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For Plan Rules, please visit the Admin Manual: Link

The General Overview and Navigation pages will assist all users in manoeuvring maneuvering within HOOPP Insight.  We have split this overview into six sections to assist you in identifying the area(s) you would like to focus on:



Dashboard Overview

When you first log into HOOPP Insight, you will land on the Dashboard homepage.  The dashboard includes a series of tiles which are organized and presented in an easy to use format. . There is also a left Hand Navigation Bar that you can use to access each of the tiles as well as additional items.  

Tile Features and Layout

These tiles and layout let you view

  • View a summary of work in progress
, go
  • Go to detailed listings, or initiate new activities
.  You can perform
  • Perform actions like view and initiate member events, view and process data collections including MDC
, view
  • View and initiate
remittances, generate
  • declarations
  • Generate and respond to secure messages
, find
  • Find a member
, view
  • View your HOOPP Team contact information
,
  • and manage your team roles and access
, generate
  • Generate and access reports
and view
  • View your account summary. 

There are also easy access buttons that allow you to quickly identify action items and initiate new events. 

Using Filters and Search Functionality

In Insight, you can filter results by clicking on a filter icon beside each column heading.  You can also search by typing a full or partial name into a search box (where applicable). 

Find and View Member Information

To find a member from the dashboard, go to the Find a Member tile and enter the last name and/or SIN and select search.  

Insight Statuses

Within Within  HOOPP Insight, there are different status codes for Member Events, Data Collection and Remittances .  which allows you to easily identify what step/stage of the process your Member Events, Data Collection and Remittances are at.

Access Management

This allows you to manage your team roles and access.  Only users with Global Admin access can add/delete or change other users within HOOPP Insight.




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"Rather Watch" Click here to view the Overview & Navigation Video"