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.