For Plan Rules, please visit the Admin Manual: Link
First Name, Last Name and/or Gender can be edited/updated directly in the Member's Profile. 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 (hyperlink?) section for those step by step instructions.
After logging into HOOPP Insight you will land on the Dashboard home page. 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. (TV Image needs updating - screen shot should include the image when the person icon shows the link to members) | |
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. (image needs updating - should be showing search results once a members name is searched) | |
Click on the blue Edit button to edit the member's first name, last name and/or gender. (images needs updating - should be member profile edit button) | |
Click Save (Image needs updating) |
"Rather watch? Click here to view the Editing Member Information Video".