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Data Capture
User Manual
Select Contact Manager from the Main Menu
Contact Data Capture
Click on a contact.
Select A Contact
Scroll to Data Capture Section
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.
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