Primero <> OSCaR�Interoperability
Overview & Testing Steps
Agenda
Automating case referrals with OpenFn...
OpenFn automates a scheduled, two-way sync between the Primero and OSCaR systems.
Confidential Open Function Group UNICEF Project
V1 Features:
Known limitations (addressed in V2):
V2 Key changes:
Known limitations:
High-Level Data Flow - 1 (1 Oscar referral maps to 1 Primero referral & its related service)
1
2
3
High-Level Data Flow - 2 (1 Primero service maps to 1 Oscar referral form)
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2
3
Let’s revisit the flows and start testing!
Reference: Mappings, Primero UX & Data Entry Steps
Master Field Mapping Spec: https://docs.google.com/spreadsheets/d/1Zg9KGkHbh0ptjpj4YX9qFkojz9ydJ9aVT_UtkvE7Wu8/edit#gid=112592766
Test environments:
Primero: https://demo-kh.primero.org/v2/login
(OpenFn user: openfn)�
OSCaR: http://start.oscarhq-staging.com/ —> DEMO site
(OpenFn web user: aleksa@openfn.org)
Flow 1:
Primero referral → OSCaR
Primero user creates new Primero case & provides consent...
For testing, please select the location province �Banteay Meanchey
Primero user creates a service to send to OSCaR...
For testing, please select Children in Families for implementing agency
User refers service to OSCaR...
User specifies referral notes for OSCaR caseworker...
This automatically creates a referral record with status = ‘Pending’
Syncing to Oscar…
Confidential Open Function Group UNICEF Project
New referral is successfully sent to Oscar!
New case is ‘Accepted’ or ‘Exited’ in Oscar…
… this decision automatically appears on the first referral form.
Jean Clause
After OpenFn syncs, decision will be reflected in Primero referrals and services
Referral
Service
High-Level Data Flow - 1
1
2
3
Flow 2: �OSCaR referral → Primero
Oscar user creates new client...
For testing, please select the location province �Banteay Meanchey
User enrolls client in Program Streams to assign services… (optional step)
Enroll client in “ABLE Final” Program Stream
User refers client to Primero...
Refer client to “Mosvy External System”
User refers specific service to Primero...
Specify referral service details for Primero caseworker
Syncing to Primero…
Confidential Open Function Group UNICEF Project
Province user notified of new or updated cases to review...
Logged in as the province focal point user in Primero, then the user will be able to see that a “New or Updated” case has been added to their case list.
This user can open and review the case, and then choose to “Refer Case” to internally assign the case to a Primero caseworker user who should review the referral.
Province user uses “Refer Case” feature to assign a caseworker to review…
In the pop-up window, the Province User will specify which Primero caseworker should review the OSCaR referral to accept/reject in the “Recipient” dropdown…
User notified of new or updated cases to review...
Click “New Referrals” open the case and review the Record Information> Referrals and Implementation of Case Plan>Referral for Service��
Now logged in as the “Recipient” caseworker user…��You will be able to see the new case in the ‘New Referrals’.
Find the updated service to locate the new referral to review...
Review the case & service referral to confirm info is complete. �Select ‘Edit’ to update the Service “Referral Status” with a decision.
After OpenFn sync…decision is reflected in OSCaR Referral form
Syncing 2nd referrals
Find a test case you created, and create a 2nd referral to send to the other system…
Multiple referrals can be synced to the partner system…
Send multiple referrals from Primero to OSCaR for 1 case…
*New*
OSCaR case workers can now check “repeat referral clients” to review and accept/reject new referral forms created for an existing client.
Send multiple referrals from Primero to OSCaR, and sync decisions back
*New*
OSCaR caseworkers can view all referrals received from Primero under Referral Forms > �Referred from External Organisation
OSCaR caseworkers can update the Referral Status to accept/reject the referral and sync this decision back to Primero.
Primero decisions on OSCaR referrals are also now visible in the UI…
*New*
In OSCaR, Primero case worker decisions to accept/reject referrals are also now displayed in the referral forms list. (Previously this was only done once on the case-level.)
When Service type information is not specified…
Note: This is only possible in the Primero-to-OSCaR Flow 1, as “Type of Service” is required in OSCaR referral form.
Flow 1: Primero referral → OSCaR
If no Service Subtype is selected in Primero…
Flow 1: Primero referral → OSCaR
Then a default “Type of Service”: “Not Specified” will be sent to OSCaR.
Not Specified
Flow 1: Primero referral → OSCaR
If the OSCaR case worker sees that the Type of Service = “Not Specified”, then they will Reject the referral �and ask the Primero case worker to create and send a new referral with the correct information.
Flow 1: Primero referral → OSCaR
The “Rejected” decision will be synced back to the Primero service.
To refer again, the Primero case worker will:
Testing Next Steps
Testing Materials