1. Running the Health Fund Migration Wizard

Before you begin

Please skip this step if already performed during your Bluechip 2.6 upgrade.

The Wizard can run on any computer that has Bluechip installed and only needs to be performed once for each database. After completion, all other computers with Bluechip connected to the same database will also be automatically updated.

Any existing Letterhead templates affected by this conversion will be amended. Once this wizard has completed, MedicalDirector recommends that you ensure that your customised templates are displaying correctly. Should you encounter any problems, please contact MedicalDirector Customer Service on 1300 300 161 (option 2).

Procedure

  1. Using Windows Explorer, locate and run hfmmigwizard.exe. Typically, it is located in C:\Program Files (x86)\Health Communication Network\Bluechip\Tools
  2. When prompted, log in as a user with BCSecure access. The MedicalDirector Bluechip Health Fund Membership Migration Wizard appears.
  3. Click the Next button to continue. The following screen appears, allowing you to choose the Class associated with the Health Fund Contact details.
  4. Select the required classes you are looking to migrate across to the new HFM format and click the Next button to continue.
  5. On the next screen that appears, click the Map > Fields button to continue. The following screen appears allowing you to map the fields. A: Ensure the correct Company Group is selected (in majority cases, it will be Health Fund) B: This is the Number Field in the Account Details screen. This will allow you to Map the Number field to the new HFM format. (e.g. Health Fund No to MembershipNo) C: This is the Text Field for Account Details. This is usually mapped to the Account Name. (e.g., Contributors Name to Account Name) D: Repeat for all the classes that were selected to migrate across to the new HFM format.


  6. Once all Classes are mapped, click the OK button to move to the next screen for Review.
  7. Click the Next button to start the Migration process.
  8. Click Next to finish when prompted.

Results