For Plan Rules, please visit the Admin Manual: link to be addedLink
This is a step-by-step instruction instructions on how to manually edit and update member informationfirst name, last Name and/or gender.Follow the steps below and refer to the corresponding screenshots provided in each section.
Note: SIN and DOB changes must be submitted using a Data Collection (Member Basic Data). Go to the Status Changes/DOB and SIN section for those step by step instructions.
| After logging into HOOPP Insight you will land on the Dashboard home page. From the Data Collections tile, select New Data Collection. | ||
| Select Member Basic Data from the Data Type drop-down menu. Note: Joint Administrators will need to input the appropriate Employer code during this step. Then select Save and Continue. | ||
| Select Add Record or Upload File to begin entering the member change information. Note: Add Record is ideal for individual entries and Upload File is better suited to multiple entries. | ||
| If you selected Add Record, begin by entering the Member’s SIN, First Name, Last Name and the rest of the updated member information. Select Save to continue. Any input errors will be displayed on the screen and must be corrected before you submit the changes. | ||
| Once all your status changes have been entered and any input errors have been cleared, select Validate to initiate business validations. | ||
| When the validations are complete, select Review to proceed to the next step. | ||
| Review the data collection to ensure the information is accurate. Then select Submit to send the information to HOOPP. | ||
| Select Confirm to complete the submission. | ||
| The new submission now appears on the Data Collections page. Select the new submission to see a summary on the right. Then click on the HOOPP Insight logo to return to the Dashboard homepage. |
Click on the Person Icon (on the left side navigation) and then click on Members to take you to the tile where you can search by member. | |||
| Enter either the member's last name (or SIN) and click the green Search Icon (or enter). In the search results, single click on the member and click View/Edit Member Profile to enter into the member's record. | ||
| Click on the blue Edit button to edit the member's first name, last name and/or gender. | ||
| Click Save |
| Panel | ||||||
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"Rather watch? Click here to view the Editing Member Information Video". |