Editing a Family/Group
    • Changing a Head of Family/Group
    • Moving an Insuree
    • Deleting a Family/Group
  • Insuree
    • Find Insuree
      • Pre-conditions
      • Navigation
      • Page
    • Insuree Page
    • Adding an Insuree
    • Editing an Insuree
    • Deleting an Insuree
  • Policy
    • Find Policy
      • Pre-conditions
      • Navigation
      • Page
    • Policy Page
      • Family Details
      • Policy Details
      • Policy Values
      • Saving
    • Adding a Policy
    • Renewing a Policy
    • Pausing a Policy
    • Deleting a Policy
  • Contribution
    • Find Contribution
    • Contribution Page
    • Adding a Contribution
    • Editing a Contribution
  • Deleting a Contribution
  • Policyholder
    • Pre-conditions
    • Navigation
    • Search Page
      • Form
  • Contract
    • Search Page
    • Card
  • Bills
    • Pre-conditions
    • Navigation
  • Invoices
    • Pre-conditions
    • Navigation
      • Search Panel
      • Result Panel
      • Invoice Page
      • Payments
      • Events
  • Payment Plans
    • Pre-conditions
    • Navigation
      • Search Panel
    • Create new Payment Plan
      • Result Panel
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