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This user manual provides a detailed walkthrough for capturing contact data related to Medicare. Start by selecting a contact from the main menu and navigate to the Data Capture section. Enter the Medicare plan type for the contact and spouse using the dropdown menu for the carrier. Additionally, ensure to select all relevant medical conditions for both individuals. After entering all necessary information, save the new record. For retrieval, utilize the search function within the Data Capture section to find contacts based on specific criteria.
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User Manual Data Capture
Contact Data Capture Select Contact Manager from the Main Menu
Select A Contact Click on a contact.
Select Medicare Information Enter the Contact’s Medicare Plan Type. Use the drop down menu to select carrier.
Select Spouse Information Enter the Spouse’s Medicare Plan Type. Use the drop down menu to select carrier.
Select Medical Conditions Select all medical conditions that apply for the contact and spouse.
Save Save the new record.
Search on Data Capture Section Search Contacts
Search on Data Capture Section Select search criteria
Search on Data Capture Section Click on Search
Search on Data Capture Section All contacts that match your search criteria will be listed.
