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.