1a. After-Migration Process: Changing old HF Fields to the new HFM Fields

Once the migration process has gone through, the [Letter heads Templates], [Labels Templates], [WP Templates] and [Recall Templates] will need to be changed accordingly to bring up the required information.

Below are a few of the most common fields that they might need.

  • [HFMAccountName]
  • [HFMMembershipNumber]
  • [HFMLevelOfCover]
  • [HFMExpiryDate]

    There are more available fields under WP Fields > Health Fund Membership. Use Find and Replace to make the task easier.