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.